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

2018-08-01 Thread Walz, Jennifer
...@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 (Opera

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

2018-07-31 Thread Terran McCanna
e, 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

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

2018-07-31 Thread Walz, Jennifer
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

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

2018-07-31 Thread 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

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

2018-07-31 Thread 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

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

2018-07-31 Thread Walz, Jennifer
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

Re: [OPEN-ILS-GENERAL] Reports

2018-04-26 Thread 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,

[OPEN-ILS-GENERAL] Reports

2018-04-25 Thread Forrest, Stuart
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

Re: [OPEN-ILS-GENERAL] Reports Training

2018-03-27 Thread Murphy, Benjamin
neral [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 h

Re: [OPEN-ILS-GENERAL] Reports Training

2018-03-21 Thread 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

Re: [OPEN-ILS-GENERAL] Reports Training

2018-03-20 Thread 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

[OPEN-ILS-GENERAL] Reports Training

2018-03-20 Thread Glen Modell
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

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

2018-01-02 Thread Josh Stompro
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 <open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] Reports - Simple Record Extracts

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

2018-01-01 Thread Cerninakova Eva
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 ->

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

2017-10-08 Thread Elizabeth Davis
;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

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

2017-10-06 Thread Lynn Floyd
ry.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

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

2017-10-06 Thread Elizabeth Davis
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

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

2017-03-21 Thread 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 >

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

2017-03-21 Thread 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

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

2017-03-15 Thread Trisha Cantwell Keene
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

Re: [OPEN-ILS-GENERAL] Reports

2016-07-28 Thread Elizabeth Davis
ilto: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 solut

Re: [OPEN-ILS-GENERAL] Reports

2016-07-27 Thread Forrest, Stuart
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.

Re: [OPEN-ILS-GENERAL] Reports

2016-07-27 Thread Mike Rylander
g, 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 > >

Re: [OPEN-ILS-GENERAL] Reports

2016-07-27 Thread Willis, Beth
-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 comp

Re: [OPEN-ILS-GENERAL] Reports

2016-07-26 Thread Elizabeth Davis
...@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-G

Re: [OPEN-ILS-GENERAL] Reports

2016-07-26 Thread 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

[OPEN-ILS-GENERAL] Reports

2016-07-26 Thread Forrest, Stuart
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

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

2016-05-18 Thread 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

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

2016-05-18 Thread 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

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

2016-05-18 Thread 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) |

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

2016-05-18 Thread Jane Sandberg
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

Re: [OPEN-ILS-GENERAL] Reports Question

2016-01-06 Thread McCanna, Terran
ic Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345 404-235-7138 tmcca...@georgialibraries.org - Original Message - From: "Elizabeth Davis" <eda...@albright.org> To: open-ils-general@list.georgialibraries.org Sent: Wednesday, January 6, 2016 4:28:41 PM Subject

[OPEN-ILS-GENERAL] Reports Question

2016-01-06 Thread Elizabeth Davis
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

[OPEN-ILS-GENERAL] Reports Question

2015-08-07 Thread Elizabeth Davis
Hello, I'm fairly new to Evergreen and I'm trying to create a report template for our libraries to run based on holds. We need a list of books that have over 30 or more holds. When I run the report based on the template I created, I'm getting the consortium wide titles that have 30 or more

[OPEN-ILS-GENERAL] Reports Interest Group

2014-03-17 Thread Jessica Venturo
Hi all, The Reports Interest Group will meet this Friday, March 21st at 1:15 PM at the Evergreen International Conference. If you have an interest in reporting and Evergreen, please consider attending. Anyone interested in reports is welcome to attend. Topics of discussion will include:

[OPEN-ILS-GENERAL] Reports Troubleshooting

2012-11-15 Thread Geoff Sams
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

Re: [OPEN-ILS-GENERAL] Reports Troubleshooting

2012-11-15 Thread 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

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

2012-06-29 Thread Turner, Jennifer M
@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

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

2012-06-21 Thread 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

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

2012-06-19 Thread Turner, Jennifer M
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

[OPEN-ILS-GENERAL] Reports Task Force Scheduling Poll

2012-05-09 Thread Turner, Jennifer M
The Evergreen Reports Task Force will NOT meet today, as our past schedule would suggest. Instead, all interested parties are invited to fill out a brief Doodle poll to help in planning a recurring meeting time for the group: http://www.doodle.com/4uh63s86zpz8bssn. Newbies are welcome! We

[OPEN-ILS-GENERAL] Reports Meeting scheduled for Wed, October 12 at 2:30 ET on IRC

2011-10-11 Thread Turner, Jennifer M
Hello Evergreen Reports Group, Our next meeting is scheduled for this Wednesday, October 12 at 2:30 ET via IRC (http://evergreen-ils.org/irc.php). As in TOMORROW - apologies for the late notice; it's been a hectic fall! A draft agenda has been posted:

[OPEN-ILS-GENERAL] Reports Taskfoce June 8 Meeting Notes

2011-06-10 Thread Tim Spindler
I have posted the meeting notes for the reports task force. http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-06-08 http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-06-08Please join the reports listserv if you haven't yet and are interested in

[OPEN-ILS-GENERAL] Reports Repository

2011-06-08 Thread Tim Spindler
I originally posted this on the new reports listserv but the taskforce suggested I post this here just in case people missed it. Remember, you can subscribe to the reports listserv here ( http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports) I had mentioned a while ago that

[OPEN-ILS-GENERAL] Reports Task Force/Interest Group Information

2011-04-27 Thread Turner, Jennifer M
Thanks to everyone who attended our Reports meeting this morning at the Evergreen Conference. A special thanks to Jennifer Bielweski from Lyrasis for volunteering to co-convene the Reports group with me! It was awesome to have such a strong and enthusiastic turnout. Notes will be posted