How to add Patrons in Koha!
Once Koha installed successfully in a institution library or in a system, then next task is to create Library in Koha. After creation of library, next task is to create the Patrons in Koha for Library. This patrons are basically the users with their details who will use the library and library OPAC.
This article is a tutorial about how to create Patrons in Koha.
Step - 1 : Open Koha Staff Client in a web browser.
Step - 2 : Log in with credentials
Step - 3 : Click on Patrons option
Step - 4 : Click on the + New button
Step - 5 : Choose patron category according to your Users
Step - 6 : Enter basic details in Patron Identity block.
- Enter Salutation i.e. Mr., Mrs. etc.
- Enter Surname of User i.e. Paul.
- Enter First name of the user
- Enter DOB of the user
- Select gender
Step - 7 : Enter Address for communication in the Main Address block.
It is an optional area and can be edit later.
Step - 8 : Assign Card Number, target library in the Library Management block.
It is mandatory. Card number must be same as on the Physical Library Card.
Step - 9 : Enter Expiry date of the card / user in the Library Set-up Block.
Step - 10 : Create Username and Password for OPAC login in OPAC / Staff login block.
It is basically a User id & Password for the user to login in Library OPAC to check the borrowing details.
here password should contain upper case, lower case and number combination i..e.Lib2020
Step - 11 : Click on the Save Button.
Now, the patron successfully added to the library in Koha!
Patron details can be changed anytime.
For instructions to add Library in Koha, Click here
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