Pathfinder Central Tips and Tricks

• Details
• Published on Wednesday, 03 August 2011 21:33
• Written by Maribeth Turner

 

 

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Patron Catalog Tips and Tricks

Pathfinder Central Tutorial Videos and Handouts

Pathfinder Central 2012 1st Quarter Meeting (March 6, 2012)

Pathfinder Central 2012 3rd Quarter Meeting (July 9, 2012)

Pathfinder Central 2013 1st Quarter Meeting (February 19, 2013)

Pathfinder Central Reports Index

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!

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!  

 

Rotating Books

The procedure for Rotating Books (RB) has been simplified.

To Return books to the book truck:
CKLS Rotating Book Staff members will check books into the book truck. 

Librarians no longer need to check books back into the the book truck!

To Check in books at your library:
LOG in as your library. Check in the books to your library.

When checking in a rotating book, the system will ask, "This item needs to be transferred to [YOUR Library].  Transfer now?  Yes / No." Check no or ignore the message and the item will stay at your library.

There is no longer a need to transfer the items.

 

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