2 New Reports

All, in response to some questions that have come up, regarding missing items and holds and weeding reports I created templates for two new reports you can begin using.

The first one is a template under the same login as your monthly reports called [your library] Item No Circ in 3 yrs. This report looks for everything that has had no activity on them since 3 years before the date you run the report. Activity is any of the following commands: checkin, checkout, mark item missing, mark item lost, mark item used, place hold, remove item hold, remove user hold, renew item. I’ve set the report to ignore all reference materials as those would not have any activity unless you were using the Use Item Wizard. This report should find everything that could be weeded. If three years is too long for you then change the last activity date. Click on the gadget and set the end date to 24 months instead of 36. You should also change the date created the same way. I used this so the report didn’t pull up anything that was just created but hasn’t had any activity yet. If you would like to run the report for certain locations you can do that by clicking on setup and schedule report button, go to the copy selection tab and choose a home location. Let me know if this works for you.

The second report is an automated one I set to run every morning along with the morning pull Onshelf Holds Report. You will find it in the Reports login along side you overdues and pull holds reports. This report lists all hold items for your library’s patrons that are missing and not moving along. Normally when a hold item is marked missing the system bounces it along to the next available item in the record, unless the hold was a copy level hold instead of title. In cases where there are no other copies when the item is marked missing the hold just sits there. This report will find that hold and let your staff know to cancel it and contact the patron. I have no way to automate this yet so it will have to be a little hands on. The first time the report is run, tomorrow, it will be fairly long for some of you, but as those holds are taken care of the report will be shorter. I have it set to run every morning.