This leads to my next discussion point - What are the reports we all need? Here are some examples:
Monthly statistics: Monthly circulation by facility, item type and/or item demographics (adult, young adult, & juvenile) -- non-cat numbers included. Monthly new patron - by facility and patron demographics (adult & juvenile) Holds traffic - holds sent and received by library systems Monthly In House Use by facility, item type and/or item demographics (adult, young adult, & juvenile) Collection development: Dusty book (aka Weeding) Turn-over rate study (the ratio of item circulations by collection or board subject classification) Circulation counts on variety of factors (item factors: call number classification group, item type, shelving location, selected MARC categories, and item demographics and patron factors: patron city, county, zip code area, age demographics, and home library) Purchase alerts (items with a high percentage of holds). Lost and missing items for possible replacement Patron: Detailed patron demographics Survey responses Staff accounts (aka Are-these-people-still-on-staff report?) Current/ outstanding activity: Unfilled holds Items currently checked out Items currently overdue Items lost Reports for collection agencies (aka bills owed by patrons sent to collections) Basic counts Circulation activity counts: check-outs, renewals, check-ins, holds placed, holds filled Cataloging activity counts: items added, items deleted. Bibliographical lists Maintenance: Monthly missing items Monthly overdue transits Item status reports for database clean up (on a quarterly to annual basis - items in damage, in process, bindery, cataloging, ILL, on hold shelf, or any item in a temporary status for an extended period of time) Database clean up reports for catalogers Revenue reports: Daily cash drawer report Fiscal year report Uncollected debt and reports for the auditor Besides what reports are needed. Are there key fundamental differences between public and academic libraries? And consortiums and stand-alone libraries? George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x103 770-891-0654 (cell) 770-867-7483 (fax) [email protected] _____ From: [email protected] [mailto:[email protected]] On Behalf Of [email protected] Sent: Monday, March 01, 2010 2:33 PM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Evergreen Reports Module I totally agree. I really like being able to create reports that I want but it seems silly to have to individually create reports for the basic library stats that we know we will all need. Eg. I've been trying to figure out how to create a subject bibliography report and to date have been unsuccessful. I'm fairly certain there isn't a library that doesn't do this . Mary Toma South Central Regional Library 160 Main Street Box 1540 Winkler, MB R6W 4B4 204-325-5864 204-822-4092 [email protected] From: [email protected] [mailto:[email protected]] On Behalf Of Deanna Frazee Sent: March 1, 2010 1:28 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Evergreen Reports Module I would like to see more canned reports for a variety of things, particularly overdues and stats. While we can create all of this ourselves, a canned report for those things that all of us do would be so helpful. Deanna Frazee Killeen City Library System (254) 501-8995 (254) 501-7704 (fax) [email protected] _____ From: [email protected] [mailto:[email protected]] On Behalf Of George Tuttle Sent: Monday, March 01, 2010 1:24 PM To: [email protected] Subject: [OPEN-ILS-GENERAL] Evergreen Reports Module Hello, Is anyone out there? I am trying to network with other Evergreen libraries on a variety of end-user issues and would like to start by discussing Evergreen's Report Module. If changes were to be made in Reports, what changes would you like to see? George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x103 770-891-0654 (cell) 770-867-7483 (fax) <mailto:[email protected]> [email protected]
