May 2010 Training
Osage City is joining NExpress this Thursday, May 13! Brenda, Heather and I will be training them on Thursday and Sarah Walker-Hitt has volunteered to be at their library on Friday for their Go Live!
Below is the Annotated Agenda
Welcome : NExpress Shared Catalog Overview and Vision and Values Statement
Introduction to the Patron Catalog (.doc)
- Catalog Overview – Recorded November 2009
- New My Account Overview video for Patrons – Recorded November 2009
Introduction to the NExpress (Koha) Staff Client (.doc)
- Checking In and Check In and Confirm – Silent recordings from April 2010
- Checking Out Items Using the Staff Client – Recorded November 2009
- Post and Video: Known Issues: Placing Holds
- Issuing Library Cards and Editing Patrons (now Privacy Proof!)
- Staff Client Advanced Search – See below for additional Search help
- Post and Video (upon request): Pulling the Holds Pick List
- Managing Holds in NExpress (.pdf) – New instructions, May 2010
Troubleshooting and Questions
Follow up Training, aka Homework:
- Searching and Search Training and Search-related Bugs and Barcode Searching- These posts include videos and exercises to familiarize yourselves with the search capabilities of Koha’s Staff Client, along with an explanation of a Known Issue related to Subtitles NOT displaying in the Staff Client (while they DO show up in the OPAC). NOTE: Do not include the “?” character in searches, it will skew your results.
- Managing Purchase Suggestions – instructions and video
- Working with the Koha Label Maker – Special thanks to Claudia at Atchison for this.
- Transfers to Receive Report – How to instructions for using this Circulation report to see what items are in transit to your location
- Managing the Holds Shelf - How to instructions for using the Holds Awaiting Pick Up circulation report to clear out expired holds from your shelf
- What to do with Agent Interlibrary Loans – Best practices
- Tags and the Tag Cloud – Ideas from Susan at Hiawatha
- Handling Patron Accounts and Fines – Best practices
- NExpress FAQs
- Known Issues to be aware of:
