Hi Shae, This sounds great and would be appreciated by all, providing information we need from the database. Although the pull holds list is built into the client already, I think a "canned" version to be imported into Excel, with multiple sort capabilities, would be helpful as well, and is something our staff has requested. Thanks, Marlene Marlene F. Coleman ILS Database Manager Branch Manager, Beaufort Branch Beaufort County Library 311 Scott Street Beaufort, SC 29902 [email protected] 843-470-6544 www.beaufortcountylibrary.org For Learning ~ For Leisure ~ For Life
<Message: 1 Date: Thu, 11 Mar 2010 11:09:43 -0500 From: Shae Tetterton <[email protected]> Subject: [OPEN-ILS-GENERAL] Update on Evergreen Reports To: open-ils-general <[email protected]> Message-ID: <[email protected]> Content-Type: text/plain; charset="iso-8859-1" I know there's been a lot of discussion in the last couple weeks about "canned" reports for Evergreen. I tried making a post last week in response but I think it didn't like the attachment so I've copied in my attachment below. I have developed 39 report templates. These are currently being tested by Bibliomation and we have plans to have a couple other sites test the templates before making them official. Once we receive feedback and are sure the templates are working as designed, we will add them to ILS-contrib so anyone can download the templates to their server. For Equinox customers, we will gladly deliver the report templates. Below is a list of the reports being tested right now. They were based on various national and state sites I found that showed requirements for reporting statistics to state, federal and local government. I am certainly open to other ideas, as I know this is not a comprehensive set of reports. Hopefully it is a good set that will get you started. Sincerely, Shae Standardized Reports Proposed by Equinox Library Collections: Count Titles by Library Count Items by Library Count Items Added by Date Range Count Items Deleted by Date Range Count Items Added by Date Range and Statistical Category Count Items by Circulation Modifier and Shelving Location Inventory List (List of Items by Shelving Location and Call Number Range) List Items Added by Date Range List Items by Copy Status List Titles Deleted by Date Range List Items with Total Usage Count (to be filtered by total usage and item date creation ranges for collection development purposes) List Titles by Physical Format (using fixed field type codes) List Titles/Items by Circulation Modifier List URLs for Electronic Resources Note: To allow for maximum flexibility in reporting, the IN LIST and BETWEEN operators were used in most cases. Reports can be duplicated if additional filters or display options are needed. Data transforms may also be changed during the cloning process to utilize different date formats. Library Patrons: Count Patrons by Library and Active Status Count Patrons Added by Date Range Count Patrons by Zip Code Count Patrons by Patron Demographic (Stat Cats) Count Patrons by Permission Group Count Patrons Deleted and Inactive List Patrons Inactive based on Last Activity List of Patrons with Outstanding Fines (Library and Permission Group Filters) List of Patrons with Open Circulations (Library and Permission Group Filters) List of Patrons with Overdues (Library and Permission Group Filters) Note: Unless otherwise indicated, patron reports will only include ACTIVE patrons. Library Services: Count Circulations by Day by Library Count Circulations by Hour by Library Count Circulations by Month by Library and Circulation Modifier Count Circulations by Month by Library and Shelving Location Count Circulations by Patron Permission Group and Date Range Count Circulations by Non-Cataloged Type and Date Range Count Circulations for In-House Use Items by Date Range Count Circulations for Pre-Cataloged Items Count Holds Filled by Library Count Available Holds Unfilled by Pickup Library Count Items Loaned by Sending Library and Date Range Count Items Loaned by Receiving Library and Date Range List Pre-Cataloged Titles by Library (will only include titles linked to open circs) List Available Holds by Available Date and Pickup Library (aka Clean Holds Shelf) List Outstanding Bill Totals by Library and Billing Type Note: Take into account there are already functions for Holds Pull List, Cash Reports, Browse Holds Shelf and Transit Lists. -- Shae Tetterton Project Manager Equinox Software "The Evergreen Experts" 1-877-OPEN-ILS [email protected] -------------- next part -------------- An HTML attachment was scrubbed... URL: http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20100311/709e6b33/attachment-0001.htm>
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