Thanks very much Gregory and Katherine - this should help very much. Cheers, Cynthia
On Mon, Feb 22, 2010 at 5:20 PM, Gregory, Katherine < [email protected]> wrote: > 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 > > > -- I might be great tomorrow, but hopeless yesterday. Don't get me wrong. (Chrisse Hynde)
