NExpress Shared Catalog

Please review these Staff Client Advanced Search videos and let me know if you find these useful for staff.  We can create similar videos for the OPAC to share with patrons.  These cover the basic parts and pieces of the Advanced Search page, series searching, and format searching.

TIPS: The wildcard character in Koha is “%” – use this as a substitute character.

Staff Client Advanced Search Video

Staff Client Series Search Video

Staff Client Format Search Video

-Sharon – Videos from March 2009 reactivated on Jan. 14, 2010

Hello,

We discovered a ‘canned’ Koha report on the Reports page called “Lost Items” that we would love some feedback on.  I have created a short TRAINING VIDEO about it (because they are fun, I admit it).  Please let us know if you already use this report, think you may use this report, or don’t give a flying fig about this report.

ALSO, I created two OPAC Overview training videos that I hope some ambitious KLOW user will incorporate into their Web site.  Again, these use Adobe Shockwave and run 3-5 minutes long.

NExpress Catalog Overview Video AND NExpress Catalog Account Overview Video

Thank you, Sharon “the tour guide” Moreland

One last tutorial about managing all of the saved reports listed on the Saved Reports page.

Managing and Deleting Saved Reports

Recommendations (there are mine, feel free to discuss):

• Put your initials and the date in the notes of ANY report you create, so we know who created the report (and is be responsible for deleting it).
• If you created a TEST report and it didn’t quite work – Delete it
• If you created a report that is used for a single instance – it won’t be necessary to run the report again in the future – delete it when you are done with it.

-Sharon

Materials loaned and borrowed through the Shared Catalog count as ILL statistics for the State report. You will need to ADD these numbers to your traditional Agent-based ILL statistics to get a complete picture of how many materials you lend and borrow to other Kansas libraries.

Monthly Interlibrary Loan Statistics Video Tutorial

Finished Product:

Feb 2009 ILL among NExpress Libraries in Excel

While we do not necessarily NEED to have a breakdown of New Patrons added to the catalog by Patron Category for the State report, it is still fun to see.  It also helps us identify data entry mistakes, so it’s sort of a database maintenance report.

New Patrons by Patron Category Tutorial Video

The Final Product:  Feb 09 New Patrons by Patron Category (xls)

Using the guided Reports Wizard and the process we followed with “Identifying Bounced Email Patrons,” we can find out how many New Items were added to a collection in a given month, divided by Item Type or Collection Code and Shelving Location.

New Items by Item Type Tutorial Video

New Items by Collection Code Tutorial Video

Finished Products:

Feb 2009 New Items by Item Type (in Excel, with sample grids to help organize the data)

Feb 2009 New Items by CCODE (in Excel, with grids to help organize the data)

It’s March 2, so I am working hard on the February statistical reports.  I am recording the process today and will post these for reference and feedback throughout the day.

Monthly Circulation Statistics Wizard Tutorial Video – Counts Check Out and Renewal statistics for a given month at a given branch, divided by Item Type and Shelving Location.

The Finished Product:  Feb 2009 Circ and Renewal Stats by Library (xls)

We have a new way to deliver training right to your desk using mini videos!  So, in your Adobe Shockwave-enabled browser, open and watch this video on how to use a guided report to identify bounced email patrons.

Identify a Bounced Email Patron

Comments expected!  What do you think of this new training method?  What works? What doesn’t? What should we record next?

-Sharon