Hi Cynthia, Check out http://pines.georgialibraries.org/pines/bills-currently-owed for bills currently owed by patrons. I filtered by patron home library and an aggregate filter of greater than or equal to the amount owed.
I used the Classic Circulation template source for my longoverdue report just because I think, for the most part, it is easier to use . either way, the key is to remember to filter by checkin date/time is null. For patron information, I went to the Patron Link, Patron Link > Current Library Card, and Patron Link > Mailing Address area. Like Andrew, let me know if you need any help and I'd also like to know if creating the link above helped or if it would be better just to type the display and filtering selection paths. -Katherine Katherine Gregory PINES Services Specialist Georgia Public Library Service A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta, Ga 30345-4304 404-235-7138 404-756-4618 fax [email protected] www.georgialibraries.org ----- Original Message ----- From: "Andrew Tillman" <[email protected]> To: "Evergreen Discussion Group" <[email protected]> Sent: Monday, February 22, 2010 4:44:47 PM Subject: Re: [OPEN-ILS-GENERAL] Report for long overdue items? We run a recurring weekly OD report for items between 60 and 90 days overdue. I do not know of a way to share that report across PINES so I can tell you what filters are used. We use the old template creator for this one: Template type = circulation Filters = • Circulation -> Due Date/Time ( timestamp ): choose a transform = date ; choose a filter = between • Circulation -> Circulating Library -> Organizational Unit ID ( org_unit ): choose a transform= raw data; choose a filter = in list • Circulation -> Check In Date/Time ( timestamp ): choose a transform= raw data; choose a filter = is null Displays: • Circulation -> Circulating Library -> Short (Policy) Name ( text ) • Circulation -> Due Date/Time ( timestamp ) • Circulation -> Circulating Item -> Call Number/Volume -> Call Number Label ( text ) • Circulation -> Circulating Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Title Proper (normalized) ( text ) • Circulation -> Circulating Item -> Barcode ( text ) If you need any help or have any questions let me know! In the Evergreen template you can't specify past 90 days if you use a relative date for recurring reports, like we do.-- Andrew Tillman Tech Specialist Lee County Library Leesburg, GA 31763 [email protected] > Has anyone created a report template around items that have been overdue > for > a long period of time that they would be willing to share? I guess I'm > trying to do 2 things - Make a list of people who have items that are > more > than 4 weeks overdue and make a list of people who have billing totals > over > $20.00. > Any help with this would much appreciated. > Cheers, Cynthia > Mohawk College > Hamilton, ON >
