Leavenworth Training

This is a training post for a staff inservice at the Leavenworth Public Library from December 2014,┬ábut the training materials should work for any NExpress library — and potentially any Koha library. (Agenda link)

Welcome to NExpress

Welcome, Introduction and ‘What is NExpress?’

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Weeding Reports

There are lots of ways to weed your library’s collection. Many of you attending today’s NExpress users group meeting will hopefully stay for the Weed ‘Em and Weep: Hoarding Is Not Collection Development recorded webinar viewing.

In advance of that webinar, I thought it would be useful to go through the weeding reports available on our NExpress system, as well as a reminder about the CREW weeding manual {aka, the weeding Bible}.

CREW Method

The CREW Method has been around a long time, and there’s no real need to re-post the detailed methods available in the CREW weeding manual (a free PDF download available through the State Library of Texas). The manual takes you through the variety of theory, criteria and guidelines used in weeding, including:

  • Why libraries should weed
  • Guidelines for different collections, including childrens, non-print, and non-fiction
  • Criteria for weeding:
    • Copyright date
    • Last circulated
    • Negative factors, aka, MUSTIE: Misleading; Ugly; Superseded; Trivial; Irrelevant; Elsewhere

You do not have to strictly follow the manual’s guidelines. Each library’s collection and community is different. Adjust the criteria accordingly to meet your library’s needs.

Weeding Reports

(unless noted, these reports can be accessed through Saved Reports –> Catalog Records and Items tab –> Weeding Subgroup menu; or use the small search at the bottom of the reports list to search by the listed report #; remember, you must be logged in as a TECH or DIRECTOR user to access and run reports)

On most of these reports, you’ll choose your library and then set more limiting criteria, including dates (always in yyyy-mm-dd format, ex. 2014-12-04), collection codes, locations, item types, and call numbers. These reports can be downloaded to your computer

Super Weeders

These reports include all the criteria needed to make overall weeding decisions, including current location, barcode, call number, title, copyright date, accessioned date, item type, collection code, issues count, renewals count, total_circ count, datelastborowed, item statuses, and notes.

  • #1013 — Item Type Super Weeder
  • #1192 — Collection Code Super Weeder
  • #1442 — Call Number Super Weeder: this one works with a call number prefix — in the type the starting call number scheme you want to run on + % sign (Ex., look at all your Large Print Patterson’s; if your call number scheme is LP F AUTHOR, put LP F PATTERSON%. The system will then return all items with call numbers that begin with LP F PATTERSON.)

No Checkouts/Hasn’t Checked out since a specific date

Make sure in the date option box to put it in yyyy-mm-dd format.

  • #1017 — Items with No Checkouts (All Items)
  • #1966 — Never Checked Out or Hasn’t Checked Out Since a specific date (All Items)
  • #2202 — Items with No Checkouts (Limited to Collection Code/Shelving Location)
  • #2203 — Items with No Checkouts (Limited to Collection Code)
  • #2204 — Never Checked out or Hasn’t Checked Out since a specific date (limited to collection code/shelving location)
  • #2205 — Never Checked Out or Hasn’t Checked Out since a specific date (limited to Collection Code)

Date Last Borrowed/Last Seen (hit a scanner gun)

Make sure in the date option box to put it in yyyy-mm-dd format.

  • #1151 — Date Last Borrowed, limited by Item Type
  • #1426 — Last seen on a specific date or earlier
  • #1664 — Date Last Borrowed, limited by Collection Code
  • #2241 — Last Seen Date, limited by Collection Code
  • #2392 — Date last borrowed, limited by Collection Code and Location
  • #2411 — Date Last Borrowed (All Items)

Multiple Copies of a title

  • 1573 — Identify multiple items of a title

Deleted Materials

  • #624 — Weeded Items
  • #765 — Deletes items from a Year, Listed
  • #1537 — List of Deleted Bib Records in a Year
  • #1538 — Count of Deleted Bib REcords by Year
  • #1553 — Deleted Items by Month
  • #1716 — Deleted Bib Record Status
  • #1755 — Searching for a Deleted Barcode
  • #1825 — When was an item deleted, based on barcode?
  • #2147 — Yearly Deleted Materials by Itype (available under Daily, Monthly, Yearly tab –> Yearly subgroup)
  • #2148 — Yearly Deleted Materials by Collection Code (available under Daily, Monthly, Yearly tab –> Yearly subgroup)

If you need a different report created, please let NExpress staff know what information you want in a report, and we’ll get one written for you! Please let us know if you have any questions.

Posted in Collection Development, Reports | Leave a comment

Unknown patron holds issue

There is an ongoing (small) problem with the way a few unknown patrons are placing holds on the public side of the system. These holds are occasionally being placed in such a way that the system doesn’t register the borrower who placed the hold (there’s only been about 20 of these holds since August — out of the regular 10,000 active holds).

In testing, I’ve been unable to recreate this behavior, and ByWater has been unable to track down the issue, except to determine it is coming from the public side of the system.

If you hear complaints from a patron that s/he placed several holds in the system, but the holds aren’t coming in for that patron, we would be very interested in visiting with that person, to see how they are placing holds, and hopefully uncover the root of this problem.

Also, when a library triggers the hold without a borrower, you will see this type of message:

Null Holds Example

I am deleting all of these “Null” holds this morning, to prevent any further confusion.

Posted in Known Issues | Leave a comment