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

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,

Re: [OPEN-ILS-GENERAL] Reports Training

2018-03-27 Thread 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

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

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

2018-01-02 Thread 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

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

2017-10-08 Thread 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

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

2017-10-06 Thread 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

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

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

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) |

Re: [OPEN-ILS-GENERAL] Reports Question

2016-01-06 Thread 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

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