creation, edition and deletion of user patron

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CREATION, EDITION AND DELETION OF USER PATRON Mr. PRASANNA DEVARAMATHA ANILKUMAR Research Scholar Department of Library and Information Science Gulbarga University, Gulbarga Karnataka E- Mail : [email protected]

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Page 1: CREATION, EDITION AND DELETION OF USER PATRON

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]

Page 2: CREATION, EDITION AND DELETION OF USER PATRON

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

Page 3: CREATION, EDITION AND DELETION OF USER PATRON

Home page of KOHA staff client

Steps :

Steps:

click on patrons

Page 4: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 5: CREATION, EDITION AND DELETION OF USER PATRON

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

Page 6: CREATION, EDITION AND DELETION OF USER PATRON

This is Address Area of user

You put details of user address clearly

Note : this is not mandatory

Page 7: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 8: CREATION, EDITION AND DELETION OF USER PATRON

This is alternative address and contact details of users, if user have permanent and temporary address separately

Page 9: CREATION, EDITION AND DELETION OF USER PATRON

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

Page 10: CREATION, EDITION AND DELETION OF USER PATRON

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..

Page 11: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 12: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 13: CREATION, EDITION AND DELETION OF USER PATRON

This is the page of patron details of particular user With image also

Page 14: CREATION, EDITION AND DELETION OF USER PATRON

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 :

Page 15: CREATION, EDITION AND DELETION OF USER PATRON

We Save that M S Excel File as a CSV ( Comma delimited)

Page 16: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 17: CREATION, EDITION AND DELETION OF USER PATRON

Fill the default value of fields :

Note : as in excel sheet ,B : SurnameC : First nameN : Initials and etc.

Page 18: CREATION, EDITION AND DELETION OF USER PATRON

click on Import menu ( after selecting the file and filling the default value )Note : Import option is located at bottom of this page.

Page 19: CREATION, EDITION AND DELETION OF USER PATRON

After result will be come if you filled default values in right/ correct manner

Page 20: CREATION, EDITION AND DELETION OF USER PATRON

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

Page 21: CREATION, EDITION AND DELETION OF USER PATRON

Set permission for Library StaffClick on which one are related particular staff memberAfter the select items click on set flags

Page 22: CREATION, EDITION AND DELETION OF USER PATRON

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.

Page 23: CREATION, EDITION AND DELETION OF USER PATRON