Pathfinder Central 3rd Quarter Meeting

Pathfinder_Logo_Final

 

 

 

Monday July 9, 2012

Hays Public Library Gallery

 

Fixes in the Works: 

3.10 Release—allow items to be transferred back home when “IndependentBranches” and “canreservefromotherbranches” are both enabled. (As we had with LibLime—We will share materials, not patrons) 

3.8 Release—add the Holds Notes on the Holds Queue display 

3.8 Release—Patron Credit Errors 

—that manual credits do not update the outstanding amount
—use the Pay tab and never use the manual credit tab again 

IN PROGRESS

—Overdue Report display error—cannot click on link to patron record

Long Overdue (Lost) Status

Unable to display content. Adobe Flash is required.

Click ^ (computer icon on bar) for FULL Screen

Generic Password for Patron Accounts—The System does not automatically assign a default password. 

—You will see **** in the display for the password—this only indicates that the password is encrypted…there is NO PASSWORD automatically generated.
—MANUAL FIX—When creating a patron account, input a generic password for the account. Have the patron change the password once they log in.
—Password suggestion: library OR read OR books 

Helpful Reports 

#1352 *Patrons—Complete List

Koha 3.8.1 Update Notes

Local Availability Decision

 

 

Pathfinder Central Tips and Tricks

 

Pathfinder_Logo_Final

 

 

 

 

  

Patron Catalog Tips and Tricks

Pathfinder Central Tutorial Videos and Handouts

 

 

 Koha Staff Client Articles

Circulation Reports, Circulation Wizard

The Statistics Wizard, Circulation report works differently than before. To view all of the information with labels:

(1) Choose your options. I have found that Library set to Column and Collection Set to Row have the best and simplest results.

(2) As you are setting up the report, at the bottom of the Statistics Wizard
in Output, tick the "To a file:" option.

(3)  Name your file.
      (a)Choose the comma (,) option from the far right drop down menu.

(4) Click Submit.

(5) When prompted, choose Excel to open the download.

You should have it!

OR, you can try:

New circulation report options! Go to Reports-->Use Saved. Run Reports "*Checkout by Shelving Location" and "*Renewals by Shelving Locations" and see what you think!

Calendars

Check your calendars. Please make sure your hours and information on Calendars is correct. (Tools-->Calendar [under Additional Tools, right column]).

Patrons

In order for us to be able to share our materials, we have disabled the "Independent Libraries" setting. This means that staff members will have the ability to search, edit and check out to any patron in the system.

PLEASE! Respect everyone's records and only check out to your patrons! This may take a little time to get used to double checking the patron's record to make sure it is yours. But it is definitely worth the extra seconds.

When searching for patrons using the Checkout Tab, a dropdown box with a list of patrons appears. For patrons with multiple accounts or patrons with the same name, a quick way to find your patron's account is to look at the first 5 numbers of the patrons card number. All patron card numbers start with 2 followed (with a few exceptions from legacy systems) by the last 4 numbers of your towns Zip Code. For example Long Island's Patron Card numbers start with the prefix 27647.

PILL Reports

There is a new report available. Try *PILL items at other libraries to get a list of all your items currently on loan to another library!  

 

 

Attachments:
Download this file (Resource_Sharing_Timelinems.pdf)Resource Sharing Tasks Timeline[A description of Daily, Monthly and Yearly Tasks for PILL and KICNET]54 Kb
 
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