[OPEN-ILS-GENERAL] Report for long overdue items?

[Cynthia Williamson]

Hi Again - just realized I didn't answer your question about the screenshot
vs. the textual instructions to create a template - I'm not a visual learner
so having the template steps written out works better for me but I'm sure
lots of folks would prefer the screen shots.  I think the best documentation
is a mix of both.
Cynthia


On Mon, Feb 22, 2010 at 5:20 PM, Gregory, Katherine <
kgregory at georgialibraries.org> wrote:

> Hi Cynthia,
>
> Check out http://pines.georgialibraries.org/pines/bills-currently-owed for
> bills currently owed by patrons. I filtered by patron home library and an
> aggregate filter of greater than or equal to the amount owed.
>
> I used the Classic Circulation template source for my longoverdue report
> just because I think, for the most part, it is easier to use .  either way,
> the key is to remember to filter by checkin date/time is null.  For patron
> information, I went to the Patron Link, Patron Link > Current Library Card,
> and Patron Link > Mailing Address area.
>
> Like Andrew, let me know if you need any help and I'd also like to know if
> creating the link above helped or if it would be better just to type the
> display and filtering selection paths.
>
> -Katherine
>
>
> Katherine Gregory
> PINES Services Specialist
> Georgia Public Library Service
> A Unit of the University System of Georgia
> 1800 Century Place, Suite 150 Atlanta, Ga 30345-4304
> 404-235-7138
> 404-756-4618 fax
> kgregory at georgialibraries.org
> www.georgialibraries.org
>
> ----- Original Message -----
> From: "Andrew Tillman" <tillman at leecountylibrary.org>
> To: "Evergreen Discussion Group" <
> open-ils-general at list.georgialibraries.org>
> Sent: Monday, February 22, 2010 4:44:47 PM
> Subject: Re: [OPEN-ILS-GENERAL] Report for long overdue items?
>
> We run a recurring weekly OD report for items between 60 and 90 days
> overdue. I do not know of a way to share that report across PINES so I can
> tell you what filters are used.
>
> We use the old template creator for this one:
>
> Template type = circulation
>
> Filters =
>
>
>    • Circulation -> Due Date/Time ( timestamp ): choose a transform = date
> ; choose a filter = between
>
>
>    • Circulation -> Circulating Library -> Organizational Unit ID (
> org_unit ): choose a transform= raw data; choose a filter = in list
>    • Circulation -> Check In Date/Time ( timestamp ): choose a transform=
> raw data; choose a filter = is null
>
> Displays:
>
>
>    • Circulation -> Circulating Library -> Short (Policy) Name ( text )
>    • Circulation -> Due Date/Time ( timestamp )
>    • Circulation -> Circulating Item -> Call Number/Volume -> Call Number
> Label ( text )
>    • Circulation -> Circulating Item -> Call Number/Volume -> Bib Record ->
> Simple Record Extracts -> Title Proper (normalized) ( text )
>    • Circulation -> Circulating Item -> Barcode ( text )
>
> If you need any help or have any questions let me know! In the Evergreen
> template you can't specify past 90 days if you use a relative date for
> recurring reports, like we do.--
> Andrew Tillman
> Tech Specialist
> Lee County Library
> Leesburg, GA 31763
> tillman at leecountylibrary.org
>
> > Has anyone created a report template around items that have been overdue
> > for
> > a long period of time that they would be willing to share? I guess I'm
> > trying to do 2 things - Make a list of people who have items that are
> > more
> > than 4 weeks overdue and make a list of people who have billing totals
> > over
> > $20.00.
> > Any help with this would much appreciated.
> > Cheers, Cynthia
> > Mohawk College
> > Hamilton, ON
> >
>



-- 
I might be great tomorrow,
but hopeless yesterday.
Don't get me wrong.
(Chrisse Hynde)
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