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

[Gregory, Katherine]

Hi Cynthia,

I have updated http://pines.georgialibraries.org/pines/bills-currently-owed to include both screenshots and textual instructions.  I agree with you that using both is the best way for documentation and appreciate your input on this.

I had created that link with just screenshots awhile back with a goal of assisting nonPINES libraries on template creation.  I had hoped that screenshots would be a quick and easy way to communicate.  

Maybe someday the Evergreen Reports interface will have a way to export/import templates or a way to click on a tab to view the template selection criteria, paths, and data transformations.  That way, we could just click on it, save it, and send it.  

Do let me know if I can be of further help with this.
-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: "Cynthia Williamson" <crwbookgirl at gmail.com>
To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
Sent: Tuesday, February 23, 2010 1:52:19 PM
Subject: Re: [OPEN-ILS-GENERAL] Report for long overdue items?

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)