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

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{| border =1  
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{| border =1
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| <center>'''Time'''</center>  
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| <center>'''Time'''</center>
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| <center>'''Narration'''</center>  
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| <center>'''Narration'''</center>
  
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|-  
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|-
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| 00:01  
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| 00:01
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| Welcome to the '''spoken tutorial''' on how to create a '''Superlibrarian.'''  
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| Welcome to the '''spoken tutorial''' on how to create a '''Superlibrarian.'''
  
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|-  
+
|-
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| 00:06  
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| 00:06
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| In this tutorial, we will learn to-  add a '''Patron category''',  
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| In this tutorial, we will learn to-  add a '''Patron category''',
  
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|-  
+
|-
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| 00:11  
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| 00:11
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| Create a''' Patron''',  
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| create a''' Patron''',
  
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|-  
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|-
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| 00:14  
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| 00:14
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|  Create a '''Superlibrarian''' and  
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|  create a '''Superlibrarian''' and
  
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|-  
+
|-
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| 00:17  
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| 00:17
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|  Give access to a '''Staff '''for a particular module.  
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|  give access to a '''Staff '''for a particular module.
  
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|-  
+
|-
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| 00:22  
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| 00:22
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| To record this tutorial, I am using:  
+
| To record this tutorial, I am using:
  
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'''Ubuntu Linux OS 16.04''' and  '''Koha version 16.05'''.  
+
'''Ubuntu Linux OS 16.04''' and  '''Koha version 16.05'''.
  
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|-  
+
|-
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| 00:35
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| 00:34
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| To follow this tutorial, learners should have knowledge of Library Science.  
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| To follow this tutorial, learners should have knowledge of Library Science.
  
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|-  
+
|-
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| 00:42
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| 00:40
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| To practice this tutorial, you should have '''Koha '''installed on your system.  
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| To practice this tutorial, you should have '''Koha '''installed on your system.
  
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|-  
+
|-
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| 00:48
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| 00:46
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| And, You should also have '''Admin''' access in '''Koha.'''  
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| And, You should also have '''Admin''' access in '''Koha.'''
  
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|-  
+
|-
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| 00:53
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| 00:51
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| Please refer to the '''Koha spoken tutorial '''series on this website for more details.  
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| Please refer to the '''Koha spoken tutorial '''series on this website for more details.
  
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|-  
+
|-
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| 01:00
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| 00:58
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| Let us begin by learning how to add a '''Patron category'''.  
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| Let us begin by learning how to add a '''Patron category'''.
  
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|-  
+
|-
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| 01:05
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| 01:03
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| Log in to '''Koha '''using your '''database administrator username '''and '''password.'''  
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| Log in to '''Koha '''using your '''database administrator username '''and '''password.'''
  
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|-  
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|-
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| 01:13
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| 01:11
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| Click on '''Koha Administration.'''  
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| Click on '''Koha Administration.'''
  
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|-  
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|-
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| 01:18
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| 01:15
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| Under '''Patrons and circulation''', click on '''Patron categories'''.  
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| Under '''Patrons and circulation''', click on '''Patron categories'''.
  
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|-  
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|-
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| 01:24
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| 01:21
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| A new page '''Patron categories''' opens.  
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| A new page '''Patron categories''' opens.
  
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|-  
+
|-
 +
| 01:25
 +
| Click on '''New Category.'''
 +
 
 +
|-
 
| 01:28
 
| 01:28
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| Click on '''New Category.'''  
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| A new page, '''New category '''opens up, prompting us to fill in some details.
  
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|-  
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|-
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| 01:31
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| 01:35
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| A new page, '''New category '''opens up, prompting us to fill in some details.  
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| As mentioned before, note that the '''fields''' marked in red are mandatory.
  
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|-  
+
|-
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| 01:38
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| 01:41
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| As mentioned before, note that the '''fields''' marked in red are mandatory.  
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| I have filled out a few details here. Please do so likewise.
  
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|-  
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|-
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| 01:45
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| 01:47
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| I have filled out a few details here. Please do so likewise.  
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| For '''Category type: '''from the drop-down list, select '''Staff.'''
  
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|-  
+
|-
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| 01:51
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| 01:53
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| For '''Category type: '''from the drop-down list, select '''Staff.'''  
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| For '''Branches limitation:''' select '''All Branches.'''
  
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|-  
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|-
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| 01:57
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| 01:58
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| For '''Branches limitation:''' select '''All Branches.'''
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| Next, click on '''Save''' at the bottom of the page.
  
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|-  
+
|-
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| 02:02
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| 02:03
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| Next, click on '''Save''' at the bottom of the page.  
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| The '''category''' name that we entered, appears on the page '''Patron categories.'''
  
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|-  
+
|-
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| 02:07
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| 02:09
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| The '''category''' name that we entered, appears on the page '''Patron categories.'''  
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| In my case, it says '''Library Staff.'''
  
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|-  
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|-
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| 02:14
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| 02:13
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| In my case, it says '''Library Staff.'''  
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| With this, a '''Patron Category''' has been created.
  
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|-  
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|-
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| 02:19
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| 02:17
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| With this, a '''Patron Category''' has been created.  
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| Next, we will learn how to add a '''Patron'''.
  
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|-  
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|-
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| 02:23
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| 02:21
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| Next, we will learn how to add a '''Patron'''.  
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| Click on '''Home '''at the top left corner.
  
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|-  
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|-
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| 02:28
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|02:25
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| Click on '''Home '''at the top left corner.  
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|The '''Koha homepage''' opens with a dialog box prompting us to '''Create a Patron.'''
  
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|-  
+
|-
 
|02:32
 
|02:32
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|The '''Koha homepage''' opens with a dialog box prompting us to '''Create a Patron.'''  
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|It is mandatory to create a '''Patron.''' Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
  
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|-  
+
|-
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|02: 39
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|02:42
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|It is mandatory to create a '''Patron.''' Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
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|As prompted in the dialog- box, click on '''Create Patron.'''
  
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|-  
+
|-
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|02:50
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| 02:48
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|As prompted in the dialog- box, click on '''Create Patron.'''  
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| Alternately, you may click on '''Patrons '''on the '''Koha home page'''.
  
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|-  
+
|-
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| 02:56
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|02:54
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| Alternately, you may click on '''Patrons '''on the '''Koha home page'''.
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|I will click on '''Create Patron.'''
  
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|-  
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|-
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|03:02
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|02:58
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|I will click on '''Create Patron.'''  
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|A new page opens. Click on the tab '''New Patron.'''
  
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|-  
+
|-
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|03:06
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| 03:04
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|A new page opens. Click on the tab '''New Patron.'''  
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| From the drop-down, I will select '''Library Staff.'''
  
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|-  
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|-
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| 03:12
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| 03:09
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| From the drop-down, I will select '''Library Staff.'''  
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| A new page- '''Add patron (Library Staff)''', opens up.
  
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|-  
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|-
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| 03:17
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| 03:14
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| A new page- '''Add patron (Library Staff)''', opens up.
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| Now, fill in the details required under the various sections like:
  
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|-
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'''Patron identity''',
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| 03:22
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| Now, fill in the details required under the various sections like:
+
  
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'''Patron identity''',  
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'''Main address''',
  
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'''Main address''',
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'''Contact '''etc.
  
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'''Contact '''etc.
+
|-
−
+
|03:26
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|-  
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| I have filled out few details as shown here.
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|03:34
+
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| I have filled out few details as shown here.  
+
  
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|-  
+
|-
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| 03:39
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| 03:31
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| If you don’t have information for any '''field''' listed here, then just leave it blank.  
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| If you don’t have information for any '''field''' listed here, then just leave it blank.
  
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|-  
+
|-
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| 03:47
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| 03:38
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| Pause the video and fill in all details and then resume the video.  
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| Pause the video and fill in all details and then resume the video.
  
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|-  
+
|-
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|03:53
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|03:44
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|Under the section '''Library management, '''locate the field '''Card Number'''.  
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|Under the section '''Library management, '''locate the field '''Card Number'''.
  
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|-  
+
|-
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| 04:01
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| 03:51
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| Note that the number '''1 '''is auto-generated by '''Koha.'''  
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| Note that the number '''1 '''is auto-generated by '''Koha.'''
  
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|-  
+
|-
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| 04:07
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| 03:56
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| Hence, you will see a different number on your '''Koha interface.'''  
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| Hence, you will see a different number on your '''Koha interface.'''
  
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|-  
+
|-
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| 04:13
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| 04:02
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|Next is '''Library.'''  
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|Next is '''Library.'''
  
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|-  
+
|-
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| 04:16
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| 04:05
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| From the drop-down, I will select '''Spoken Tutorial Library.'''  
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| From the drop-down, I will select '''Spoken Tutorial Library.'''
  
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|-  
+
|-
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| 04:21
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| 04:10
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| Recall: the '''Spoken Tutorial Library''' was created earlier in this series.  
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| Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
  
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|-  
+
|-
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| 04:28
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| 04:17
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| If you had given a different name, then choose that name here.  
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| If you had given a different name, then choose that name here.
  
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|-  
+
|-
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|04:34
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|04:22
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|For '''Category''', I will select '''Library Staff''' from the drop-down.  
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|For '''Category''', I will select '''Library Staff''' from the drop-down.
  
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|-  
+
|-
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|04:40
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|04:27
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|Under the section '''OPAC/Staff login, '''enter '''Username '''and '''Password.'''  
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|Under the section '''OPAC/Staff login, '''enter '''Username '''and '''Password.'''
  
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|-  
+
|-
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| 04:47
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| 04:34
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| Each new user should create a new '''Username '''and '''Password.'''  
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| Each new user should create a new '''Username '''and '''Password.'''
−
+
−
|-
+
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| 04:53
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−
| I will enter the '''Username '''as '''Bella''',
+
  
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|-  
+
|-
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| 04:57
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| 04:40
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| '''Password''' as '''library'''.
+
| I will enter the '''Username '''as '''Bella''',
  
−
|-  
+
|-
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|05:00
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| 04:43
 +
| '''Password''' as '''library'''.
 +
 
 +
|-
 +
|04:46
 
|Again, enter the same password in '''Confirm password: field'''.  
 
|Again, enter the same password in '''Confirm password: field'''.  
  
−
|-  
+
|-
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|05:06
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|04:52
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|Remember this '''username''' and password.  
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|Remember this '''username''' and password.
  
−
|-  
+
|-
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| 05:10
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| 04:56
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| This will be used a little later to give rights/permissions to a '''Staff.'''  
+
| This will be used a little later to give rights/permissions to a '''Staff.'''
  
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|-  
+
|-
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|05:17
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|05:02
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|After filling in all the details, go to the top of the page and click on '''Save.'''  
+
|After filling in all the details, go to the top of the page and click on '''Save.'''
  
−
|-  
+
|-
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|05:25
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|05:09
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|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.
  
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|-  
+
|-
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| 05:31
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| 05:15
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| 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.'''
  
−
|-  
+
|-
−
|05:41
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|05:24
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|To edit the sections, click on the '''Edit '''tab, located at the bottom of the respective sections.  
+
|To edit the sections, click on the '''Edit '''tab, located at the bottom of the respective sections.
  
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|-  
+
|-
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|05:49
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|05:32
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|Now let us learn how to give '''permission'''s to the '''Patrons.'''  
+
|Now let us learn how to give '''permission'''s to the '''Patrons.'''
  
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|-  
+
|-
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|05:55
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|05:36
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|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.'''
  
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|-  
+
|-
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|06:03
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|05:44
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|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.
  
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|-  
+
|-
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|06:09
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|05:51
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|Click on the check-box for '''(superlibrarian) Access to all librarian functions.'''  
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|Click on the check-box for '''(superlibrarian) Access to all librarian functions.'''
−
+
−
|-
+
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|06:16
+
−
|Then click on '''Save''' at the bottom of the page.
+
  
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|-  
+
|-
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|06:21
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|05:58
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|Now, '''Superlibrarian Ms Bella Tony,''' having access to all '''library functions''', has been created.  
+
|Then click on '''Save''' at the bottom of the page.
  
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|-  
+
|-
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|06:30
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|06:03
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|With this '''superlibrarian''' account, we can give rights/permissions to a '''Staff.'''  
+
|Now, '''Superlibrarian Ms Bella Tony,''' having access to all '''library functions''', has been created.
  
−
|-  
+
|-
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| 06:37
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|06:12
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| 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.'''
  
−
|-  
+
|-
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|06:43
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| 06:19
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|Let’s now learn how to give access to a '''Staff''' for a particular '''module'''.
+
| So, it’s a very important role in the '''Koha Library Management System.'''
  
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|-  
+
|-
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|06:50
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|06:25
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|Log-out from your current session as a '''Database administrative user'''.  
+
|Let’s now learn how to give access to a '''Staff''' for a particular '''module'''.
  
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|-  
+
|-
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| 06:56
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|06:31
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| To do so, go to the top right corner and click on '''No Library Set.'''  
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|Log-out from your current session as a '''Database administrative user'''.
  
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|-  
+
|-
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| 07:03
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| 06:36
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| From the drop-down, click on '''Log out.'''  
+
| To do so, go to the top right corner and click on '''No Library Set.'''
  
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|-  
+
|-
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|07:08
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| 06:43
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|Now, login with the '''Superlibrarian account.'''  
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| From the drop-down, click on '''Log out.'''
  
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|-  
+
|-
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|07:13
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|06:47
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|A '''Superlibrarian '''can give '''rights''' or '''permissions''' to another '''Staff '''for accessing any other '''module.'''  
+
|Now, login with the '''Superlibrarian account.'''
  
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|-  
+
|-
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| 07:22
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|06:52
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| For example- '''Cataloging module''',  '''Circulation module''',
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|A '''Superlibrarian '''can give '''rights''' or '''permissions''' to another '''Staff '''for accessing any other '''module.'''
  
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|-  
+
|-
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| 07:27
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| 07:00
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| '''Serial Control''', ''Acquisition''' etc.
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| For example- '''Cataloging module''', '''Circulation module''',
  
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|-  
+
|-
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|07:32
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| 07:05
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|As explained earlier '''Create a Patron.'''  
+
| '''Serial Control''', ''Acquisition''' etc.
  
−
|-  
+
|-
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| 07:36
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|07:10
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| Click on the tab '''New Patron'''. From the drop-down, select '''Library Staff'''.
+
|As explained earlier '''Create a Patron.'''
  
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|-  
+
|-
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| 07:43
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| 07:14
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| Select '''Salutation '''as '''Ms.''' Enter the '''Surname '''as '''Samruddhi'''.  
+
| Click on the tab '''New Patron'''. From the drop-down, select '''Library Staff'''.
  
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|-  
+
|-
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|07:51
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| 07:21
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|For '''Category, '''select '''Library Staff '''from the drop-down.  
+
| Select '''Salutation '''as '''Ms.''' Enter the '''Surname '''as '''Samruddhi'''.
  
−
|-  
+
|-
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| 07:57
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|07:29
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| Do not select any other option.  
+
|For '''Category, '''select '''Library Staff '''from the drop-down.
  
−
|-  
+
|-
−
|08:01
+
| 07:35
−
|Under the section '''OPAC/Staff login, '''
+
| Do not select any other option.
  
−
enter the '''Username''' as '''Samruddhi''' and '''Password '''as '''patron'''.
+
|-
 +
|07:39
 +
|Under the section '''OPAC/Staff login, '''
  
−
|-  
+
|-
−
|08:13
+
| 07:43
−
|Again, enter the same '''Password '''in the '''Confirm password''' field.  
+
| enter the '''Username''' as '''Samruddhi''' and '''Password '''as '''patron'''.
  
−
|-  
+
|-
−
|08:20
+
|07:51
−
|Remember this '''username''' and '''password''' as this will be used for further '''login''' as a '''staff'''.  
+
|Again, enter the same '''Password '''in the '''Confirm password''' field.
  
−
|-  
+
|-
−
|08:27
+
|07:57
−
|After filling in all the details, click on '''Save''' at the top of the page.  
+
|Remember this '''username''' and '''password''' as this will be used for further '''login''' as a '''staff'''.
  
−
|-  
+
|-
−
|08:34
+
|08:05
−
|Now, give permissions to this particular '''Patron.'''  
+
|After filling in all the details, click on '''Save''' at the top of the page.
  
−
|-  
+
|-
−
|08:39
+
|08:12
−
|Go to the tab '''More '''and click on '''Set Permissions.'''  
+
|Now, give permissions to this particular '''Patron.'''
  
−
|-  
+
|-
−
|08:45
+
|08:16
−
|A new page opens with the title '''Set permissions for Samruddhi.'''  
+
|Go to the tab '''More '''and click on '''Set Permissions.'''
  
−
|-  
+
|-
−
| 08:52
+
|08:22
−
| This is the name of the '''Patron '''we created.
+
|A new page opens with the title '''Set permissions for Samruddhi.'''
  
−
|-  
+
|-
−
|08:57
+
| 08:28
−
|Click on the check-box for '''(circulate) Check out and check in items.'''.  
+
| This is the name of the '''Patron '''we created.
  
−
|-  
+
|-
−
|09:04
+
|08:32
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|Next, click on the check box for '''(catalogue) Required for staff login.'''  
+
|Click on the check-box for '''(circulate) Check out and check in items.'''.
  
−
|-  
+
|-
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|09:12
+
|08:38
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|Also, click on '''(borrowers) Add, modify and view patron information.'''  
+
|Next, click on the check box for '''(catalogue) Required for staff login.'''
  
−
|-  
+
|-
−
|09:19
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|08:46
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|Next, click on the plus sign here.  
+
|Also, click on '''(borrowers) Add, modify and view patron information.'''
  
−
|-  
+
|-
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| 09:24
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|08:52
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| Click on '''reserveforothers Place and modify holds for patrons.'''
+
|Next, click on the plus sign here.
  
−
|-  
+
|-
−
| 09:31
+
| 08:56
−
| Next, come to the tab '''Edit catalog'''.
+
| Click on '''reserveforothers Place and modify holds for patrons.'''
  
−
|-  
+
|-
−
| 09:35
+
| 09:03
−
| Click on the plus sign.  And, click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''  
+
| Next, come to the tab '''Edit catalog'''.
  
−
|-  
+
|-
−
|09:46
+
| 09:07
−
|Next, come to the tab '''Acquisition '''. Click on the plus sign.  And, click on '''(acquisition) Acquisition and/or suggestion management.'''  
+
| Click on the plus sign.  And, click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
  
−
|-  
+
|-
−
|09:59
+
|09:17
−
|Next, for the tab '''tool'''s, click on the plus sign here.  
+
|Next, come to the tab '''Acquisition '''. Click on the plus sign. And, click on '''(acquisition) Acquisition and/or suggestion management.'''
  
−
|-  
+
|-
−
| 10:05
+
|09:30
−
| And, click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time.'''  
+
|Next, for the tab '''tool'''s, click on the plus sign here.
  
−
|-  
+
|-
−
|10:16
+
| 09:36
−
|Next, click on '''(edit_patrons) Perform batch modification of patrons.'''  
+
| And, click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time.'''
  
−
|-  
+
|-
−
|10:24
+
|09:47
−
|Also, select '''(import_patrons) Import patron data.'''  
+
|Next, click on '''(edit_patrons) Perform batch modification of patrons.'''
  
−
|-  
+
|-
−
|10:30
+
|09:55
−
|Next, also click on '''Edit authorities.'''  
+
|Also, select '''(import_patrons) Import patron data.'''
  
−
|-  
+
|-
−
|10:36
+
|10:01
−
|Next, come to the tab '''(reports), Allow access to the reports module.'''  
+
|Next, also click on '''Edit authorities.'''
  
−
|-  
+
|-
−
| 10:43
+
|10:07
−
|Click on the '''plus sign '''and select '''(execute _reports) Execute SQL reports'''.
+
|Next, come to the tab '''(reports), Allow access to the reports module.'''
  
−
|-  
+
|-
−
|10:52
+
| 10:14
−
|Then click on '''Save '''at the bottom of the page.  
+
|Click on the '''plus sign '''and select '''(execute _reports) Execute SQL reports'''.
  
−
|-  
+
|-
−
|10:57
+
|10:23
−
|With this we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''
+
|Then click on '''Save '''at the bottom of the page.
  
−
|-  
+
|-
−
|11:07
+
|10:28
 +
|With this we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''
 +
 
 +
|-
 +
|10:37
 
|Now, log-out from the '''superlibrarian account.'''  
 
|Now, log-out from the '''superlibrarian account.'''  
  
−
|-  
+
|-
−
| 11:11
+
| 10:42
−
| To do so, go to the top right corner. Click on '''spoken tutorial library ''' , from the drop-down click on '''Log out.'''  
+
| To do so, go to the top right corner. Click on '''spoken tutorial library ''' , from the drop-down click on '''Log out.'''
  
−
|-  
+
|-
−
|11:23
+
|10:54
−
|With this, we come to the end of this tutorial.  
+
|With this, we come to the end of this tutorial.
  
−
|-  
+
|-
−
|11:27
+
|10:58
−
|Let us summarize. In this tutorial, we learnt to:  
+
|Let us summarize. In this tutorial, we learnt to:
  
−
|-  
+
|-
−
| 11:33
+
| 11:03
−
| Add a '''Patron category''',  
+
| add a '''Patron category''',
  
−
Create a''' Patron''',  
+
create a''' Patron''',
  
−
|-  
+
|-
−
| 11:39
+
| 11:08
−
|  Create a '''Superlibrarian''',  
+
|  create a '''Superlibrarian''',
  
−
Give access to a '''Staff '''for a particular '''module'''.  
+
give access to a '''Staff '''for a particular '''module'''.
  
−
|-  
+
|-
−
|11:47
+
|11:16
−
|For '''Assignments''' - add a new '''Patron Category- 'Research Scholar’'''.  
+
|For '''Assignments''' - add a new '''Patron Category- 'Research Scholar’'''.
  
−
|-  
+
|-
−
|11:54
+
|11:23
−
|Assignment for '''Superlibrarian:''' add a new '''Staff''' for the following roles-  
+
|Assignment for '''Superlibrarian:''' add a new '''Staff''' for the following roles-
  
−
|-  
+
|-
−
| 12:01
+
| 11:30
−
| Assign all '''Cataloging rights''',  
+
|assign all '''Cataloging rights''',
  
−
and  add all '''Acquisition rights'''.  
+
and  add all '''Acquisition rights'''.
  
−
|-  
+
|-
−
| 12:09
+
| 11:37
−
|The video at the following link summarizes the '''Spoken Tutorial project.''' Please download and watch it.  
+
|The video at the following link summarizes the '''Spoken Tutorial project.''' Please download and watch it.
  
−
|-  
+
|-
−
| 12:17
+
| 11:45
−
| The '''Spoken Tutorial Project''' Team: conducts workshops and  gives certificates. For more details, please write to us.  
+
| The '''Spoken Tutorial Project''' Team: conducts workshops and  gives certificates. For more details, please write to us.
  
−
|-  
+
|-
−
|12:28
+
|11:56
−
| Please post your timed queries in this forum.  
+
| Please post your timed queries in this forum.
  
−
|-  
+
|-
−
| 12:32
+
| 12:00
−
| '''Spoken Tutorial project '''is funded by '''NMEICT, MHRD,''' Government of India. More information on this mission is available at this link.  
+
| '''Spoken Tutorial project '''is funded by '''NMEICT, MHRD,''' Government of India. More information on this mission is available at this link.
  
−
|-  
+
|-
−
|12:45
+
|12:12
−
|This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.  
+
|This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.
  
 
|}
 
|}

Revision as of 18:09, 11 February 2019

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.

00:34 To follow this tutorial, learners should have knowledge of Library Science.
00:40 To practice this tutorial, you should have Koha installed on your system.
00:46 And, You should also have Admin access in Koha.
00:51 Please refer to the Koha spoken tutorial series on this website for more details.
00:58 Let us begin by learning how to add a Patron category.
01:03 Log in to Koha using your database administrator username and password.
01:11 Click on Koha Administration.
01:15 Under Patrons and circulation, click on Patron categories.
01:21 A new page Patron categories opens.
01:25 Click on New Category.
01:28 A new page, New category opens up, prompting us to fill in some details.
01:35 As mentioned before, note that the fields marked in red are mandatory.
01:41 I have filled out a few details here. Please do so likewise.
01:47 For Category type: from the drop-down list, select Staff.
01:53 For Branches limitation: select All Branches.
01:58 Next, click on Save at the bottom of the page.
02:03 The category name that we entered, appears on the page Patron categories.
02:09 In my case, it says Library Staff.
02:13 With this, a Patron Category has been created.
02:17 Next, we will learn how to add a Patron.
02:21 Click on Home at the top left corner.
02:25 The Koha homepage opens with a dialog box prompting us to Create a Patron.
02:32 It is mandatory to create a Patron. Otherwise in database administrator role, some parts of Koha will not function.
02:42 As prompted in the dialog- box, click on Create Patron.
02:48 Alternately, you may click on Patrons on the Koha home page.
02:54 I will click on Create Patron.
02:58 A new page opens. Click on the tab New Patron.
03:04 From the drop-down, I will select Library Staff.
03:09 A new page- Add patron (Library Staff), opens up.
03:14 Now, fill in the details required under the various sections like:

Patron identity,

Main address,

Contact etc.

03:26 I have filled out few details as shown here.
03:31 If you don’t have information for any field listed here, then just leave it blank.
03:38 Pause the video and fill in all details and then resume the video.
03:44 Under the section Library management, locate the field Card Number.
03:51 Note that the number 1 is auto-generated by Koha.
03:56 Hence, you will see a different number on your Koha interface.
04:02 Next is Library.
04:05 From the drop-down, I will select Spoken Tutorial Library.
04:10 Recall: the Spoken Tutorial Library was created earlier in this series.
04:17 If you had given a different name, then choose that name here.
04:22 For Category, I will select Library Staff from the drop-down.
04:27 Under the section OPAC/Staff login, enter Username and Password.
04:34 Each new user should create a new Username and Password.
04:40 I will enter the Username as Bella,
04:43 Password as library.
04:46 Again, enter the same password in Confirm password: field.
04:52 Remember this username and password.
04:56 This will be used a little later to give rights/permissions to a Staff.
05:02 After filling in all the details, go to the top of the page and click on Save.
05:09 A new page with the name of the Patron and card number opens.
05:15 In this case, as entered earlier, the page has Patron as Ms Bella Tony with card number 1.
05:24 To edit the sections, click on the Edit tab, located at the bottom of the respective sections.
05:32 Now let us learn how to give permissions to the Patrons.
05:36 On the same page, locate the tab More and click on Set Permissions.
05:44 A new page with the title Set permissions for Bella Tony, opens up.
05:51 Click on the check-box for (superlibrarian) Access to all librarian functions.
05:58 Then click on Save at the bottom of the page.
06:03 Now, Superlibrarian Ms Bella Tony, having access to all library functions, has been created.
06:12 With this superlibrarian account, we can give rights/permissions to a Staff.
06:19 So, it’s a very important role in the Koha Library Management System.
06:25 Let’s now learn how to give access to a Staff for a particular module.
06:31 Log-out from your current session as a Database administrative user.
06:36 To do so, go to the top right corner and click on No Library Set.
06:43 From the drop-down, click on Log out.
06:47 Now, login with the Superlibrarian account.
06:52 A Superlibrarian can give rights or permissions to another Staff for accessing any other module.
07:00 For example- Cataloging module, Circulation module,
07:05 Serial Control', Acquisition etc.
07:10 As explained earlier Create a Patron.
07:14 Click on the tab New Patron. From the drop-down, select Library Staff.
07:21 Select Salutation as Ms. Enter the Surname as Samruddhi.
07:29 For Category, select Library Staff from the drop-down.
07:35 Do not select any other option.
07:39 Under the section OPAC/Staff login,
07:43 enter the Username as Samruddhi and Password as patron.
07:51 Again, enter the same Password in the Confirm password field.
07:57 Remember this username and password as this will be used for further login as a staff.
08:05 After filling in all the details, click on Save at the top of the page.
08:12 Now, give permissions to this particular Patron.
08:16 Go to the tab More and click on Set Permissions.
08:22 A new page opens with the title Set permissions for Samruddhi.
08:28 This is the name of the Patron we created.
08:32 Click on the check-box for (circulate) Check out and check in items..
08:38 Next, click on the check box for (catalogue) Required for staff login.
08:46 Also, click on (borrowers) Add, modify and view patron information.
08:52 Next, click on the plus sign here.
08:56 Click on reserveforothers Place and modify holds for patrons.
09:03 Next, come to the tab Edit catalog.
09:07 Click on the plus sign. And, click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).
09:17 Next, come to the tab Acquisition . Click on the plus sign. And, click on (acquisition) Acquisition and/or suggestion management.
09:30 Next, for the tab tools, click on the plus sign here.
09:36 And, click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.
09:47 Next, click on (edit_patrons) Perform batch modification of patrons.
09:55 Also, select (import_patrons) Import patron data.
10:01 Next, also click on Edit authorities.
10:07 Next, come to the tab (reports), Allow access to the reports module.
10:14 Click on the plus sign and select (execute _reports) Execute SQL reports.
10:23 Then click on Save at the bottom of the page.
10:28 With this we have given all required rights to a Library Staff with the name Ms. Samruddhi.
10:37 Now, log-out from the superlibrarian account.
10:42 To do so, go to the top right corner. Click on spoken tutorial library , from the drop-down click on Log out.
10:54 With this, we come to the end of this tutorial.
10:58 Let us summarize. In this tutorial, we learnt to:
11:03 add a Patron category,

create a Patron,

11:08 create a Superlibrarian,

give access to a Staff for a particular module.

11:16 For Assignments - add a new Patron Category- 'Research Scholar’.
11:23 Assignment for Superlibrarian: add a new Staff for the following roles-
11:30 assign all Cataloging rights,

and add all Acquisition rights.

11:37 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
11:45 The Spoken Tutorial Project Team: conducts workshops and gives certificates. For more details, please write to us.
11:56 Please post your timed queries in this forum.
12:00 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:12 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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