That's fantastic, Chris!  Thanks very much.  I'll try some things reports
again.  If they still don't work for me, I'll be back.





On Wed, Jun 25, 2014 at 11:45 AM, Sharp, Chris <[email protected]>
wrote:

> Lise,
>
> I would need to see what you tried that didn't work to provide specific
> guidance,
> but I can provide an example from a template I recently created for one of
> our
> libraries.  The request was for a list of items by genre heading (655$a).
>  Here are
> the paths I took to create the report:
>
> -----begin template description-----
>
> Uses Item Source.
>
> Displayed Fields:
>
> Item -> Call Number/Volume -> Owning Library -> Short (Policy) Name as
> "Owning Library"
> Item -> Call Number/Volume -> Call Number Label
> Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts ->
> Title Proper (normalized) as "Title"
> Item -> Barcode
> Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields ->
> Normalized Value as "Tag 655a"
>
> Base Filters:
>
> Item -> Call Number/Volume -> Owning Library -> Organizational Unit ID (In
> list)
> Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields ->
> Normalized Value (Lower case) (In list)
> Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag
> (Equals) ("655")
> Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields ->
> Subfield (Equals) ("a")
> Item -> Is Deleted (Equals) (False)
>
> USAGE: Enter the item owning library(ies) and one or more Genre entries.
>
> -----end template description-----
>
> This example hard-codes the tag and subfield since the request was very
> specific, but you
> could potentially create the template so that those are entered when
> creating the report definition.
>
> If you share what you've tried (specifically the generated SQL from the
> debugging info), I
> may be able to assist you in what you're trying to do.
>
> Chris
>
>
>
> ----- Original Message -----
> > From: "Elisabeth Keppler" <[email protected]>
> > To: "Evergreen Discussion Group" <
> [email protected]>
> > Sent: Wednesday, June 25, 2014 11:29:39 AM
> > Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
> >
> >
> > I heard about the Flattened MARC Fields at the conference in March
> > but have had no success with them, either at the field or subfield
> > level. Any guidance, Chris?
> >
> >
> > Thanks,
> > Lise
> >
> >
> >
> > On Wed, Jun 25, 2014 at 10:50 AM, Sharp, Chris <
> > [email protected] > wrote:
> >
> >
> > Lise and Don,
> >
> > In the reports interface, you can take the following path from the
> > Item source:
> >
> > Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields
> >
> > That source gives you the means to filter on/display MARC Fields and
> > subfields.
> >
> > Hope that's helpful!
> >
> > Chris
> >
> >
> >
> > ----- Original Message -----
> > > From: "Elisabeth Keppler" <[email protected]>
> > > To: "Evergreen Discussion Group" <
> > > [email protected] >
> > > Sent: Wednesday, June 25, 2014 10:42:13 AM
> > > Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
> > >
> > >
> > > If you're planning to use the reports module rather than writing
> > > your
> > > own SQL code, there are some limits on what statistics can be
> > > easily
> > > and accurately captured. Pulling fields and subfields out of the
> > > MARC record is especially tricky, if not impossible. You can,
> > > however, use a combination of circulation modifiers, shelving
> > > locations, call numbers, and/or stat cats to garner useful data. I
> > > can't speak for the NC Cardinal consortium, of course, but I find
> > > that circ modifiers and stat cats are my most reliable friends. The
> > > challenge is to use enough of each to differentiate materials
> > > without overdoing the complexity.
> > >
> > >
> > > Good luck with your migration!
> > >
> > >
> > > Lise Keppler
> > >
> > >
> > >
> > > On Wed, Jun 25, 2014 at 10:18 AM, Donald Butterworth <
> > > [email protected] > wrote:
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > Colleagues,
> > >
> > > Here at Asbury Seminary we are rapidly closing in on our Evergreen
> > > migration date in mid July. Our sister institution, Asbury
> > > University, will making their transition after the Fall semester.
> > > We
> > > have been testing, testing, testing and feel like we are nearly
> > > ready. There is still at least one area though, where we are
> > > seeking
> > > your collective wisdom, Statistics.
> > >
> > > In our legacy system we have a list of statistical codes that
> > > describe the item type. e.g. monograph, annual, bound periodical,
> > > DVD, etc. My understanding is that Evergreen can pull totals for
> > > item types based on elements in the bibliographic record. Is this
> > > correct, or is it a false assumption?
> > >
> > > What statistical categories have all y'all found valuable to keep?
> > > We
> > > are particularly interested in the kind of categories other
> > > academic
> > > libraries are creating in the Statistical Category Editor.
> > >
> > > Thanks for sharing!
> > >
> > > Don
> > >
> > >
> > >
> > >
> > >
> > >
> > > --
> > > Don Butterworth
> > > Faculty Associate / Librarian III
> > > B.L. Fisher Library
> > > Asbury Theological Seminary
> > > [email protected]
> > > (859) 858-2227
> > >
> > >
> > >
> > >
> > > --
> > >
> > > Lise Keppler
> > > Forsyth County Public Library
> > >
> > > 660 W 5th St
> > > Winston Salem NC 27101
> > > 336-703-3070
> >
> > --
> > Chris Sharp
> > PINES System Administrator
> > Georgia Public Library Service
> > 1800 Century Place, Suite 150
> > Atlanta, Georgia 30345
> > (404) 235-7147
> > [email protected]
> > http://pines.georgialibraries.org/
> >
> >
> >
> >
> > --
> >
> > Lise Keppler
> > Forsyth County Public Library
> >
> > 660 W 5th St
> > Winston Salem NC 27101
> > 336-703-3070
>
> --
> Chris Sharp
> PINES System Administrator
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, Georgia 30345
> (404) 235-7147
> [email protected]
> http://pines.georgialibraries.org/
>



-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

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