Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

Terran,

  I was doing something very similar, but instead of JUST the last circ, I was 
getting all kinds of results.   But I will try it again.   Maybe I was 
selecting the wrong source to start with.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Tuesday, July 31, 2018 8:30 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi Jennifer,

I would built that report like this:

Source: Classic Item List

Filters:
Status > id (Operater = In List)
Owning Library > id (Operator = In List)
Deleted (Operator = Equals, Filter Value = f)

Display Fields:
Circ Modifier
Callnumber Label
Title
Barcode
Patron Barcode
Patron Name



Terran McCanna
PINES Program Manager
Georgia Public Library Service
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

* The GPLS office is in the midst of relocating offices. We may be reached by 
all of the current mechanisms during the transition, but to ensure the most 
prompt response, please use the Help Desk:  https://help.georgialibraries.org


On Tue, Jul 31, 2018 at 4:57 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
John,

  I would like the CURRENT item checked out with the CURRENT patron name who 
has it. It would be great to see all the items with the status of 
checkedout, for our location, with a borrower listed for each item who has the 
item out.

Is that the ‘active circulation’??   What are ‘linked’ circulations?

  WHY is this so hard?  Don’t libraries want to know how many items are out 
currently, what they are, and who has them? Should be a ‘one-click’ report.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of John Amundson
Sent: Tuesday, July 31, 2018 4:46 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the item 
checked out or for the patron who had the item checked out PRIOR to the current 
checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the parent 
circ was the circulation that led to the renewal.

John




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323 
x322

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

I’m trying to get a report to run with the LAST circulating patron on items 
currently checked out.   Is that the Parent Circulation?What IS the parent 
circulation?

If not, what is the data point in the Item Source to help me get to that 
information?

I want a report with this information:   current status=checked out, list of 
item barcode, title, call number, and circ mod.   Also need for each item, the 
LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Reporting Mania
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Terran McCanna]

Hi Jennifer,

I would built that report like this:

Source: Classic Item List

Filters:
Status > id (Operater = In List)
Owning Library > id (Operator = In List)
Deleted (Operator = Equals, Filter Value = f)

Display Fields:
Circ Modifier
Callnumber Label
Title
Barcode
Patron Barcode
Patron Name



Terran McCanna
PINES Program Manager
Georgia Public Library Service
tmcca...@georgialibraries.org

* The GPLS office is in the midst of relocating offices. We may be reached
by all of the current mechanisms during the transition, but to ensure the
most prompt response, please use the Help Desk:
https://help.georgialibraries.org


On Tue, Jul 31, 2018 at 4:57 PM, Walz, Jennifer  wrote:

> John,
>
>
>
>   I would like the CURRENT item checked out with the CURRENT patron name
> who has it. It would be great to see all the items with the status of
> checkedout, for our location, with a borrower listed for each item who has
> the item out.
>
>
>
> Is that the ‘active circulation’??   What are ‘linked’ circulations?
>
>
>
>   WHY is this so hard?  Don’t libraries want to know how many items are
> out currently, what they are, and who has them? Should be a ‘one-click’
> report.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *John Amundson
> *Sent:* Tuesday, July 31, 2018 4:46 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent
> circulation?
>
>
>
> Hi, Jennifer:
>
>
>
> Are you looking to get information for the patron who CURRENTLY has the
> item checked out or for the patron who had the item checked out PRIOR to
> the current checkout?
>
>
>
> The former is easy, the latter... may not be as friendly.
>
>
>
> The Parent Circulation relates to renewals. If an item is renewed, the
> parent circ was the circulation that led to the renewal.
>
>
>
> John
>
>
>
>
>
>
>
>
> <http://www.cwmars.org>
>
> John Amundson | Library Applications Associate III | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> http://www.cwmars.org
>
>
>
> On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer  wrote:
>
> All –
>
>
>
> I’m trying to get a report to run with the LAST circulating patron on
> items currently checked out.   Is that the Parent Circulation?What IS
> the parent circulation?
>
>
>
> If not, what is the data point in the Item Source to help me get to that
> information?
>
>
>
> I want a report with this information:   current status=checked out, list
> of item barcode, title, call number, and circ mod.   Also need for each
> item, the LAST circ patron (i.e. the one who has it out now) with barcode
> and last name.
>
>
>
>   Any advice is welcome.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Reporting Mania
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

John,

  I would like the CURRENT item checked out with the CURRENT patron name who 
has it. It would be great to see all the items with the status of 
checkedout, for our location, with a borrower listed for each item who has the 
item out.

Is that the ‘active circulation’??   What are ‘linked’ circulations?

  WHY is this so hard?  Don’t libraries want to know how many items are out 
currently, what they are, and who has them? Should be a ‘one-click’ report.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of John 
Amundson
Sent: Tuesday, July 31, 2018 4:46 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the item 
checked out or for the patron who had the item checked out PRIOR to the current 
checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the parent 
circ was the circulation that led to the renewal.

John




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323 
x322

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

I’m trying to get a report to run with the LAST circulating patron on items 
currently checked out.   Is that the Parent Circulation?What IS the parent 
circulation?

If not, what is the data point in the Item Source to help me get to that 
information?

I want a report with this information:   current status=checked out, list of 
item barcode, title, call number, and circ mod.   Also need for each item, the 
LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Reporting Mania
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[John Amundson]

Hi, Jennifer:

In case it is simply the former, I wanted to pass along a mockup of a
template I created that should work for you before I head home for the
day...

You can start from either the Report Source *Item *or *Circulation*, but I
prefer starting from *Circulation; *from there you can get to the Item via
the *Circulating Item *link. Below is a look at a possible setup in the web
client. The XUL client should be very similar. The most important piece is
filtering on "Check In Date/Time *Is NULL*" as this limits checkouts to
only current ones.

The following will get you a list of items that are currently checked out
and the patron who has them out.

Note that this current setup will only output items in copy status Checked
Out as per your request. It can be altered to include checked out items in
other statuses as well, (Lost, Long Overdue, etc) by adding the filter
"Transaction Finish Date/Time *Is NULL*" and removing the filter "Copy
Status... id *equals 1*".

Displayed fields:



Filters:








John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

http://www.cwmars.org

On Tue, Jul 31, 2018 at 4:45 PM, John Amundson  wrote:

> Hi, Jennifer:
>
> Are you looking to get information for the patron who CURRENTLY has the
> item checked out or for the patron who had the item checked out PRIOR to
> the current checkout?
>
> The former is easy, the latter... may not be as friendly.
>
> The Parent Circulation relates to renewals. If an item is renewed, the
> parent circ was the circulation that led to the renewal.
>
> John
>
>
>
>
> 
>
> John Amundson | Library Applications Associate III | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> http://www.cwmars.org
>
> On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer  wrote:
>
>> All –
>>
>>
>>
>> I’m trying to get a report to run with the LAST circulating patron on
>> items currently checked out.   Is that the Parent Circulation?What IS
>> the parent circulation?
>>
>>
>>
>> If not, what is the data point in the Item Source to help me get to that
>> information?
>>
>>
>>
>> I want a report with this information:   current status=checked out, list
>> of item barcode, title, call number, and circ mod.   Also need for each
>> item, the LAST circ patron (i.e. the one who has it out now) with barcode
>> and last name.
>>
>>
>>
>>   Any advice is welcome.
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of ILS Reporting Mania
>> Kinlaw Library -  *Asbury University*
>> One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269
>> jlw...@asbury.edu
>>
>>
>>
>
>

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[John Amundson]

Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the
item checked out or for the patron who had the item checked out PRIOR to
the current checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the
parent circ was the circulation that led to the renewal.

John






John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

http://www.cwmars.org

On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer  wrote:

> All –
>
>
>
> I’m trying to get a report to run with the LAST circulating patron on
> items currently checked out.   Is that the Parent Circulation?What IS
> the parent circulation?
>
>
>
> If not, what is the data point in the Item Source to help me get to that
> information?
>
>
>
> I want a report with this information:   current status=checked out, list
> of item barcode, title, call number, and circ mod.   Also need for each
> item, the LAST circ patron (i.e. the one who has it out now) with barcode
> and last name.
>
>
>
>   Any advice is welcome.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Reporting Mania
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>
>

Re: [OPEN-ILS-GENERAL] Reports

[Jessica Woolford]

Hi Stuart,

Do you use the Lost and Paid status? If you do, you can filter by both
statuses, and display the copy status in the report. If not, you can
display the balanced owed for the transaction (found under Base Transaction
> Payment Summary).

Let me know if you need any more detail.

Thanks,
Jessica

On Wed, Apr 25, 2018 at 11:31 AM, Forrest, Stuart 
wrote:

> Hi
>
> I have a report that generate a list of DVDs that were marked lost this
> year. I now need to know which of these DVDs were paid for and which were
> not.
>
> Does anyone have a report that can already do this they can share or give
> any pointers as to which route I should;d go.
>
> Thanks
> Stuart
>
> 
> Stuart Forrest
> Library IT Analyst
> Beaufort County Library
> Beaufort SC, 29902
> 843 255 6450
>



-- 
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070 ext. 105

Re: [OPEN-ILS-GENERAL] Reports Training

[Murphy, Benjamin]

We’re just beginning to use HelpSpot’s Knowledge Book for our documentation. 
Our reports training can be found here: 
http://nccardinalsupport.org/index.php?pg=kb.book=4

Benjamin

[cid:image001.png@01D3C5E9.7D63CA20]Benjamin Murphy
NC Cardinal Program Manager
NC Dept. of Natural and Cultural Resources
919.807.7424  |  benjamin.mur...@ncdcr.gov


109 East Jones Street  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook  
Twitter  
Instagram  
YouTube  
Website

Email correspondence to and from this address is subject to the North Carolina 
Public Records Law and may be disclosed to third parties.



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Glen 
Modell
Sent: Tuesday, March 20, 2018 12:05 PM
To: open-ils-general@list.georgialibraries.org
Subject: [External] [OPEN-ILS-GENERAL] Reports Training

Hello, this is Glen at the Ann Arbor District Library.  We have been on 
Evergreen since January, and I would like to know if anyone has developed 
training documents for generating reports.  Thanks.  --  Glen.

*
Glen Modell
Library Automation Specialist
Ann Arbor District Library
734-327-8322
mode...@aadl.org

Re: [OPEN-ILS-GENERAL] Reports Training

[Deborah Luchenbill]

Glen,

Ours has also not been updated for the web client, and though I've made
modifications over the years (and am about to do an overhaul), I
*think* the original reports documentation I inherited was based on the
Community's, Indiana's, and Sitka's.  You're welcome to use any/all of it
that's useful:

http://libraries.missourievergreen.org/content/reports

Best,
Debbie


Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 220
Columbia, MO  65203
deb...@mobiusconsortium.org 
573-234-4914
https://mobiusconsortium.org 
Missouri Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517
http://libraries.missourievergreen.org

On Tue, Mar 20, 2018 at 11:44 AM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> Hi Glen,
>
> Our documentation hasn't been updated for the web client yet, but the
> concepts haven't changed in some time. Feel free to refer to what we have
> at:
>
> http://pines.georgialibraries.org/reports
>
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> 
> Atlanta, GA 30345
> 
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
> On Tue, Mar 20, 2018 at 12:05 PM, Glen Modell  wrote:
>
>> Hello, this is Glen at the Ann Arbor District Library.  We have been on
>> Evergreen since January, and I would like to know if anyone has developed
>> training documents for generating reports.  Thanks.  --  Glen.
>>
>> *
>> Glen Modell
>> Library Automation Specialist
>> Ann Arbor District Library
>> 734-327-8322 <(734)%20327-8322>
>> mode...@aadl.org
>>
>
>

Re: [OPEN-ILS-GENERAL] Reports Training

[Terran McCanna]

Hi Glen,

Our documentation hasn't been updated for the web client yet, but the
concepts haven't changed in some time. Feel free to refer to what we have
at:

http://pines.georgialibraries.org/reports



Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


On Tue, Mar 20, 2018 at 12:05 PM, Glen Modell  wrote:

> Hello, this is Glen at the Ann Arbor District Library.  We have been on
> Evergreen since January, and I would like to know if anyone has developed
> training documents for generating reports.  Thanks.  --  Glen.
>
> *
> Glen Modell
> Library Automation Specialist
> Ann Arbor District Library
> 734-327-8322 <(734)%20327-8322>
> mode...@aadl.org
>

Re: [OPEN-ILS-GENERAL] Reports - Simple Record Extracts

[Josh Stompro]

Hello Eva, I worked on a change to the Simple Record Extracts recently which 
was included in the 3.0 release, so I panicked when I saw your message, but 
then saw that you are not on 3.0.  Even though I don’t think I caused the 
problem, it is fresh in my mind so here are some suggestions.

The Simple Record Extracts data is from the table reporter.super_simple_record. 
 So you could double check that table for entries for newer titles.  There 
should be one row for each bib record in your system, including deleted bib 
records.

That data is kept up to date by a trigger that could be disabled on your system.

The following SQL should show you if that trigger exists for the 
biblio.record_entry table.
select tgrelid::regclass, tgname from pg_trigger where tgname~'simple_rec';

If it doesn’t exist, then I would suggest you look through your database 
upgrade logs and scripts to see what might have gone wrong.  There may have 
been an update to that trigger that didn’t fully complete during your upgrade.  
I just took a quick look at the 2.10->2.12 upgrade sql scripts and I couldn’t 
spot a likely spot, I don’t see super_simple_record mentioned anywhere, or the 
trigger.

You can also perform some queries on the reporter.old_super_simple_record view, 
which is where the data actually comes from.  If entries for newer titles shows 
up in that view, then I think you can try to just re-enable and rebuild the 
data.

You can attempt to re-enable that trigger with the following SQL, there is a 
nice shortcut function that tries to delete the trigger, empty out 
reporter.super_simple_record and then re populates it and enables the trigger.

Begin;
Select reporter.refresh_materialized_simple_record();
--Check to see if data looks correct.
select * from reporter.super_simple_record where id >= 26; -- use a bib id 
from after your upgrade.

Then do a “Rollback;” to get rid of changes if things don’t look right, or do a 
“Commit;” if everything looks good.

That command will take some time to work through all your bib records.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Cerninakova Eva
Sent: Monday, January 01, 2018 1:56 PM
To: Evergreen Discussion Group 
Subject: [OPEN-ILS-GENERAL] Reports - Simple Record Extracts

Hi,

after upgrade from Evergreen 2.10 to 2.12 (currently we are on 2.12.4) we have 
discovered that some values extracted from the bibliographic record were not  
included to reports. This specifically applies to simple record extracts, 
particularly to these fields:

Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Author 
(normalized)
Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Title 
Proper (normalized)
Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Publisher 
(normalized)
Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> 
Publication Year (normalized)
Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> ISBN

The problem concerns not only "item" source (also "Invoice" and other sources 
using simple record extracts), however, applies only to records created after 
the upgrade - in cases when record had been created before upgrade and only new 
copy was added after the upgrade,  the record extracts are included to report 
correctly, see example 
https://docs.google.com/spreadsheets/d/12KmF3jWjwWWFAzUt99HgF5rcWSh4Z8Bbj248iD1hn50/edit?usp=sharing
 (items added after upgrade are red).


Could this be a bug?
And is there a way how to get correct values in autor column, title column etc. 
 to reports? Maybe there is any other  way than using simple record extracts?
Thanks a lot for any hint.

Eva







---
Mgr. Eva Cerniňáková
cer...@jabok.cz
Tel. +420 211 222 409

Knihovna Jabok
http:/knihovna.jabok.cz
Tel.  +420 211 222 410
Jabok - Vyšší odborná škola sociálně pedagogická a teologická
Salmovská 8, 120 00 Praha 2

[https://ipmcdn.avast.com/images/icons/icon-envelope-tick-green-avg-v1.png]

Bez virů. 
www.avg.com

Re: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last Update Time

[Elizabeth Davis]

Hi Lynn

Thank you very much!

Elizabeth

From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org] on 
behalf of Lynn Floyd [lfl...@andersonlibrary.org]
Sent: Friday, October 06, 2017 5:58 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record 
Last Update Time

No, they are not the same thing.

The Last Activity Date is when the last time the user logged into the OPAC or 
was verified by SIP. The Record Last Update time was the last time the record 
was updated via Edit.

Lynn Floyd
lfl...@andersonlibrary.org<mailto:lfl...@andersonlibrary.org>
Anderson County Library
Anderson, SC


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elizabeth Davis
Sent: Friday, October 06, 2017 2:53 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last 
Update Time

Hello Everyone,

I had a question regarding the Last Activity Date that you see in a patron’s 
account vs the Record Last Update Time found in the ILS User source in the 
report builder.  Are they the same thing?  How do they populate?

Thanks!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>


Lynn Floyd
Head of Information Technology
Anderson County Library
Anderson, SC
lfl...@andersonlibrary.org

Re: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last Update Time

[Lynn Floyd]

No, they are not the same thing.

 

The Last Activity Date is when the last time the user logged into the OPAC
or was verified by SIP. The Record Last Update time was the last time the
record was updated via Edit. 

 

Lynn Floyd

  lfl...@andersonlibrary.org

Anderson County Library

Anderson, SC

 

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Elizabeth Davis
Sent: Friday, October 06, 2017 2:53 PM
To: Evergreen Discussion Group 
Subject: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record
Last Update Time

 

Hello Everyone, 

 

I had a question regarding the Last Activity Date that you see in a patron's
account vs the Record Last Update Time found in the ILS User source in the
report builder.  Are they the same thing?  How do they populate? 

 

Thanks! 

 

Elizabeth Davis

Head of Digital Services 

Scranton Public Library

500 Vine Street

Scranton, PA 18509

570-348-3000 ext. 3050

eda...@albright.org  

 



Lynn Floyd
Head of Information Technology
Anderson County Library
Anderson, SC
lfl...@andersonlibrary.org

Re: [OPEN-ILS-GENERAL] Reports - circulation count by call number

[Trisha Cantwell Keene]

Thank you Beth.
This is great.
Take care.
Trisha

On Tue, Mar 21, 2017 at 11:42 AM, Willis, Beth  wrote:

> Hi Tricia,
>
> We have a report template that filters on owning library, checkout date
> (range) and copy location.  The last filter could easily be dropped if not
> relevant for your library.
>
> I have attached screenshots of our template configuration.
>
> Please let me know if you have any questions.
>
> I hope this helps.
> Beth
>
>
>
> On Wed, Mar 15, 2017 at 3:19 PM, Trisha Cantwell Keene 
> wrote:
>
>> Does anyone a report template for a report filtering by library and check
>> out date and giving a circulation count by item or grouped by call number?
>>
>> I have tried changing circulation count by location to 'by call number'
>> and thought of trying to add circulation count to an inventory report.
>>
>> Any help appreciated! Thank you.
>>
>>
>> --
>> Trisha Cantwell Keene
>> Associate Director
>> Thorndike Library
>> College of the Atlantic
>> 109 Eden St.
>> Bar Harbor, ME  04609
>>
>> (207) 801-5661
>> (207) 288-2328 Fax
>> tcantw...@coa.edu
>>
>> "Google can bring you back a hundred thousand answers. A librarian can
>> bring you back the right one."  The Guardian (London)
>>
>
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>



-- 
Trisha Cantwell Keene
Associate Director
Thorndike Library
College of the Atlantic
109 Eden St.
Bar Harbor, ME  04609

(207) 801-5661
(207) 288-2328 Fax
tcantw...@coa.edu

"Google can bring you back a hundred thousand answers. A librarian can
bring you back the right one."  The Guardian (London)

Re: [OPEN-ILS-GENERAL] Reports - circulation count by call number

[Willis, Beth]

Hi Tricia,

We have a report template that filters on owning library, checkout date
(range) and copy location.  The last filter could easily be dropped if not
relevant for your library.

I have attached screenshots of our template configuration.

Please let me know if you have any questions.

I hope this helps.
Beth



On Wed, Mar 15, 2017 at 3:19 PM, Trisha Cantwell Keene 
wrote:

> Does anyone a report template for a report filtering by library and check
> out date and giving a circulation count by item or grouped by call number?
>
> I have tried changing circulation count by location to 'by call number'
> and thought of trying to add circulation count to an inventory report.
>
> Any help appreciated! Thank you.
>
>
> --
> Trisha Cantwell Keene
> Associate Director
> Thorndike Library
> College of the Atlantic
> 109 Eden St.
> Bar Harbor, ME  04609
>
> (207) 801-5661
> (207) 288-2328 Fax
> tcantw...@coa.edu
>
> "Google can bring you back a hundred thousand answers. A librarian can
> bring you back the right one."  The Guardian (London)
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports

[Elizabeth Davis]

Thanks so much!

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin 
Bryant
Sent: Tuesday, July 26, 2016 5:36 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Reports

I attached two screenshots, let me know if you need any more!

On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
> Hello Justin,
> 
> I would love to see this template you are referring to.  Would you be 
> able to share it either via screenshots or a documentation of it?
> 
> Thanks!
> 
> Elizabeth Davis
> Head of Digital Services
> Scranton Public Library
> 500 Vine Street
> Scranton, PA 18509
> 570-348-3000 ext. 3050
> eda...@albright.org
> 
> 
> 
> -Original Message-
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Justin Bryant
> Sent: Tuesday, July 26, 2016 2:11 PM
> To: Evergreen Discussion Group
> <open-ils-general@list.georgialibraries.org>
> Subject: Re: [OPEN-ILS-GENERAL] Reports
> 
> This isn't a complete solution, but maybe it'll put you closer.
> 
> If you go to SCLENDS shared folder, and Circulation, there's a report 
> template called "List of Patron Cancelled holds on Holds Shelf". This 
> report can be used to show items not on the Hold Shelf too. If you 
> clone the report and go to base filters, it has the 'Cause ID' as "6".
> If you can determine what number equals staff cancellation, you'll 
> have your report.  I've no idea which number that'd be tho'.
> 
> On 2016-07-26 11:15, Forrest, Stuart wrote:
>> Hi
>> 
>> Does anyone know of a report I can use to list all of the holds 
>> cancelled by staff in a certain period?
>> 
>> Thanks
>> 
>> Stuart
>> 
>> =
>> =
>> ==
>> 
>> 
>> Stuart Forrest PhD
>> 
>> Library Systems Specialist
>> 
>> Beaufort County Library
>> 
>> 843 255 6450
>> 
>> sforr...@bcgov.net
>> 
>> http://www.beaufortcountylibrary.org [1]
>> 
>> For Leisure, For Learning, For Life
>> 
>> 
>> 
>> Links:
>> --
>> [1] http://www.beaufortcountylibrary.org/

Re: [OPEN-ILS-GENERAL] Reports

[Forrest, Stuart]

Beth

Thanks, that is what I was missing. Where can I get a list of all the possible 
values for this field?

Thanks
Stuart


Stuart Forrest PhD
Library Systems Specialist
Beaufort County Library
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>

http://www.beaufortcountylibrary.org<http://www.beaufortcountylibrary.org/>

For Leisure, For Learning, For Life



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Wednesday, July 27, 2016 12:57 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports

Hi,

Change the value for the "Cause ID" filter to 5 to limit to "Staff forced" 
holds.

On Tue, Jul 26, 2016 at 5:35 PM, Justin Bryant 
<jbry...@clarendoncountylibrary.com<mailto:jbry...@clarendoncountylibrary.com>> 
wrote:
I attached two screenshots, let me know if you need any more!


On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
Hello Justin,

I would love to see this template you are referring to.  Would you be
able to share it either via screenshots or a documentation of it?

Thanks!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050<tel:570-348-3000%20ext.%203050>
eda...@albright.org<mailto:eda...@albright.org>



-Original Message-
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf
Of Justin Bryant
Sent: Tuesday, July 26, 2016 2:11 PM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Reports

This isn't a complete solution, but maybe it'll put you closer.

If you go to SCLENDS shared folder, and Circulation, there's a report
template called "List of Patron Cancelled holds on Holds Shelf". This
report can be used to show items not on the Hold Shelf too. If you
clone the report and go to base filters, it has the 'Cause ID' as "6".
If you can determine what number equals staff cancellation, you'll
have your report.  I've no idea which number that'd be tho'.

On 2016-07-26 11:15, Forrest, Stuart wrote:
Hi

Does anyone know of a report I can use to list all of the holds
cancelled by staff in a certain period?

Thanks

Stuart

==
==


Stuart Forrest PhD

Library Systems Specialist

Beaufort County Library

843 255 6450<tel:843%20255%206450>

sforr...@bcgov.net<mailto:sforr...@bcgov.net>

http://www.beaufortcountylibrary.org [1]

For Leisure, For Learning, For Life



Links:
--
[1] http://www.beaufortcountylibrary.org/



--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports

[Mike Rylander]

Stuart,

They're stored in the table called action.hold_request_cancel_cause:

=# select * from action.hold_request_cancel_cause;
 id | label
+---
  1 | Untargeted expiration
  2 | Hold Shelf expiration
  3 | Patron via phone
  4 | Patron in person
  5 | Staff forced
  6 | Patron via OPAC
  7 | Patron via SIP
(7 rows)

>From a recent stock load.

HTH,

--
Mike Rylander
 | President
 | Equinox Software, Inc. / Open Your Library
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Wed, Jul 27, 2016 at 1:09 PM, Forrest, Stuart <sforr...@bcgov.net> wrote:
> Beth
>
>
>
> Thanks, that is what I was missing. Where can I get a list of all the
> possible values for this field?
>
>
>
> Thanks
>
> Stuart
>
>
>
> 
>
> Stuart Forrest PhD
>
> Library Systems Specialist
>
> Beaufort County Library
>
> 843 255 6450
>
> sforr...@bcgov.net
>
>
>
> http://www.beaufortcountylibrary.org
>
>
>
> For Leisure, For Learning, For Life
>
>
>
>
>
>
>
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
> Willis, Beth
> Sent: Wednesday, July 27, 2016 12:57 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Reports
>
>
>
> Hi,
>
>
>
> Change the value for the "Cause ID" filter to 5 to limit to "Staff forced"
> holds.
>
>
>
> On Tue, Jul 26, 2016 at 5:35 PM, Justin Bryant
> <jbry...@clarendoncountylibrary.com> wrote:
>
> I attached two screenshots, let me know if you need any more!
>
>
>
> On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
>
> Hello Justin,
>
> I would love to see this template you are referring to.  Would you be
> able to share it either via screenshots or a documentation of it?
>
> Thanks!
>
> Elizabeth Davis
> Head of Digital Services
> Scranton Public Library
> 500 Vine Street
> Scranton, PA 18509
> 570-348-3000 ext. 3050
> eda...@albright.org
>
>
>
> -Original Message-
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf
> Of Justin Bryant
> Sent: Tuesday, July 26, 2016 2:11 PM
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
> Subject: Re: [OPEN-ILS-GENERAL] Reports
>
> This isn't a complete solution, but maybe it'll put you closer.
>
> If you go to SCLENDS shared folder, and Circulation, there's a report
> template called "List of Patron Cancelled holds on Holds Shelf". This
> report can be used to show items not on the Hold Shelf too. If you
> clone the report and go to base filters, it has the 'Cause ID' as "6".
> If you can determine what number equals staff cancellation, you'll
> have your report.  I've no idea which number that'd be tho'.
>
> On 2016-07-26 11:15, Forrest, Stuart wrote:
>
> Hi
>
> Does anyone know of a report I can use to list all of the holds
> cancelled by staff in a certain period?
>
> Thanks
>
> Stuart
>
> ==
> ==
>
>
> Stuart Forrest PhD
>
> Library Systems Specialist
>
> Beaufort County Library
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> http://www.beaufortcountylibrary.org [1]
>
> For Leisure, For Learning, For Life
>
>
>
> Links:
> --
> [1] http://www.beaufortcountylibrary.org/
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports

[Willis, Beth]

Hi,

Change the value for the "Cause ID" filter to 5 to limit to "Staff forced"
holds.

On Tue, Jul 26, 2016 at 5:35 PM, Justin Bryant <
jbry...@clarendoncountylibrary.com> wrote:

> I attached two screenshots, let me know if you need any more!
>
>
> On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
>
>> Hello Justin,
>>
>> I would love to see this template you are referring to.  Would you be
>> able to share it either via screenshots or a documentation of it?
>>
>> Thanks!
>>
>> Elizabeth Davis
>> Head of Digital Services
>> Scranton Public Library
>> 500 Vine Street
>> Scranton, PA 18509
>> 570-348-3000 ext. 3050
>> eda...@albright.org
>>
>>
>>
>> -Original Message-
>> From: Open-ils-general
>> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf
>> Of Justin Bryant
>> Sent: Tuesday, July 26, 2016 2:11 PM
>> To: Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> Subject: Re: [OPEN-ILS-GENERAL] Reports
>>
>> This isn't a complete solution, but maybe it'll put you closer.
>>
>> If you go to SCLENDS shared folder, and Circulation, there's a report
>> template called "List of Patron Cancelled holds on Holds Shelf". This
>> report can be used to show items not on the Hold Shelf too. If you
>> clone the report and go to base filters, it has the 'Cause ID' as "6".
>> If you can determine what number equals staff cancellation, you'll
>> have your report.  I've no idea which number that'd be tho'.
>>
>> On 2016-07-26 11:15, Forrest, Stuart wrote:
>>
>>> Hi
>>>
>>> Does anyone know of a report I can use to list all of the holds
>>> cancelled by staff in a certain period?
>>>
>>> Thanks
>>>
>>> Stuart
>>>
>>> ==
>>> ==
>>>
>>>
>>> Stuart Forrest PhD
>>>
>>> Library Systems Specialist
>>>
>>> Beaufort County Library
>>>
>>> 843 255 6450
>>>
>>> sforr...@bcgov.net
>>>
>>> http://www.beaufortcountylibrary.org [1]
>>>
>>> For Leisure, For Learning, For Life
>>>
>>>
>>>
>>> Links:
>>> --
>>> [1] http://www.beaufortcountylibrary.org/
>>>
>>


-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Reports

[Elizabeth Davis]

Hello Justin, 

I would love to see this template you are referring to.  Would you be able to 
share it either via screenshots or a documentation of it? 

Thanks!

Elizabeth Davis
Head of Digital Services 
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin 
Bryant
Sent: Tuesday, July 26, 2016 2:11 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Reports

This isn't a complete solution, but maybe it'll put you closer.

If you go to SCLENDS shared folder, and Circulation, there's a report template 
called "List of Patron Cancelled holds on Holds Shelf". This report can be used 
to show items not on the Hold Shelf too. If you clone the report and go to base 
filters, it has the 'Cause ID' as "6". If you can determine what number equals 
staff cancellation, you'll have your report.  I've no idea which number that'd 
be tho'.

On 2016-07-26 11:15, Forrest, Stuart wrote:
> Hi
> 
> Does anyone know of a report I can use to list all of the holds 
> cancelled by staff in a certain period?
> 
> Thanks
> 
> Stuart
> 
> ==
> ==
> 
> 
> Stuart Forrest PhD
> 
> Library Systems Specialist
> 
> Beaufort County Library
> 
> 843 255 6450
> 
> sforr...@bcgov.net
> 
> http://www.beaufortcountylibrary.org [1]
> 
> For Leisure, For Learning, For Life
> 
> 
> 
> Links:
> --
> [1] http://www.beaufortcountylibrary.org/

Re: [OPEN-ILS-GENERAL] Reports

[Justin Bryant]

This isn't a complete solution, but maybe it'll put you closer.

If you go to SCLENDS shared folder, and Circulation, there's a report 
template called "List of Patron Cancelled holds on Holds Shelf". This 
report can be used to show items not on the Hold Shelf too. If you clone 
the report and go to base filters, it has the 'Cause ID' as "6". If you 
can determine what number equals staff cancellation, you'll have your 
report.  I've no idea which number that'd be tho'.


On 2016-07-26 11:15, Forrest, Stuart wrote:

Hi

Does anyone know of a report I can use to list all of the holds
cancelled by staff in a certain period?

Thanks

Stuart




Stuart Forrest PhD

Library Systems Specialist

Beaufort County Library

843 255 6450

sforr...@bcgov.net

http://www.beaufortcountylibrary.org [1]

For Leisure, For Learning, For Life



Links:
--
[1] http://www.beaufortcountylibrary.org/

Re: [OPEN-ILS-GENERAL] Reports including in-house use

[Mike Rylander]

I do what I can. :)

Regards,

Mike Rylander

--   Sent from my phone, please pardon my thumbs.
 | President
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com
On May 18, 2016 7:04 PM, "Jane Sandberg"  wrote:

> Mike Rylander, you are a gentleman and a scholar.  That was the trick!
> Thanks!
>
> On Wed, May 18, 2016 at 11:10 AM, Mike Rylander 
> wrote:
> > Jane,
> >
> > You should be able to enable nullability, start with the In-house Use
> > source, and select a "parent nullable" (right join) link to items.
> > Does that work for you?
> >
> > Regards,
> >
> > --
> > Mike Rylander
> >  | President
> >  | Equinox Software, Inc. / Open Your Library
> >  | phone:  1-877-OPEN-ILS (673-6457)
> >  | email:  mi...@esilibrary.com
> >  | web:  http://www.esilibrary.com
> >
> >
> > On Wed, May 18, 2016 at 12:31 PM, Jane Sandberg 
> wrote:
> >> Hi colleagues,
> >>
> >> I am trying to create a report in the reporter that lists all items
> >> and how many in-house uses they have.
> >>
> >> * I can use In-house Use as my initial source, but then I don't get
> >> any items with 0 in-house uses.
> >> * I can use Item as my initial source, but it doesn't seem to be
> >> linked to the In-house use table for reporter purposes.
> >>
> >> I was thinking of filing a launchpad bug that a link to in-house use
> >> is missing from the item source.  However, I want to make sure that I
> >> am not missing something!
> >>
> >> Thanks!
> >>
> >>   -Jane
> >>
> >> --
> >> Jane Sandberg
> >> Electronic Resources Librarian
> >> Linn-Benton Community College
> >> sand...@linnbenton.edu / 541-917-4655
>
>
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
>

Re: [OPEN-ILS-GENERAL] Reports including in-house use

[Jane Sandberg]

Mike Rylander, you are a gentleman and a scholar.  That was the trick!  Thanks!

On Wed, May 18, 2016 at 11:10 AM, Mike Rylander  wrote:
> Jane,
>
> You should be able to enable nullability, start with the In-house Use
> source, and select a "parent nullable" (right join) link to items.
> Does that work for you?
>
> Regards,
>
> --
> Mike Rylander
>  | President
>  | Equinox Software, Inc. / Open Your Library
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  mi...@esilibrary.com
>  | web:  http://www.esilibrary.com
>
>
> On Wed, May 18, 2016 at 12:31 PM, Jane Sandberg  
> wrote:
>> Hi colleagues,
>>
>> I am trying to create a report in the reporter that lists all items
>> and how many in-house uses they have.
>>
>> * I can use In-house Use as my initial source, but then I don't get
>> any items with 0 in-house uses.
>> * I can use Item as my initial source, but it doesn't seem to be
>> linked to the In-house use table for reporter purposes.
>>
>> I was thinking of filing a launchpad bug that a link to in-house use
>> is missing from the item source.  However, I want to make sure that I
>> am not missing something!
>>
>> Thanks!
>>
>>   -Jane
>>
>> --
>> Jane Sandberg
>> Electronic Resources Librarian
>> Linn-Benton Community College
>> sand...@linnbenton.edu / 541-917-4655



-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655

Re: [OPEN-ILS-GENERAL] Reports including in-house use

[Mike Rylander]

Jane,

You should be able to enable nullability, start with the In-house Use
source, and select a "parent nullable" (right join) link to items.
Does that work for you?

Regards,

--
Mike Rylander
 | President
 | Equinox Software, Inc. / Open Your Library
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Wed, May 18, 2016 at 12:31 PM, Jane Sandberg  wrote:
> Hi colleagues,
>
> I am trying to create a report in the reporter that lists all items
> and how many in-house uses they have.
>
> * I can use In-house Use as my initial source, but then I don't get
> any items with 0 in-house uses.
> * I can use Item as my initial source, but it doesn't seem to be
> linked to the In-house use table for reporter purposes.
>
> I was thinking of filing a launchpad bug that a link to in-house use
> is missing from the item source.  However, I want to make sure that I
> am not missing something!
>
> Thanks!
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655

Re: [OPEN-ILS-GENERAL] Reports Question

[McCanna, Terran]

Hi Elizabeth,

Here is the description of the one we use. It may not get you everything you 
want, but it might get you part of the way there. We do it by Home Library and 
not by Owning Library - each system in our consortium that accepts payments 
through the TPAC has its own credit card contract and any payments made through 
the TPAC by their patrons go to them. 

Uses Credit Card Payment source (you may have to look under "All Available 
Sources" at the bottom of the source list).

Displayed Fields:

Credit Card Payment -> xact -> User -> Home Library -> Short (Policy) Name as 
"Patron Home Library"
Credit Card Payment -> payment_ts as "Payment Date/Time"
Credit Card Payment -> xact -> User -> Current Library Card -> Barcode
Credit Card Payment -> xact -> User -> First Name
Credit Card Payment -> xact -> User -> Middle Name
Credit Card Payment -> xact -> User -> Last Name
Credit Card Payment -> Payment -> Payment ID
Credit Card Payment -> amount as "Payment Amount"
Credit Card Payment -> cc_processor as "Credit Card Processor"


Base Filters:

Credit Card Payment -> payment_ts (Date) (Between)
Credit Card Payment -> cc_processor (Is not NULL)
Credit Card Payment -> cash_drawer (Is NULL)
Credit Card Payment -> xact -> User -> Home Library -> Organizational Unit ID 
(In list)




Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Elizabeth Davis" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, January 6, 2016 4:28:41 PM
Subject: [OPEN-ILS-GENERAL] Reports Question

Hello,

I had a question regarding building a report template for our TPAC fine 
payments for our business manager.  She would like a report that shows what 
amounts are paid via the TPAC for lost or overdue items by owning library.   We 
use Paypal PayFlow, but that only gives her the grand total.  Does anyone have 
a template that they would be willing to share or suggestions on which 
reporting source I should use?

Thank you very much,


Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Reports Troubleshooting

[Ben Shum]

Hi Geoff,

I think killing clark-kent is a bit brute force, but I've done it myself 
on a few occasions for bad runaway reports.


I'd also suggest a look over 
http://evergreen-ils.org/dokuwiki/doku.php?id=scratchpad:random_magic_spells#cancel_query_report 
to see how one would cancel a report from the database side of things.


I also use SELECT * FROM reporter.currently_running; to see what reports 
are holding up the line too.


-- Ben

On 11/15/2012 03:45 PM, Geoff Sams wrote:
My library is having trouble with the reports interface.  It seems 
like something may have clogged up our system somehow and now reports 
are not running.  I've restarted the service and made sure that it is 
running properly but reports are still not running.  I figured at this 
point the best action would be to purge pending reports?  I'm not 
really sure how to go about that from the system as asking everyone to 
delete pending reports would take far too long and be very 
unpredictable.  Any assistance on this matter would be greatly 
appreciated!


Thanks,
Geoff Sams

Roanoke Public Library
817-491-2691



--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern

[Turner, Jennifer M]

The [brief] minutes from last week's Reports meeting have been posted to the 
website: 
http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce_meetings#past_meetings.
  They are directly available here: 
http://evergreen-ils.org/meetings/evergreen/2012/evergreen.2012-06-21-14.31.html

Although not apparent in the minutes, this meeting included a discussion of 
interested libraries pooling resources to develop ideas from the Evergreen 
Reports wish list, 
http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce_wish_lists,
 and what the task force might do to assist the process, keeping in mind that 
we don't actually have a Reports Task Force budget.  A couple of ideas were 
tossed about, including volunteers from the task force working to solicit 
vendor quotes for development for the various wish list items.  However, there 
was not a large enough group present to gain consensus on a plan at the 
meeting.  If you have thoughts about how the Reports Task Force might proceed 
on this, please share these ideas on the Evergreen Reports list 
(evergreen-repo...@list.evergree-ils.orgmailto:evergreen-repo...@list.evergree-ils.org)
 or email me directly and I will summarize for the list.

Thanks,
Jenny (PALS)

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Turner, Jennifer M
Sent: Thursday, June 21, 2012 9:26 AM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org); 
evergreen-repo...@list.evergreen-ils.org
Subject: Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 
at 2:30pm Eastern

Just a reminder: the Evergreen Reports Task Force meets this afternoon on IRC!  
Details below.

From: Turner, Jennifer M
Sent: Tuesday, June 19, 2012 2:31 PM
To: Evergreen Discussion Group 
(open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org);
 
evergreen-repo...@list.evergreen-ils.orgmailto:evergreen-repo...@list.evergreen-ils.org
Subject: Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern

Please join the next Evergreen Reports Task Force meeting this Thursday, June 
21 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). 
An agenda has been posted: 
http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-06-21-agenda.

Anyone interested in Reports in Evergreen is welcome to attend!


Jennifer Turner | PALS, A Program of the Minnesota State Colleges and 
Universities | 507-389-2000

Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern

[Turner, Jennifer M]

Just a reminder: the Evergreen Reports Task Force meets this afternoon on IRC!  
Details below.

From: Turner, Jennifer M
Sent: Tuesday, June 19, 2012 2:31 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org); 
evergreen-repo...@list.evergreen-ils.org
Subject: Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern

Please join the next Evergreen Reports Task Force meeting this Thursday, June 
21 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). 
An agenda has been posted: 
http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-06-21-agenda.

Anyone interested in Reports in Evergreen is welcome to attend!


Jennifer Turner | PALS, A Program of the Minnesota State Colleges and 
Universities | 507-389-2000