Difference between revisions of "Koha-Library-Management-System/C2/How-to-create-a-library/English"

Revision as of 11:53, 15 March 2017

Visual Cue	Narration
Slide Title Slide	Welcome to the Spoken Tutorial on How to create a Library in Koha.
Slide Learning Objectives	In this tutorial we will learn how to - Create a library, Create a Group Edit a library
Slide System Requirement	To record this tutorial, I am using Ubuntu Linux OS 16.04 Koha version 16.05
Slide Pre-requisites	To follow this tutorial, learners should have knowledge of Library Science.
Slide Pre-requisites	To practice this tutorial, you should have Koha installed on your system. And you should also have Admin access in Koha. For more details, please refer to the Koha Spoken Tutorial series on this website.
Show Koha interface	Let us begin. I have already installed Koha on my system. Let me switch to the Koha interface.
Log into Koha with Username as koha_library and Password as ******.	Log into Koha using the username and password given at the time of installation. On my system, I had given Username as koha_library. Now type the Password that was noted down from the conf.xml file.
	The Koha main page opens.
Cursor on dialogue box	On the main page, a dialog box appears prompting us to create a Patron. You may ignore this dialog box for now. It will be explained in a later tutorial in the same series.
	First of all we will start by enabling AutoLocation. We will be using this information later in this tutorial.
Go to Koha Administration>> Global System Preferences	Go to Koha Administration. And click on Global System Preferences.
Click on the tab Administration	Click on the tab Administration, located on the left side. Under the section Login options, go to AutoLocation. And from the drop-down change Don't require to Require.
Go to the bottom of the page. Click on Save all Administration preferences .	Next go to the bottom of the page. And click on Save all Administration preferences.
	Let’s move ahead.
Slide	While setting up Koha- We should add the details of every Branch Library' that we will create in Koha'Bold text. This data is used in several areas of Koha.
	Now, let’s add a new library.
Show Koha interface	Switch back to Koha interface.
Home >> Koha Administration	Go to Home and click on Koha Administration.
Go to section Basic parameters	Locate the section Basic parameters.
Click on- Libraries and groups	And click on Libraries and groups.
Click on tab + New Library'	To add a new library, click on tab '+ New Library'
Cursor on '+ New Group'	We will skip the group section for now.
Cursor on new Library	Click on the tab +New Library.
Point to the red asterisk fields	In this page, note that all the fields marked in red, are mandatory.
Pause and fill in the details	Fill in the fields Library code and Name for your library, as I have done here.
Red box highlight on library code	Some important things to note are- There should be no space in the library code And it should be less than 10 characters long. This code will be used as a unique identifier in the database.
Red box highlight on Address section	The next section is where we have to fill our library’s contact details like- Address, phone no., etc.
Fill in the details as follows- Address line 1: IIT Bombay Address line 2: Powai Address line 3: --- City: Mumbai State: Maharashtra ZIP/Postal code: 400076 Country: India Phone: ******** Fax:**	I have filled the details as shown here. If you don’t have information for any field listed here, then just leave it blank. Likewise, fill in your library’sBold text details on this page.
Previous screen Highlight Address and Phone with a red box	The address and phone details can be used to make custom notices for your library later. These details can also be used by members when they want to contact the library.
Red box highlight on Email id	The Email id field is not mandatory, as you can see. However, it is extremely important to have an email id for the library you create. This is the email id from where the notices to the members go to and come from.
Fill abtworkshop21@gmail.com	Gmail id is preferable as it can be easily configured for sending mail and/or receiving mail.
Point to Reply-To and Return-Path fields.	Below the Email id field, we have Reply-To and Return-Path fields.
Red box highlight on Reply-To Fill stlibreoffice@gmail.com	Reply-To If you would like to specify another default email address for all replies to notices, you can do that here. I will add Reply-To email id as stlibreoffice@gmail.com
Point to Email id	If this is left blank, then all replies will go to the Email id given above.
	Coming to Return-Path. This is the email address that all bounced messages will go to.
Point to Email id	If this is left blank, then all bounced messages will go to the Email id given above.
Red box highlight on Email id, Reply-To, Return-Path	So basically, three different email ids can be used for Email id Reply-To and Return-Path However, if only one email id is provided, then by default, Koha will use it for all three fields.
Red box highlight on URL http://www.iitb.ac.in/en/education/academic-divisions	Next, mention the URL of your library in the field, like I have done here.
Show the screenshot of the holdings table on the OPAC	On filling the URL field, the particular library name will be linked in the holdings table on the OPAC.
	After this, we have to fill the OPAC info.
In OPAC info: Fill the following- Spoken Tutorial Library, Mumbai. Powai- 400001	This is where you have to put information about your library. I have entered information about my library, here.
Show the screenshot of mouse-over on Library name in the holdings table on the OPAC	This info will appear in the OPAC when we move the cursor over the library name in the holdings table.
Slide OPAC info :	If the URL of a particular branch library is put in this field, then- OPAC will tell us the branch library where the book is available.
Slide OPAC info:	To get the hyper-link address information, hover the mouse on the link. This will give the address of the particular branch library where the book can be issued from.
Point to IP address	Next we have the IP address.
Switch back to Koha.	Let's switch back to the Koha interface.
Red box highlight on IP address	If you wish to limit the access of your staff to a specific IP address, then fill the IP address like I have done here.
Red box highlight on IP address	Please note- we had enabled AutoLocation at the beginning of this tutorial. So here, IP address has to be mentioned.
Red box highlight on Notes	Lastly, we have the Notes field. This is where you can fill in any notes for future reference. These will not be displayed in OPAC.
Click on the Submit button	After entering all the details, click on the Submit button.
Cursor on the name of the new added library Cursor on the page Libraries	The name of the newly added library appears on the Libraries page. In our case, "Spoken Tutorial Library".
	<<PAUSE>>
	Let us now see when to use the Group Library option.
	If you want to add a new Group, click on the tab New Group.
Slide Use Group Library to group branch libraries like- Chemistry Library, Physics Library, Biology Library	Suppose you have a few branch libraries, use "Group Library" to group branches like- Chemistry Library, Physics Library, Biology Library Name this group as Science library which falls under the main library.
Slide Grouping can be done on the basis of- similarities and/or some similar characteristics etc.	Grouping can be done on the basis of- similarities and/or similar characteristics etc.
	This brings us to the end of this tutorial.
Slide Summary	Let us summarize In this tutorial, we learnt to- Create a library Create a Group and Edit a library
Slide Assignment Create a new library and Create a new group	As an assignment- Create a new library and Create a new group
Slide About Spoken Tutorial project The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.	The video at the following link summarises the Spoken Tutorial project. Please download and watch it.
Slide Spoken Tutorial workshops The Spoken Tutorial Project team conducts workshops using spoken tutorials and gives certificates on passing online tests. For more details, please write to us.	The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us.
Slide Forum for specific questions: Do you have questions in THIS Spoken Tutorial? Please visit this site Choose the minute and second where you have the question Explain your question briefly Someone from our team will answer them	Forum for specific questions: Do you have questions in THIS Spoken Tutorial? Please visit this site Choose the minute and second where you have the question Explain your question briefly Someone from our team will answer them
Slide Forum for specific questions: The Spoken Tutorial forum is for specific questions on this tutorial. Please do not post unrelated and general questions on them. This will help reduce the clutter. With less clutter, we can use these discussions as instructional material.	Forum for specific questions: The Spoken Tutorial forum is for specific questions on this tutorial. Please do not post unrelated and general questions on them This will help reduce the clutter With less clutter, we can use these discussions as instructional material
Slide Acknowledgement Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.	Acknowledgement 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

Difference between revisions of "Koha-Library-Management-System/C2/How-to-create-a-library/English"

Revision as of 11:53, 15 March 2017

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@@ Line 7: / Line 7: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
 Title Slide
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Welcome to the Spoken Tutorial on '''How to create a Library.'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Welcome to the Spoken Tutorial on '''How to create a Library''' in '''Koha'''.
 |-
@@ Line 50: / Line 50: @@
 I have already installed '''Koha''' on my system.
-Let me switch to the interface.
+Let me switch to the '''Koha''' interface.
 |-
@@ Line 85: / Line 85: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Go to '''Koha Administration'''.
-Click on '''Global System Preferences'''.
+And click on '''Global System Preferences'''.
 |-
@@ Line 91: / Line 91: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Click on the tab '''Administration''', located on the left side.
-Under the section '''Login options, '''
+Under the section '''Login options, ''' go to '''AutoLocation. '''
-go to '''AutoLocation '''
+And from the drop-down change '''Don't require''' to '''Require'''.
-and from the drop down change No to Yes
 |-
@@ Line 113: / Line 111: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| While setting up '''Koha-'''
-* Add information for every '''Branch Library''' that will be shared through your system.
+* We should add the details of every '''Branch Library''' that we will create in '''Koha''''''Bold text'''.
 * This data is used in several areas of '''Koha'''.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"|
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Now, let’s add a new library'''.'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Now, let’s add a new library.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Show '''Koha''' interface
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Switch back to '''Koha''' interface
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Switch back to '''Koha''' interface.
 |-
@@ Line 134: / Line 132: @@
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Click on- '''Libraries and groups'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on '''Libraries and groups.'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| And click on '''Libraries and groups.'''
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Click on tab '''+ New Library''''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| To add a new '''library:'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| To add a new '''library''', click on tab ''''+ New Library''''
-* Click on tab ''''+ New Library''''
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Cursor on ''''+ New Group''''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| If you want to add a new '''group'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| We will skip the '''group''' section for now.
-* Click on tab ''''+ New Group''''
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Cursor on new Library
-| style="border:0.75pt solid #000000;padding:0.071cm;"| We will add a new Library
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on the tab '''+New Library'''.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Point to the red asterisk fields
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Note that: all the field marked in red are mandatory.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| In this page, note that all the fields marked in red, are mandatory.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Pause and fill in the details
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Fill in the fields '''Library code '''and '''Name '''for your '''library '''as I have done here.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Fill in the fields '''Library code '''and '''Name '''for your '''library, '''as I have done here.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''library code'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Some important things to note.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Some important things to note are-
-* The '''library code''' should not contain spaces and should not be more than 10 characters.
+* There should be no space in the '''library code'''
+* And it should be less than 10 characters long.
 * This code will be used as a unique identifier in the database.
-|-
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''Groups'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| We will skip the '''Groups''' section for now.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on Address section
-| style="border:0.75pt solid #000000;padding:0.071cm;"| The next section is where we have to fill our library’s contact details like-
+| style="border:0.75pt solid #000000;padding:0.071cm;"| The next section is where we have to fill our '''library’s''' contact details like-
-Address, phone no., etc.
+*Address, phone no., etc.
 |-
@@ Line 197: / Line 188: @@
 If you don’t have information for any field listed here, then just leave it blank.
-Likewise, fill in your library’s details on this page.
+Likewise, fill in your library’s'''Bold text''' details on this page.
 |-
@@ Line 203: / Line 194: @@
 Highlight Address and Phone with a red box
-| style="border:0.75pt solid #000000;padding:0.071cm;"| The '''address '''and '''phone''' details can be used to make custom notices for your library.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| The '''address '''and '''phone''' details can be used to make custom notices for your '''library''' later.
 These details can also be used by members when they want to contact the '''library'''.
@@ Line 219: / Line 210: @@
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Fill '''abtworkshop21@gmail.com'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| '''Gmail id '''is preferable as it can be configured for sending mail and/or receiving mail.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| '''Gmail id '''is preferable as it can be easily configured for sending mail and/or receiving mail.
 |-
@@ Line 235: / Line 226: @@
 *you can do that here.
-I will add '''Reply-To '''email id as [mailto:stlibreoffice@gmail.com stlibreoffice@gmail.com],
+I will add '''Reply-To '''email id as stlibreoffice@gmail.com
 |-
@@ Line 267: / Line 258: @@
 [http://www.iitb.ac.in/en/education/academic-divisions http://www.iitb.ac.in/en/education/academic-divisions]
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Next, mention the '''URL''' of your library in the field like I have done here
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Next, mention the '''URL''' of your library in the field, like I have done here.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Show the screenshot of the holdings table on the OPAC
-| style="border:0.75pt solid #000000;padding:0.071cm;"| If the '''URL''' field is filled, then the library name will be linked in the '''holdings table''' on the '''OPAC.'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| On filling the '''URL''' field, the particular '''library''' name will be linked in the '''holdings table''' on the '''OPAC.'''
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"|
-| style="border:0.75pt solid #000000;padding:0.071cm;"| After this, we have to fill in '''OPAC info.'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| After this, we have to fill the '''OPAC info.'''
 |-
@@ Line 285: / Line 276: @@
 '''Powai- 400001'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| This is where you have to put information about your library.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| This is where you have to put information about your '''library'''.
-I have entered information about my library, here.
+I have entered information about my '''library''', here.
 |-
@@ Line 294: / Line 285: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| This info will
 *appear in the '''OPAC'''
-*when the cursor is moved over the library name in the '''holdings table.'''
+*when we move the cursor over the '''library''' name in the '''holdings table.'''
 |-
@@ Line 305: / Line 296: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"|
-If the '''URL''' for a particular branch library is put in this field, then-
+If the '''URL''' of a particular '''branch library''' is put in this field, then-
-* '''OPAC''' will tell us the branch library where the book is available.
+* '''OPAC''' will tell us the '''branch library''' where the book is available.
 |-
@@ Line 312: / Line 303: @@
 '''OPAC info''':
-| style="border:0.75pt solid #000000;padding:0.071cm;"| To get the hyper-link address information hover the mouse on the link
+| style="border:0.75pt solid #000000;padding:0.071cm;"| To get the hyper-link address information, hover the mouse on the link.
-* This will give the address of the particular branch library:
+* This will give the address of the particular '''branch library'''
 * where the book can be issued from.
@@ Line 320: / Line 311: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''IP address'''
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Next we have the '''IP address.'''
 |-
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''IP address'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Switch back to '''Koha'''.
-| style="border:0.75pt solid #000000;padding:0.071cm;"| '''IP address''' has to be filled in if you plan on limiting access of your staff to a specific '''IP address'''.
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Let's switch back to the '''Koha''' interface.
-I will leave this blank.
+|-
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''IP address'''
+| style="border:0.75pt solid #000000;padding:0.071cm;"| If you wish to limit the access of your staff to a specific '''IP address''', then fill the '''IP address''' like I have done here.
 |-
@@ Line 335: / Line 329: @@
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''Notes'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Lastly, we have the '''Notes '''field. &nbsp;
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Lastly, we have the '''Notes '''field.
-This is where you can fill in any notes for your reference. &nbsp;
+This is where you can fill in any notes for future reference.
 These will not be displayed in '''OPAC.'''
@@ Line 351: / Line 345: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"| The name of the newly added '''library''' appears on the '''Libraries '''page.
+In our case, '''"Spoken Tutorial Library"'''.
 |-
@@ Line 359: / Line 355: @@
 | style="border:0.75pt solid #000000;padding:0.071cm;"|
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Let us now see when to use the '''Group Library '''option.
+|-
+| style="border:0.75pt solid #000000;padding:0.071cm;"|
+| style="border:0.75pt solid #000000;padding:0.071cm;"| If you want to add a new '''Group''', click on the tab '''New Group'''.
 |-
 | style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
-Use '''Group Library''' to group branch '''libraries''' like-
+Use '''Group Library''' to group '''branch libraries''' like-
 * '''Chemistry Library''',
@@ Line 369: / Line 369: @@
 * '''Biology Library'''
-| style="border:0.75pt solid #000000;padding:0.071cm;"| Suppose you have a few branch '''libraries'''. For e.g.-
+| style="border:0.75pt solid #000000;padding:0.071cm;"| Suppose you have a few branch '''libraries''', use '''"Group Library"''' to group '''branches''' like-
 * '''Chemistry Library''',
@@ Line 375: / Line 375: @@
 * '''Biology Library'''
-and you want to group them.
-In such a scenario use the '''Group Library''' option.
+Name this group as '''Science library''' which falls under the '''main library'''.
-Name this group as '''Science library''' which falls under the main '''library'''.
 |-
@@ Line 389: / Line 386: @@
 * similarities and/or some similar characteristics etc.
 | style="border:0.75pt solid #000000;padding:0.071cm;"|
@@ Line 412: / Line 408: @@
 In this tutorial, we learnt to-
-* '''Create a library'''
+* Create a '''library'''
-* '''Create a Group''' and
+* Create a '''Group''' and
-* '''Edit a library'''
+* Edit a '''library'''
 |-
@@ Line 423: / Line 419: @@
 '''Assignment'''
-* '''Create a new library''' and
+* Create a new '''library''' and
-* '''Create a new group'''
+* Create a new '''group'''
 | style="border:0.75pt solid #000000;padding:0.106cm;"|
@@ Line 430: / Line 426: @@
 As an assignment-
-* '''Create a new library''' and
+* Create a new '''library''' and
-* '''Create a new group'''
+* Create a new '''group'''
 |-
@@ Line 463: / Line 459: @@
 Do you have questions in THIS '''Spoken Tutorial'''?
 * Please visit this site
@@ Line 469: / Line 464: @@
 * Explain your question briefly
 * Someone from our team will answer them
 | style="border:1pt solid #000000;padding:0.176cm;"| Forum for specific questions:
@@ Line 495: / Line 489: @@
 | style="border:1pt solid #000000;padding:0.176cm;"| '''Forum for specific questions:'''
-The '''Spoken Tutorial forum''' is for specific questions on this tutorial
+The '''Spoken Tutorial forum''' is for specific questions on this tutorial.