[Evergreen-reports] Purchase Alert Report Source

[Jessica Venturo]

Hi Beth,

 

In my experience, the Hold/Copy Ratio per Bib Source pulls data for the
whole system, though admitted I have not played with that particular source
in a while.  I have built two reports using the Hold Request source that
have taken the place of the Purchase Alert report we had in Web Reporter
while we were on Horizon.  The first is a report that lists titles that the
library does not own that have active holds placed by the library's patrons.
This is how it's set up:

 

Source: Hold Request

 

Base Filters

 


Filter Field

Transform

Operator

Value


Hold Request ::Requesting Library

Raw Data

In list

 


Hold Request :: Fulfillment Date/Time

Raw Data

Is NULL

 


Hold Request :: Capture Date/Time

Raw Data

Is NULL

 


Hold Request :: Currently Frozen

Raw Data

Equals

False


Hold Request :: Hold Cancel Date/Time

Raw Data

Is NULL

 


Hold Request -> Bib Record link -> Target Bib Record -> Call Numbers ->
Copies :: Circulating Library

Raw Data

In list

 

 

Aggregate Filters

 


Filter Field

Transform

Operator

Value


Hold Request -> Bib Record link -> Target Bib Record -> Call Numbers ->
Copies :: Copy ID

Count Distinct

Equals

0

 

Display Fields

 


Display Name

Data Type

Transform


Author (Hold Request -> Bib Record Link -> Target Bib Record -> Simple
Record Extracts :: Author (normalized))

Text

Raw Data


Title (Hold Request -> Bib Record Link -> Target Bib Record -> Simple Record
Extracts :: Title (normalized))

Text

Raw Data


TCN Value (Hold Request -> Bib Record Link -> Target Bib Record -> Simple
Record Extracts :: TCN Value)

Text

Raw Data


# of Holds (Hold Request :: Hold ID)

ID

Count Distinct

 

The second lists items that the library owns that have more than 5 holds
placed by their patrons.  This lets the library know if they need to buy any
additional copies.

 

Base Filters

 

Same as above.

 

Aggregate Filters

 


Filter Field

Transform

Operator

Value


Hold Request :: Hold ID

Count Distinct

Greater than or equal to

5 (Note: You could leave this blank to allow libraries to define their own
value)

 

Display Fields

 

Same as above, but also includes:


Display Name

Data Type

Transform


# of Copies (Hold Request -> Bib Record link -> Target Bib Record -> Call
Numbers -> Copies :: Copy ID)

ID

Count Distinct

 

I hope this is helpful!  If anyone else has reports that do similar things,
please feel free to share.

 

Thanks,

Jessica

 

---

Jessica Venturo

Applications Support Specialist

Bibliomation, Inc.

32 Crest Rd.

Middlebury, CT

203-577-4070 ext. 105

 

-----Original Message-----
From: evergreen-reports-bounces at list.evergreen-ils.org
[mailto:evergreen-reports-bounces at list.evergreen-ils.org] On Behalf Of Beth
Willis
Sent: Friday, October 12, 2012 9:20 AM
To: evergreen-reports at list.evergreen-ils.org
Subject: [Evergreen-reports] Purchase Alert Report Source

 

When I run a purchase alert report (source=Hold/Copy Ratio per Bib) I am
getting confusing output.  Can anyone tell me whether the Holdable Copy
Count is the count by library or the system-wide count?

 

Thank you.

 

--

Beth Willis

Digital & Catalog Librarian

NOBLE, Inc.

26 Cherry Hill Drive

Danvers, MA 01923

 

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