[Evergreen-acq] [Evergreen-reports] Acq Back Order Report

Mon Dec 9 08:19:55 EST 2024

HI Tiffany

Thanks! I'll give these a test.

[cid:6e94a04f-e5bc-4e6f-8107-c5a5fbf9d975]Elizabeth Davis (she/her), Program Manager

Pennsylvania Integrated Library System (PaILS) | SPARK

(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
support.sparkpa.org<https://support.sparkpa.org/> | support at sparkpa.org<mailto:support at sparkpa.org>

________________________________
From: Tiffany Little <tlittle at georgialibraries.org>
Sent: Friday, December 6, 2024 9:14 AM
To: Evergreen Community Reports Email List <evergreen-reports at list.evergreen-ils.org>
Cc: evergreen-acq <evergreen-acq at list.evergreen-ils.org>; Elizabeth Davis <elizabeth.davis at sparkpa.org>
Subject: Re: [Evergreen-reports] Acq Back Order Report

Hi Elizabeth,

I have two, depending on what they need/want. The first one is to only find line item details/line items where there is a cancel reason that contains "Delayed". It doesn't include things with a status On-Order. I included screenshots of the display fields, filters, and what it looks like when you run the report. Those are the "Backordered Only" screenshots.

The Definition ID in the filters is because I want to see the Title on from the line item. I also included in the display fields to see the current copy status of the real EG barcode, and whether that's deleted or not. Then when you run the report, all you need to do is select the Ordering Agency from the PO.

The second report will find all outstanding line item details--that is, anything that's unreceived or has a cancel reason that keeps debits (i.e. Delayed). This is the "Outstanding" screenshots. Honestly, the filters on this one are more flexible when finding Backordered items, because it hinges on using a cancel reason that keeps debits which is an essential setting when setting up cancel reasons. The first one hinges that the cancel reason includes the word "Delayed", which it might not. For example, if your system always has "Delayed" in your backordered cancel reasons, either one will work. But if your cancel reason is simply "Backordered", for example, the "Backordered Only" report filters wouldn't work because the word "Delayed" isn't in the cancel reason. It's still early, I hope that made sense.

In case it didn't, here's a screenshot I mocked up really quick:

[image.png]

My first report would find items that use the "Delayed: Backordered" reason (row #7). But if your cancel reason label is set up like row #17 ("Backordered"), it wouldn't. Whereas the "Outstanding" report would find either one, because they both use Keep Debits=Yes (far right column). Again, this may be a moot point if you're using the stock cancel reasons, but I wanted to call it out just in case.

Hope that helps! If I can explain more I'm happy to!

Tiffany

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Tiffany Little

PINES Bibliographic Projects Manager

________________________________

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

(404) 235-7161 | tlittle at georgialibraries.org<mailto:tlittle at georgialibraries.org>

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On Wed, Dec 4, 2024 at 12:43 PM Elizabeth Davis via Evergreen-reports <evergreen-reports at list.evergreen-ils.org<mailto:evergreen-reports at list.evergreen-ils.org>> wrote:
Hello Everyone,

I am working on a report template for a library that needs to find all their line items that are in the status of Back Order.  Through our testing we discovered is that Back Ordered isn't a status even though it looks that way in the client but rather a cancel reason.   I'm getting slightly different numbers of line items between ACQ searches and the reports, so I want to make sure I'm not missing something.    Does anyone have a template that they wouldn't mind sharing?

 Thank you!

[cid:ii_1939c4028e9ba782edc1]Elizabeth Davis (she/her), Program Manager

Pennsylvania Integrated Library System (PaILS) | SPARK

(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
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