[OPEN-ILS-GENERAL] Evergreen Reports Module

[George Tuttle]

This leads to my next discussion point - What are the reports we all need?
Here are some examples:

 

Monthly statistics:

Monthly circulation by facility, item type and/or item demographics (adult,
young adult, & juvenile) -- non-cat numbers included.

Monthly new patron - by facility and patron demographics (adult & juvenile)

Holds traffic - holds sent and received by library systems 

Monthly In House Use by facility, item type and/or item demographics (adult,
young adult, & juvenile)

 

Collection development:

Dusty book (aka Weeding)

Turn-over rate study (the ratio of item circulations by collection or board
subject classification)

Circulation counts on variety of factors (item factors: call number
classification group, item type, shelving location, selected MARC
categories, and item demographics and patron factors: patron city, county,
zip code area, age demographics, and home library)

Purchase alerts (items with a high percentage of holds).

Lost and missing items for possible replacement

 

Patron:

Detailed patron demographics 

Survey responses

Staff accounts (aka Are-these-people-still-on-staff report?)

 

Current/ outstanding activity:

Unfilled holds

Items currently checked out

Items currently overdue

Items lost 

Reports for collection agencies (aka bills owed by patrons sent to
collections)

 

Basic counts

Circulation activity counts: check-outs, renewals, check-ins, holds placed,
holds filled

Cataloging activity counts: items added, items deleted.

 

Bibliographical lists

 

Maintenance: 

Monthly missing items

Monthly overdue transits

Item status reports for database clean up (on a quarterly to annual basis -
items in damage, in process, bindery, cataloging, ILL, on hold shelf, or any
item in a temporary status for an extended period of time)

Database clean up reports for catalogers

 

Revenue reports:

Daily cash drawer report

Fiscal year report

Uncollected debt and reports for the auditor

 

Besides what reports are needed. Are there key fundamental differences
between public and academic libraries? And consortiums and stand-alone
libraries?

 

George Tuttle

Computer Services Librarian

Piedmont Regional Library System

770-867-2762 x103

770-891-0654 (cell)

770-867-7483 (fax)

gtuttle at prlib.org

  _____  

From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
scrlheadlib at mts.net
Sent: Monday, March 01, 2010 2:33 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Evergreen Reports Module

 

I totally agree.  I really like being able to create reports that I want but
it seems silly to have to individually create reports for the basic library
stats that we know we will all need.  Eg. I've been trying to figure out how
to create a subject bibliography report and to date have been unsuccessful.
I'm fairly certain there isn't a library that doesn't do this .

 

Mary Toma 
South Central Regional Library 
160 Main Street 
Box 1540 
Winkler, MB R6W 4B4 
204-325-5864 
204-822-4092 
scrlheadlib at mts.net 

 

 

From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Deanna Frazee
Sent: March 1, 2010 1:28 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Evergreen Reports Module

 

I would like to see more canned reports for a variety of things,
particularly overdues and stats.  While we can create all of this ourselves,
a canned report for those things that all of us do would be so helpful.

 

Deanna Frazee

Killeen City Library System

(254) 501-8995

(254) 501-7704 (fax)

dfrazee at ci.killeen.tx.us

 

  _____  

From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
George Tuttle
Sent: Monday, March 01, 2010 1:24 PM
To: open-ils-general at list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Evergreen Reports Module

 

Hello,

 

Is anyone out there? 

 

I am trying to network with other Evergreen libraries on a variety of
end-user issues and would like to start by discussing Evergreen's Report
Module. 

 

If changes were to be made in Reports, what changes would you like to see? 

 

George Tuttle

Computer Services Librarian

Piedmont Regional Library System

770-867-2762 x103

770-891-0654 (cell)

770-867-7483 (fax)

 <mailto:gtuttle at prlib.org> gtuttle at prlib.org

 

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