Congratulations! Your organization has decided to use KitKeeper (KK) to keep track of their kits. The following outline will help you, the staff, get familiar with KK and start using it. There are two levels of library involvement with KK, Staff and Editor. All responsibilities at the staff level involve the tracking and reservations of kits. Editors have greater responsibilities involving setup and maintenance of the program. The following outline is an introduction for Editors/Admin of KK.
KK is an online way to organize your kit collection. Whether the kits are for book groups, educational collections, or for One Book One Community, KK allows your organization to keep track of your kits and allow patrons to browse through and reserve titles. KK helps organize and track titles, but also automatically sends out emails to libraries, staff members and patrons reminding them of what needs to be done. For a more in depth look at KitKeeper, please see What is KitKeeper?
a. Click on your organization’s KK link and sign in with your login. For more information about that, please see What is the difference between the logins for Editors and Staff?
b. Let’s talk layout
i. The top portion is the patron view. This is where patrons can browse through titles and place electronic reserves.
ii. The middle portion is the staff view of KK with all the tools needed for tracking kits in the collection.
1. Staff Action Table - This table is the heart off the staff side of KK. It is where staff members can track the progress of kits in the system. It indicates what needs to be done to each kit and what you are responsible for. For a more in depth look at the Staff Action Table and its usage, please see the section below called Staff Functions.
2. Kit Management Functions - This box contains some of the tools to manage the kits. Here you can find the status of all the kits that belong to your library, get statistics, and find out the titles of kits patrons have reserved.
iii. The bottom portion is the Admin KitKeeper Configuration section. It is used to add kits, libraries, editors and check to see if the setup is complete.
Patrons and staff will be using KK to search for and reserve kits. Patrons will see a simplified version of what staff sees when searching for titles, but ultimately the process is the same. The only difference is that staff memebers can delete reservations, where patrons cannot.
a. How do I find and reserve a kit from my library?
a. Tracking kits - Tracking kits is the main function of KK. Anytime a kit is sent from one library to another, checkout to a patron, or sent back home, it is checked into KK. This is done for two reasons: 1. it helps pinpoint the exact location of kits as they travel from library to library 2. it generates the proper emails to be snet at the proper time.
What are some of the details of KitKeeper Tracking?
b. The Staff Action Chart - As mentioned above, the Staff Action Chart is the heart of KK. Everytime a kit moves from one locale to another, it is checked into KK with the Staff Action Chart. Just logging into KK tells staff members which kits need attention and what to do.
What is the Staff Action Chart and how do I read it?
c. Canceling Reservations - Being able to cancel reservations is as important as making them. The link below will exmplain how to cancel future reservations as well as ones that are currently under way.
As a staff member, how do I cancel kit reservations for patrons?
d. Routing Slips - KK has made a uniform routing slip to be attached to each kit that is sent from one library to another.
How do I print out a routing slip in KK?
e. Kit Managament Functions - As mentioned above, the Kit Mangement Functions box allows staff memebrs to do some higher level manipulations of kits in the system.
How do I navigate the Kit Management Functions?
As the editor, you are responsible for populating KK with your library specific data. The follow order is the most efficient way of doing so. The staff at Plymouth Rocket will set up examples of all of these entries in your KK program before sending you your KK link.
a. Adding Libraries – If your library shares its kits with other libraries in a consortium or you are HQ for a library system, then you will need to make entries for all of the libraries involved in the KK .
i. How do I add a Library in KitKeeper?
b. Adding Staff members and Editors – Once the libraries are added, it is time to enter in the information for the people in charge of making KK work. It is recommended to have at least one staff member for every library entry.
i. What is the difference between the logins for Editors and Staff?
ii. What is a Team?
c. Adding Kits- Every kit in your collection will need its own record. This will take the most time to do in during the setup period.
ii. Sample Text for reservation confirmation and rejection
a. What if a patron does not have an email account but wants to reserve a kit?
c. A kit was sent to the wrong library, how do we fix it?
For more information for Editors and KK setup please see KitKeeper Training for Staff
Congratulations! Your organization has decided to use KitKeeper (KK) to keep track of their kits. The following outline will help you, the staff, get familiar with KK and start using it. There are two levels of library involvement with KK, Staff and Editor. All responsibilities at the staff level involve the tracking and reservations of kits. Editors have greater responsibilities involving setup and maintenance of the program. The following outline is an introduction for Editors/Admin of KK.
KK is an online way to organize your kit collection. Whether the kits are for book groups, educational collections, or for One Book One Community, KK allows your organization to keep track of your kits and allow patrons to browse through and reserve titles. KK helps organize and track titles, but also automatically sends out emails to libraries, staff members and patrons reminding them of what needs to be done. For a more in depth look at KitKeeper, please see What is KitKeeper?
a. Click on your organization’s KK link and sign in with your login. For more information about that, please see What is the difference between the logins for Editors and Staff?
b. Let’s talk layout
i. The top portion is the patron view. This is where patrons can browse through titles and place electronic reserves.
ii. The middle portion is the staff view of KK with all the tools needed for tracking kits in the collection.
1. Staff Action Table - This table is the heart off the staff side of KK. It is where staff members can track the progress of kits in the system. It indicates what needs to be done to each kit and what you are responsible for. For a more in depth look at the Staff Action Table and its usage, please see the section below called Staff Functions.
2. Kit Management Functions - This box contains some of the tools to manage the kits. Here you can find the status of all the kits that belong to your library, get statistics, and find out the titles of kits patrons have reserved.
iii. The bottom portion is the Admin KitKeeper Configuration section. It is used to add kits, libraries, editors and check to see if the setup is complete.
Patrons and staff will be using KK to search for and reserve kits. Patrons will see a simplified version of what staff sees when searching for titles, but ultimately the process is the same. The only difference is that staff memebers can delete reservations, where patrons cannot.
a. How do I find and reserve a kit from my library?
a. Tracking kits - Tracking kits is the main function of KK. Anytime a kit is sent from one library to another, checkout to a patron, or sent back home, it is checked into KK. This is done for two reasons: 1. it helps pinpoint the exact location of kits as they travel from library to library 2. it generates the proper emails to be snet at the proper time.
What are some of the details of KitKeeper Tracking?
b. The Staff Action Chart - As mentioned above, the Staff Action Chart is the heart of KK. Everytime a kit moves from one locale to another, it is checked into KK with the Staff Action Chart. Just logging into KK tells staff members which kits need attention and what to do.
What is the Staff Action Chart and how do I read it?
c. Canceling Reservations - Being able to cancel reservations is as important as making them. The link below will exmplain how to cancel future reservations as well as ones that are currently under way.
As a staff member, how do I cancel kit reservations for patrons?
d. Routing Slips - KK has made a uniform routing slip to be attached to each kit that is sent from one library to another.
How do I print out a routing slip in KK?
e. Kit Managament Functions - As mentioned above, the Kit Mangement Functions box allows staff memebrs to do some higher level manipulations of kits in the system.
How do I navigate the Kit Management Functions?
As the editor, you are responsible for populating KK with your library specific data. The follow order is the most efficient way of doing so. The staff at Plymouth Rocket will set up examples of all of these entries in your KK program before sending you your KK link.
a. Adding Libraries – If your library shares its kits with other libraries in a consortium or you are HQ for a library system, then you will need to make entries for all of the libraries involved in the KK .
i. How do I add a Library in KitKeeper?
b. Adding Staff members and Editors – Once the libraries are added, it is time to enter in the information for the people in charge of making KK work. It is recommended to have at least one staff member for every library entry.
i. What is the difference between the logins for Editors and Staff?
ii. What is a Team?
c. Adding Kits- Every kit in your collection will need its own record. This will take the most time to do in during the setup period.
ii. Sample Text for reservation confirmation and rejection
a. What if a patron does not have an email account but wants to reserve a kit?
c. A kit was sent to the wrong library, how do we fix it?
For more information for Editors and KK setup please see KitKeeper Training for Staff
522 Direct Link = www.answerkeeper.com/kkeditortraining