2014 Pathfinder Central 1st Qtr Meeting

Register for this event.
Handouts are available here after the event.

Tuesday, February 25, 2014 Pathfinder Logo Final
10:00 a.m. - 12:00 p.m.
Salina Public Library, *Community Learning Center 1*
308 W Elm, Salina KS 67401
*The Community Learning Center is directly across the street from the library to the north.*
There is no charge associated with this event. Light refreshments will be served.

Contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or This email address is being protected from spambots. You need JavaScript enabled to view it.


  • Featured Tutorials on Staff Login & OPAC
  • Self-Registered Patrons
  • Visiting Pathfinder Libraries- Reviewing Permissions and Custom Settings
  • PILL Replacement Forms Clarification
  • Call for Mentors and Mentees
    • On-Call Mentors
  • Item Type DeFunction: VHS or DVD
  • Development Approvals: Barcodes on Reserve/Transfer Slips
    • Max Fine per item
  • New Pathfinder Central Trail Blazers Committee members - Call for nominations

Note: Pathfinder Central Trail Blazers Committee will convene following the meeting. Please give committee members any issues or ideas you would like the committee to discuss.

2013 Pathfinder Central 4th Quarter Meeting

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Meeting Notes including fixes in the works and known problems

Koha 3.12 Upgrade Notes

 

Update Your Information

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Update Your Info

Placing Holds

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Placing Holds

 

 

My Summary

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My Summary

 

My Reading History

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My Reading History

Make a Purchase Suggestion

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Making Purchase Suggestion

Create Lists

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Create List

Comments-Tags-Ratings

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Comments-Tags-Ratings

Add to a List

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Add to a List

 

Search the Catalog

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Searching

Log In & Change Your Password

 

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 Login-Change Password

Trail Blazers Committee Members

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Eric Coulbourne, Great Bend Public Library

Sherri Knoupf, Downs Carnegie Library

Ramie Schulteis, Sylvan Grove Public Library

Karen Wallace, Osborne Public Library

Kathy Rippel, Central Kansas Library System

Pathfinder Central Trail Blazers

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What it is: A procedural and policy creating committee to resolve issues that arise from 40 libraries sharing 685,538 items.

What will it do? The committee will meet when an issue arises, or is presented to the committee. They will discuss the issue and possible solutions. The committee will draft a policy (or procedure) to prevent or fix the issue. The committee will vote on the policy to enact it into the system. All policies will be posted on the CKLS website and presented to the Pathfinder Central Libraries.

What policies and procedures will it create? The committee will create policies and procedures to resolve issues that arise during PILL services.

Will a library retain its preferences and autonomy? A library will keep control of their records, items, and patrons. The committee is set to resolve issues for how to handle shared resources procedures, etc.

How will the committee get policies approved? The committee will write and vote on the rules, policies and procedures. There will be an appeal process available.

Who will serve on the committee? The committee will consist of 7 voting members: 5 volunteer librarians who are voted in each year by the 40 Pathfinder Central Libraries; the Pathfinder Central Manager and the ILL Manager from CKLS. Committee members will be from Pathfinder Central libraries all over the system. There will be no attempt to ensure that all sized libraries are represented. Any library can have no more than one staff member on the committee.

How long will they serve? Committee members will serve staggered 3 year terms. Each volunteer member must be voted in by members, one vote per library, of the 40 Pathfinder Central libraries for each term they serve. Volunteer members can serve only two consecutive terms, then they must be off the committee for at least one year before being eligible to serve more terms. The Pathfinder Central manager will keep track of each member's terms.

How often will the committee meet? The Committee will meet only when there is an issue to discuss and resolve.

Trail Blazer Committee members

Webmaster Notes

Pathfinder Central 101

Staff Training CHECK BRANDING

  • Logging into the PC Staff Client

Cataloging CHECK BRANDING

Circulation CHECK BRANDING

Reports

  • Reports Index by Subject linked to Koha

Tips & Tricks CHECK BRANDING

Users Group

  • Pathfinder Central Trail Blazers Committee
  • Trail Blazers Committee members NEED NAMES
  • Pathfinder Quarterly Meetings
  • 2012
  • 2013

Patron Training

PILL

  • Pathfinder Central Local Availability Only Procedure
  • PILL Damaged or Lost Items (By a Patron) Reimbursement Procedure
  • PILL Materials Replacement Fund
  • PILL Materials Replacement Claim Form
  • PILL Reports
  • PILL Statistics
  • PILL Remediation Steps:

 

 

 

New User Agreement Form

 

Definition of PILL Replacement Fund http://www.ckls.org/attachments/article/279/PILL%20replacement%20fund--Final.pdf

Materials Replacement Fund Guidelines Statewide http://www.ckls.org/attachments/article/279/Materials%20Replacement%20Fund%20Guidelines.pdf

State Statute on Overdues http://www.ckls.org/attachments/article/279/State%20Statute%20on%20Overdue%20Materials.pdf

Rotating Book Procedures http://www.ckls.org/pathfindercentral/177-pathfinder-central/341-pathfinder-central-rotating-book-procedures

Patron Confidentiality Statement

Migration Checklist

Migration Timeline

http://nekls.libguides.com/nexpress

 Meta tags:

  • Cataloging
  • Collection Development
  • Collection Management
  • Weeding
  • Guidelines and Agreements
  • Known Issues
  • Printing
  • Training
  • Tutorials
  • Users Group
  • Fixes in the Works
  • Best Practices
  • Tips and Tricks
  • Circulation
  • Reports
  • Glossary
  • Pathfinder Central
  • Koha

Resource Sharing Timeline

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PILL Remediation Steps

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The Pathfinder Central Trail Blazers committee created a plan for remedial action to help libraries struggling with PILL get the training and support they need to be an efficient and active member on PILL lending and borrowing.

Step 1: Get the library staff a mentor and additional training

Library takes steps to learn best practices and procedures and integrate the routine into daily, weekly and monthly activities.

Step 2: One on one discussion with Pathfinder Manager.

Working with the Pathfinder Manager, a plan is created to help the library meet goals. Library works to maintain consistent and efficient use of best practices and procedures.

Step 3: Trailblazers Review (library experiencing difficulty will appear before the committee and be subject to review).

Working with the committee, the plan is reviewed and implemented to best help the library achieve PILL best practices.

Step 4: Loss of Courier.

After sufficient warnings, discussions, trainings, and support, the library will be taken off the courier plan. The library is then eligible for the CKLS postage reimbursement plan.

Step 5: Removal from Pathfinder Central.

After continued refusal to meet PILL best practices and procedures, the library will be given their cataloging data and be removed from Pathfinder Central Consortia Catalog. CKLS will provide advice and support to find a new catalog and transfer data.

Between each step, the library will be given time to learn the procedures and best practices and to train staff as needed.

Most issues will be resolved with Steps 1 & 2.
Few issues will not be resolved by Step 3.
Rarely will an issue reach Steps 4 or 5.

PILL Replacement Fund

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The CKLS PILL Replacement Fund reimburses the Lending Libray for items that were lost through Pathfinder Interlibrary Loan (PILL) from another Pathfinder Central library. The PILL replacement fund makes lending "risk-free" for Lending Libraries.

  • The Borrowing Library is responsible for submitting claims for lost PILL items.
  • Please submit your claim within one year of the due date of each lost item. Please wait at least two months beyond the due date before filing a claim.
  • Claims will be paid out with a new or like new copy.

PILL Replacement Fund Claim Form

 

 

 

PILL Damaged or Lost Items (By a Patron) Reimbursement Procedure

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When a patron returns a PILL item that has been damaged, or the item is long overdue or lost, Borrowing Library waits 2 months from the final due date for patron to return items, or pay replacement costs. Costs are determined by Lending Library’s policy. After 2 months, Borrowing Library pays the Lending Library for replacement of item. If lost item is returned, consult with Lending Library for reimbursement options.

Best Practices:

Lost Items:

  • Items that the patron has lost or are long overdue. Lending library (DO NOT CHECK IN). Mark record as PILL Lost or Damaged.
  • Items that are lost in transit (either via courier or mail) will need to be replaced using funds from the ILL Materials Replacement Fund. You can find the procedure on the Southeast Kansas Library System's Website

Borrowing Library:

  •  Count CDs, Tapes, DVDs, and other media components when returning such items. Recover lost discs, etc as necessary before returning to Lending Library.
  •  Long Overdue/Lost Items:
  • Run a PILL Overdue Report to track overdue PILL items your library patrons have borrowed.
  • Send notices to patrons before the 2 month period is up.
  • Returned Damaged Items:
  • Borrowing Library—DO NOT CHECK ITEM IN.
  • Fill out Damaged Item Form and attach it to item.
  • Return Item to lending library to determine cost of repair/replacement. (Please date and initial form)
  • Once lending library has determined the cost, add the fee amount to patron’s account.
  • In the notes field, give detailed information about why the fee was given.

Lending Library:

  •  Before lending an item, note previous damage on inside cover of the item or in the notes field of the item record.
  • Returned Damaged Items:
  • DO NOT CHECK ITEM IN.
  • Mark item record as PILL Lost or Damaged.
  • Determine cost of repair/replacement according to lending library’s existing policy.
  • Inform borrowing library the cost.
  • Borrowing library will add the fee to the patron’s account.

PILL Damaged or Lost Materials Replacement Form

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PILL Local Availability Only Procedure

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The Pathfinder Central Trail Blazers have decided to limit Local Availability Only to 1month.

Once a month the Pathfinder Central Manager (PC MGR) will:

• create a list of Local Availability Only items that have been on there for 1 month or more (starting in August). 
• send these lists as a reminder to each library for their items and expect them to change availability for their items.
• contact the librarian directly and we will evaluate the situation together, if items remain listed as Local Availability Only

Please Note:

• If something truly doesn't circulate (even to your own patrons) then you can use the NOT FOR LOAN status, created by a special ITEM TYPE.
• When you mark items "Local Availability Only" and one of your patrons places a hold from home, your library will be skipped in the HOLDS QUEUE because Pathfinder Central considers it a "lost" status. In other words, other libraries are filling holds for your patrons when the item might be sitting on your shelf waiting for someone to walk in the door and ask for it!
• The system automatically removes Local Availability Only status the next time the item is Checked Out.
For leased or borrowed items that have a "no interlibrary loan" rule, we can set up a NO HOLDS ALLOWED RULE or LOCAL HOLDS ONLY. There are already an ILL Borrowed AND Leased Materials item types with one of these rules applied.

This 1month limit will help move holds through the system more quickly. Pathfinder Central works best when our libraries share their materials openly and freely. We want to use our resources as efficiently as possible. This means getting books off the shelves. Remember the more your items circulate, the better your stats and circulation for the end of year reports!

If you are using local availability for an entire collection of local history items or ILL books, etc., please contact This email address is being protected from spambots. You need JavaScript enabled to view it. . These collections should be put under a separate item type to help the system organize holds and circulate items efficiently.

 
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