creation, edition and deletion of user patron
TRANSCRIPT
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CREATION, EDITION AND DELETION OF USER PATRON
Mr. PRASANNA DEVARAMATHA ANILKUMAR Research Scholar
Department of Library and Information ScienceGulbarga University, Gulbarga
KarnatakaE- Mail : [email protected]
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Objectives :
How to create user patron
How to enter the details of users
How to edit/ Modify the patron
How to upload the image of user
How to enter bulk user patron by using M S
Excel
How to Import user patron from excel to
KOHA
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Home page of KOHA staff client
Steps :
Steps:
click on patrons
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Step 2 :
Click on NEW module and choose which one is suitable for particular user.
Ex: If you choose student means the next step you follow.
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Salutation : Mr./ Mrs./ Miss / Ms.
Surname : Ex : Shiyali Ramamrita
First Name : Ranganathan
Date of Birth :DD/ MM / YYYY
Initials : S R R
Other name : S R Ranganathan.
Gender : Female/ Male/ N/A
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This is Address Area of user
You put details of user address clearly
Note : this is not mandatory
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This is Contact Details of Users including Phone no. Mobile No. and E – Mail
These are helpful to in future whenever you circulate the library documents its help to send details of circulation history’s message/ Mail to users and intimation to due date and etc.
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This is alternative address and contact details of users, if user have permanent and temporary address separately
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This is for identification of users universally
Card Number is Mandatory ( required )
Ex : 140101 / 14ME01(use both letters or numbers)
Category : Students/ Staff/ Teacher / Library etc.
Sort 1 : this is belongs to your plan Ex : ME
Sort 2 : this is belongs to your plan EX: BE/ UG
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This is Library Set up :
You put Registration/ admission date : DD/MM/YYYY
Expiry Date : DD/MM/YYYY ( both are required)
If any OPAC / Circulation note is there means you write on this note. Its helpful to circulation the library documents to specific user..
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This part is required information about OPAC
OPAC login : Ex : Card No. / Name of the Users
Password : Ex: XXXXXX ( whichever you want )
After that you check carefully whichever information you put and then click on SAVE
After users have able to change their password in the module of OPAC.
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Upload user image for identification :
Click on patternEnter the user card no/ nameClick on choose fileChoose file from your computerClick on uploadNote : only PNG, GIF, JPEG, XPM formats are
supported.
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This is the page of patron details of particular user With image also
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If more users are there means, we go through the bulk user pattern creation by using M S Excel.
First we can plan which fields are important / required for creation of user pattern using KOHA .
Enter large number of users at a same time :
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We Save that M S Excel File as a CSV ( Comma delimited)
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Steps to be followed for import patron :
go to Home page of KOHAGo to Toolsclick on Import patternsclick on Choose File Choose file from which you saved in M S Excel
sheet.
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Fill the default value of fields :
Note : as in excel sheet ,B : SurnameC : First nameN : Initials and etc.
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click on Import menu ( after selecting the file and filling the default value )Note : Import option is located at bottom of this page.
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After result will be come if you filled default values in right/ correct manner
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Set permission for Library Staff : Go to Patron Enter the Card No/ Name of User in search box Click Enter / on search patron Click on MORE drop down Menu Select set permission
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Set permission for Library StaffClick on which one are related particular staff memberAfter the select items click on set flags
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Conclusion :
KOHA open source integrated library system.
Library is a user oriented knowledge centre.
Koha given special features to creation of user
patron
It allow to user change their password to use
OPAC and
get details of their transactions of library
documents
It allow to upload user image for identification.
It allow to import bulk user patron from M S
Excel.
It is easy to edit and delete the patron
Its special feature is set permission to library
staff for
the purpose of security of data.
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