Pathfinder Central Tips and Tricks
- Created on Wednesday, 03 August 2011 21:33
Koha Staff Client Articles
- Daily, Monthly and Yearly Tasks
- Koha Offline Circulation Module
- Koha Offline Circulation Tutorial
- Logging Into Pathfinder Central Staff Client
- Pathfinder 1st Quarter Meeting 2012
- PILL Overdue, Lost or Damaged Materials Procedure
- PILL Lost or Damaged Materials Replacement Form
- PILL Items at Other Libraries report
- ILL Item Lost on Courier/Mail
- Tutorial Videos and Handouts
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!
Check your calendars. Please make sure your hours and information on Calendars is correct. (Tools-->Calendar [under Additional Tools, right column]).
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.
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!
Pathfinder Central 2012 1st Quarter Meeting
- Created on Thursday, 08 March 2012 16:21
Welcome to Lucas Public Library and Palco Public Library, who are joing Pathfinder Central this year with the help of the LSTA grant!
PILL Replacement Fund
Total Holdings: #1219 *2011 Total Holdings for annual report (by item type)
ILL Circulation Counts
Borrowing: #1242 *PILL Counts of Holds by Month
Lending: #897 *PILL Lending for Previous Year
SuperWeeder: #1358 *SuperWeeder Call Number
Collection Cleanup *Collection Clean-up
Deleted Item: Find Deleted Record Timestamp
Unfilled Holds: #707 *Unfilled Holds for Library
Patron Categories: #1199 *Patrons in a Category (linked)
Pill Procedures Review
Koha 3.6 Change in Marking Lost Items
Handy CKLS Tips
Koha Issues and Troubleshooting
When an item that is checked out is marked lost, the patron it is checked out to is automatically charged a replacement fee. If the item is found and checked back in, then the patron's account is automatically credited the replacement fee.
I have turned Circulation Sounds. This will cause a chime during circulation to help catch when an item isn't scanned in correctly. Should we decide we don't like it, I can turn it off again.