No subject


Tue Jun 7 22:28:46 EDT 2011


templates.

=20

There is a link on the right hand side of the screen that says 'Create a =
new Template for this folder', click that link.

=20

This takes you to the reports section.

=20

In this section click the 'Sources' drop down menu and choose, the =
'Circulation' option.

=20

This will cause 'Circulation' to be displayed in the area below the =
'Sources' drop down menu.

=20

Click the arrow besides 'Circulation' in this display area.  This will =
show you a list of options that can be included in your report, they are =
ordered alphabetically.

=20

Click the 'Patron' option, this will display a number of items in the =
area to the right of the 'Sources' screen.

=20

I'm going to choose the items I used in my report, but you can choose =
any item you see fit to include in your report.

When choosing an item for the report, it is important to look at the =
'Data Type' column.  If the 'Data Type' is 'link' then you need to look =
further to find the details you want to display.

=20

For instance, under Patron there is a 'Mailing Address' option with a =
'Data Type' of link.  To get to the Mailing Address details you need to =
click the the arrow beside 'Patron', which will open up a subset of =
options to chose from.  One of those options is 'Mailing Address' if you =
click 'Mailing Address' you will now see the actually details for the =
patrons mailing address displayed to the right. Many of these items have =
a 'Data Type' of text.  Unlike the 'link' data type, the 'text' data =
type will display useful information in your report.  There are other =
data types that will display useful information.  If I come across any =
while writing this I will make note of them.

=20

Ok, back to the report.

=20

So, once  you have clicked 'Patron' and have the list of items =
displaying to the right of the 'Sources' screen, you can click double =
click the 'First Name' option which has a data type of 'text'.  This =
will add 'First Name' to your report.  You will see it show up in the =
'Display Fields' tab in the bottom section of the screen.  After you =
have double clicked 'First Name' do the same for 'Last Name', 'Daytime =
Phone', and 'Evening Phone'.  Next, click the arrow beside 'Patron', =
then click the 'Current Library Card' option.  In the screen to the =
right of 'Sources' double click the 'Barcode' option to add the patron's =
barcode to your report.  Now, above the 'Patron' option click the arrow =
besides 'Circulating Item'.  In the items that appear below 'Circulating =
Item', click the 'Call Number/Volume' option.  In the window to the =
right of 'Sources' click 'Call Number Label' to add the call number to =
your report.  Now, click the 'Circulating Item' link in the 'Sources' =
window.  In the window to the right of Sources, click 'Barcode' to put =
the item's barcode in your report.

=20

There is now a problem with your report.  You have two report items =
named Barcode (the user's barcode and the item's barcode).  Click once =
on the first Barcode in the 'Display Fields' screen.  This is the =
patron's barcode.  Then click the 'Alter Display Header' button.  This =
will let you change the name of this field.  Change it to Patron Barcode =
or whatever you feel like.  Then click the second Barcode and click =
'Alter Display Header' again.  Change this Barcode to Item Barcode or =
whatever your prefer.

=20

One last item to add to our report, the Due Date.  Click the =
'Circulation' link at the top of the tree in the 'Sources' list.  Then =
double click 'Due Date/Time' to add the due date to your report.  The =
Due Date/Time is not a text data type.  It is a timestamp data type, =
which will show you a date and time.  If you only want the date to =
display click the 'Due Date/Time' option in your 'Display Fields' =
screen, then click the 'Change Transform' button and chose the 'Date' =
option.

=20

Ok, you now have a list of fields for your report (feel free to add =
items to your report that  you feel are necessary, just be sure you =
don't add an item with a data type of 'link'.  Items with data type =
'link' will  not break the report, but they won't give you any useful =
information.

=20

Now we need to add the filters to your report that will give you useful =
information.

=20

Besides the 'Display Fields' tab there is a 'Base Filters' tab.  Click =
that tab.

=20

Now you need to specify what fields will limit your report.  You now =
have a clear list at the bottom of your screen under 'Base Filters'.

=20

In the 'Sources' screen above 'Base Filters' look for the 'Circulating =
Library' link underneath the 'Circulation' root.  Click the 'Circulating =
Library' link.  This will open up options in the screen to the right of =
the 'Sources' Screen.  Double click the 'Organizational Unit ID' option. =
 This is the first filter and will allow us to generate a list of =
overdue items belonging to a specific Organizational Unit.

=20

Next, click the 'Circulation' link at the top of the 'Sources' screen, =
then double click the 'Check in Date/Time' link to the right of the =
'Sources' screen. 'Checking Date/Time' has a data type of 'timestamp'.  =
Once you have Checking Date/Time in your Base Filters, you need to =
modify the filter to look for items that do not have a Checkin Date/Time =
(ie, they are still out on loan).  To do that, click the 'Checkin =
Date/Time' link in the 'Base Filters' screen.  Then click the 'Change =
Operator' button and choose the 'Is NULL' option.  This will look for =
items that do not have a 'Checkin Date/Time' value set in the database.

=20

There is one more item to add to your 'Base Filters' list.  This is the =
'Due Date/Time'.  Click the 'Circulation' link at the top of the =
'Sources' screen, then double click the 'Due Date/Time' option which has =
a data type of 'timestamp'.  In order to get a list of over due items, =
we want to look at items with a Due Date/Time that is less than or equal =
to today.  So, click the 'Due Date/Time' option in your 'Base Filters' =
tab, then click the 'Change Operator' button and choose 'Less than or =
equal to'.

=20

This is all you need to do to set up your template. So, if you are =
satisfied with your Display Fields, give your Template a Name like =
'Overdue items at a particular org unit' and a description 'Generates a =
list of overdue items at a particular Org Unit.  Set the Due Date/Time =
to now() in order to get current overdue items.'  I'll explain what that =
last sentence means when we generate a report from this template.

=20

The Title and Description fields are inbetween the Sources screen and =
the Base Filters Screen.  Once you have entered your Title and =
Description, click the 'Save' button to the right of the 'Description' =
input field.

=20

Now we need to generate a report from this template.

=20

Go back to the start of the Reports Screen (Admin->Local =
Administrators->Reports).  You will be sent there once you save your =
template.

=20

Click on the arrow beside the 'Templates' link, then click the directory =
you chose to save your template in.  You should see a list of templates =
apear to the right.  Click the box besides the template you just created =
(It should have a 'name' value equal to what ever you chose as the =
template name before you saved your template).  Once the box is checked, =
make sure 'Create a new report from the selected template' is the =
current option in the select box, then click the 'Submit' button.

=20

This will bring you to the report generation screen.  In here, you need =
to fill in the 'Report Name' field.  A 'Report Name' like 'Overdue items =
for BLA library' where BLA is the Org Unit you wish to use for this =
report might be a good report name.  The name of the report will be sent =
to staff via email when the report is run, so you want to make it =
informative.

=20

You need to fill in the 'Report Description' field.  Detailing who is =
recieving the report and a quick description about the report is useful =
here.

=20

You then need to select a folder to store your report in.  This option =
is listed as 'Choose a folder to store this report definition: '.   The =
list of folders available to you will be the folders you created at the =
start of this process.  Chose a folder that makes sense to you.  If you =
only have one folder choose it.  You may want to create more folders =
later on to help you organize your reports.

=20

Now you have to fill in the filter options.   Under Organizational Unit =
ID, choose the Org Unit you want this report to detail.

=20

Next is the Due Date/Time part which is not very intuitive, and if =
anyone knows a better way of doing this let me know.  In order to get =
the report to give you a list of items that are overdue at the moment it =
is run, you need to use a PostgreSQL function called now().  now () =
generates a timestamp eqaul to the moment it is executed.  So in the =
input box to the right of Due Date/Time enter 'now()'.  Because we are =
using now() in the Due Date/Time option. This report will find over due =
items from the moment the report is run.  I suggest running the report =
in the early morning to get a list of items that are overdue as of the =
previous day.

=20

You will  not be able to change the value for Checkin Date/Time because =
it is set to Null by our template.

=20

Next you can choose if you want this to be a recurring report.  If you =
do, then click the check box to the right of 'Recurring Report:'.

=20

If you do want a recurring report you need to select how often it will =
recur, Every Day, Once a Week, Once a Month.  You can modify the number =
to the left of 'Day/Week/Month' to generate the report at different =
intervals.

=20

You can then choose when you want the report to run.  If this is your =
first time running the report you might want to run it as soon as =
possible.  If that is the case, keep the 'Run as soon as possible' box =
checked.  If you are running it as soon as possible, I would suggest not =
running it as a recurring report.  Instead, run it once as soon as =
possible, then make a new report and run it at a specific day like the =
first of the Month, or every Monday, or whatever makes sense for your =
staff.

=20

Next, you choose what email address to which you want the report sent.  =
You can add multiple addresses by separating them with a comma.  Note, =
this only restricts who the report is sent to.  In the email that is =
sent, a ULR to the report will be included, and you can give this URL to =
anyone with a Staff Client login who can then use their login =
credentials to view the report.

=20

Finally, you need to choose a folder for the reports output. Click one =
of the folders you created at the start of this process.  The folders =
are to the right of the 'Choose a folder to store this report's output:' =
text.

=20

Take a couple of glances over your report to make sure everything is set =
properly (is it set to use the right Org Unit?, have you typed now() =
correctly into the Due Date/Time input box, etc).  Once you are sure =
everything is setup correctly, click the "Save Report' button.  In a =
short while the emails you listed in the report should get a message =
with a link to the report.

=20

If you do not want to wait for the email you can click the arrow to the =
right of the 'Output' link in your 'My Folders' section, then click the =
folder you chose to save the report output to.  Click the checkbox =
beside your report's name, then make sure the select box reads 'View =
report output' then click the 'Submit' button.  Note it may take a bit =
for your report to generate, so if your report's name is in the 'Pending =
Items' section, then wait a minute and click the 'Reload' button to see =
if your report is now listed in the 'Completed Items' section.  If your =
report is stuck in the 'Pending Items' section then your Clark Kent =
reporting daemon is probably not running, and you will have to get your =
Evergreen admin to start it up.  Once you have clicked submit, you will =
be taken to a new screen.  This new screen with give you two options. =
Tabular Ouptut, and Excel Output.  Tabluar Output will display your =
report as an HTML table, Excel Ouput will let you download an Excel file =
with your reports details. =20

=20

I realize this is a very long email.  I hope it is not to muddled and =
filled with spelling errors.  If you need further explanaiton please ask =
on the list.

=20

Liam

=20

	=20

________________________________

	From: open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of =
Joan Kranich
	Sent: October 25, 2011 14:13
	To: Evergreen Discussion Group
	Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues.

	Hi,

	=20

	I am also interested in the process libraries use to send overdue =
notices and would appreciate the steps.   Thanks.

	=20

	Joan

	=20

	Joan Kranich

	C/W MARS Member Services

	jkranich at cwmars.org

	508-755-3323 ext. 21

	=20

	From: open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of =
Whalen, Liam
	Sent: Tuesday, October 25, 2011 2:11 PM
	To: Evergreen Discussion Group
	Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues.

	=20

	I have created an Evergreen report that can be emailed to our staff =
that shows a list of overdue items for a specific Org Unit.  Would =
something like that be what you are looking for?  If it is, then I can =
post the steps I took to create the report.

	=20

	Liam Whalen

	=20

	Natural Resources Canada Library / Biblioth=E8que de Ressources =
naturelles Canada
	615 rue Booth Street, 121, Ottawa, ON
	Canada K1A 0E9
	Telephone / T=E9l=E9phone : 613-995-4180
	lwhalen at nrcan-rncan.gc.ca
	Web: http://www.nrcan.gc.ca/library/

	=20

		=20

________________________________

		From: open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of =
Michelle Dyer
		Sent: October 25, 2011 13:46
		To: open-ils-general at list.georgialibraries.org
		Subject: [OPEN-ILS-GENERAL] Trying to do Overdues.

		I have been told that you do your overdues by email to your patrons. =
But I'm here in Maine can't seem to even get a list of overdues. Is =
there such thing as a list of overdues. I don't have many patrons with =
email or access to computers except for here so a list rather then =
automatic email would work better for us. If anyone has hints, ideas, =
ect.. that would be most welcome.

		Thanks a bunch

		Michelle


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lang=3DEN-US link=3Dblue vlink=3Dpurple><div class=3DWordSection1><p =
class=3DMsoNormal><span style=3D'font-size:11.0pt;color:black'>Thanks =
Liam for the great information.<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'>Joan<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><div><=
p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>Joan Kranich<o:p></o:p></span></p><p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>C/W MARS Member Services<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>jkranich at cwmars.org<o:p></o:p></span></p><p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>508-755-3323 ext. 21<o:p></o:p></span></p></div><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><div><=
div style=3D'border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt =
0in 0in 0in'><p class=3DMsoNormal><b><span =
style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span>=
</b><span style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'> =
open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] <b>On Behalf =
Of </b>Whalen, Liam<br><b>Sent:</b> Tuesday, October 25, 2011 4:12 =
PM<br><b>To:</b> Evergreen Discussion Group<br><b>Subject:</b> Re: =
[OPEN-ILS-GENERAL] Trying to do =
Overdues.<o:p></o:p></span></p></div></div><p =
class=3DMsoNormal><o:p>&nbsp;</o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
is will not send overdue notices to patrons.&nbsp; It will simple create =
a report that can be emailed to staff, who can then contact patrons =
about overdue items.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>In=
 the Staff Client, click the 'Admin' link in the upper right =
corner:</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>In=
 'Admin' click the 'Local Administrators' =
option.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>In=
 'Local Administrators' click the 'Reports' =
option.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>If=
 you do not have a your Reports folders configured you will need to do =
so now:</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'><a=
 =
href=3D"http://docs.sitka.bclibraries.ca/Sitka/draft/html/folder.html#rep=
ort-folder-creating">http://docs.sitka.bclibraries.ca/Sitka/draft/html/fo=
lder.html#report-folder-creating</a></span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>On=
ce you have your folders created, then you click the arrow beside =
the&nbsp;'Templates' link in the 'My Folders' =
section.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Fr=
om here, click on a folder you have setup to store your report =
templates.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
ere is a link on the right hand side of the screen that says 'Create a =
new Template for this folder', click that link.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
is takes you to the reports section.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>In=
 this section click the 'Sources' drop down menu and choose, the =
'Circulation' option.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
is will cause 'Circulation' to be displayed in the area below the =
'Sources' drop down menu.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Cl=
ick the arrow besides 'Circulation' in this display area.&nbsp; This =
will show you a list of options that can be included in your report, =
they are ordered alphabetically.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Cl=
ick the 'Patron' option, this will display a number of items in the area =
to the right of the 'Sources' screen.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>I'=
m going to choose the items I used in my report, but you can choose any =
item you see fit to include in your report.</span><o:p></o:p></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Wh=
en choosing an item for the report, it is important to look at the 'Data =
Type' column.&nbsp; If the 'Data Type' is 'link' then you need to look =
further to find the details you want to display.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Fo=
r instance, under Patron there is a 'Mailing Address' option with a =
'Data Type' of link.&nbsp; To get to the Mailing Address details you =
need to click the the arrow beside 'Patron', which will open up a subset =
of options to chose from.&nbsp; One of those options is 'Mailing =
Address' if you click 'Mailing Address' you will now see the actually =
details for the patrons mailing address displayed to the right. Many of =
these items have a 'Data Type' of text.&nbsp; Unlike the 'link' data =
type, the 'text' data type will display useful information in your =
report.&nbsp; There are other data types that will display useful =
information.&nbsp; If I come across any while writing this I will make =
note of them.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ok=
, back to the report.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>So=
, once&nbsp; you have clicked 'Patron' and have the list of items =
displaying to the right of the 'Sources' screen, you can click double =
click the 'First Name' option which has a data type of 'text'.&nbsp; =
This will add 'First Name' to your report.&nbsp; You will see it show up =
in the 'Display Fields' tab in the bottom section of the screen.&nbsp; =
After you have double clicked 'First Name' do the same for 'Last Name', =
'Daytime Phone', and&nbsp;'Evening Phone'.&nbsp; Next, click the arrow =
beside 'Patron', then click the 'Current Library Card' option.&nbsp; =
In&nbsp;the screen to the right of 'Sources'&nbsp;double click the =
'Barcode' option to add the patron's barcode to your report.&nbsp; Now, =
above the 'Patron' option click the&nbsp;arrow besides 'Circulating =
Item'.&nbsp; In the items that appear below 'Circulating Item', click =
the 'Call Number/Volume' option.&nbsp; In the window to&nbsp;the right =
of 'Sources' click 'Call Number Label' to add the&nbsp;call number to =
your report.&nbsp; Now, click the 'Circulating Item' link in the =
'Sources' window.&nbsp; In the window to the right of Sources, click =
'Barcode' to put the item's barcode in your =
report.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
ere is now a problem with your report.&nbsp; You have =
two&nbsp;report&nbsp;items named Barcode (the user's barcode and the =
item's barcode).&nbsp; Click once on the first&nbsp;Barcode in =
the&nbsp;'Display Fields'&nbsp;screen.&nbsp; This is the patron's =
barcode.&nbsp; Then click the 'Alter Display Header' button.&nbsp; This =
will let you change the name of this field.&nbsp; Change it to =
Patron&nbsp;Barcode or whatever you feel like.&nbsp; Then click the =
second Barcode and click 'Alter Display Header' again.&nbsp; Change =
this&nbsp;Barcode to Item Barcode</span>&nbsp;<span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>or=
 whatever your prefer.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>On=
e last item to add to our report, the Due Date.&nbsp; Click the =
'Circulation' link at the top of the tree in the 'Sources' list.&nbsp; =
Then double click 'Due Date/Time' to add the due date to your =
report.&nbsp; The Due Date/Time is not a text data type.&nbsp; It is a =
timestamp data type, which will show you a date and time.&nbsp; If you =
only want the date to display click the 'Due Date/Time' option in your =
'Display Fields' screen, then&nbsp;click&nbsp;the 'Change Transform' =
button and chose the 'Date' option.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ok=
, you now have a list of fields for your report (feel free to add items =
to your report that&nbsp; you feel are necessary, just be sure you don't =
add an item with a data type of 'link'.&nbsp; Items with data type =
'link' will&nbsp; not break the report, but they won't give you any =
useful information.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>No=
w we need to add the filters to your report that will give you useful =
information.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Be=
sides the 'Display Fields' tab there is a 'Base Filters' tab.&nbsp; =
Click that tab.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>No=
w you need to specify what fields will limit your report.&nbsp; You now =
have a clear list at the bottom of your screen under 'Base =
Filters'.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>In=
 the 'Sources' screen above 'Base Filters' look for the 'Circulating =
Library' link underneath the 'Circulation' root.&nbsp; Click the =
'Circulating Library' link.&nbsp; This will open up options in the =
screen to the right of the 'Sources' Screen.&nbsp; Double click the =
'Organizational Unit ID' option.&nbsp; This is the first filter and will =
allow us to generate a list of overdue items belonging to a specific =
Organizational Unit.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ne=
xt, click the 'Circulation' link at the top of the 'Sources' screen, =
then double click the 'Check in Date/Time' link to the right of the =
'Sources' screen. 'Checking Date/Time' has a data type of =
'timestamp'.&nbsp; Once you have Checking Date/Time in your Base =
Filters, you need to modify the filter to look for items that do not =
have a Checkin Date/Time (ie, they are still out on loan).&nbsp; To do =
that, click the 'Checkin Date/Time' link in the 'Base Filters' =
screen.&nbsp; Then click the 'Change Operator' button and choose the 'Is =
NULL' option.&nbsp; This will look for items that do not have a 'Checkin =
Date/Time' value set in the database.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
ere is one more item to add to your 'Base Filters' list.&nbsp; This is =
the 'Due Date/Time'.&nbsp; Click the 'Circulation' link at the top of =
the 'Sources' screen, then double click the 'Due Date/Time' option which =
has a data type of 'timestamp'.&nbsp; In order to get a list of over due =
items, we want to look at items with a Due Date/Time that is less than =
or equal to today.&nbsp; So, click the 'Due Date/Time' option in your =
'Base Filters' tab, then click the 'Change Operator' button and choose =
'Less than or equal to'.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
is is all you need to do to set up your template. So, if&nbsp;you are =
satisfied with your Display Fields, give your Template a Name like =
'Overdue items at a particular org unit' and a description 'Generates a =
list of overdue items at a particular Org Unit.&nbsp; Set the Due =
Date/Time to now() in order to get current overdue items.'&nbsp; I'll =
explain what that last sentence means when we generate a report from =
this template.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
e Title and Description fields are inbetween the Sources screen and the =
Base Filters Screen.&nbsp; Once you have entered your Title and =
Description, click the 'Save' button to the right of&nbsp;the =
'Description' input field.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>No=
w we need to generate a report from this =
template.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Go=
 back to the start of the Reports Screen (Admin-&gt;Local =
Administrators-&gt;Reports).&nbsp; You will be sent there once you save =
your template.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Cl=
ick on the arrow beside the 'Templates' link, then click the directory =
you chose to save your template in.&nbsp; You should see a list of =
templates apear to the right.&nbsp; Click the box besides the template =
you just created (It should have a 'name' value equal to what ever you =
chose as the template name before you saved your template).&nbsp; Once =
the box is checked, make sure 'Create a new report from the selected =
template' is the current option in the select box, then click the =
'Submit' button.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Th=
is will bring you to the report generation screen.&nbsp; In here, you =
need to fill in the 'Report Name' field.&nbsp; A 'Report Name' like =
'Overdue items for BLA library' where BLA is the Org Unit you wish to =
use for this report might be a good report name.&nbsp; The name of the =
report will be sent to staff via email when the report is run, so you =
want to make it informative.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Yo=
u need to fill in the 'Report Description' field.&nbsp;&nbsp;Detailing =
who is recieving the&nbsp;report&nbsp;and a quick description about the =
report is useful here.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Yo=
u then need to select a folder to store your report in.&nbsp; This =
option is listed as 'Choose a folder to store this report definition: =
'.&nbsp;&nbsp; The list of folders available to you will be the folders =
you created at the start of this process.&nbsp; Chose a folder that =
makes sense to you.&nbsp; If you only have one folder choose it.&nbsp; =
You may want to create more folders later on to help you organize your =
reports.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>No=
w you have to fill in the filter options.&nbsp;&nbsp; Under =
Organizational Unit ID, choose the Org Unit you want this report to =
detail.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ne=
xt is the Due Date/Time part which is not very intuitive, and if anyone =
knows a better way of doing this let me know.&nbsp; In order to get the =
report to give you a list of items that are overdue at the moment it is =
run, you need to use a PostgreSQL function called now().&nbsp; now () =
generates a timestamp eqaul to the moment it is executed.&nbsp; So in =
the input box to the right of Due Date/Time enter 'now()'.&nbsp; Because =
we are using now() in the Due Date/Time option. This report will find =
over due items from the moment the report is run.&nbsp; I suggest =
running the report in the early morning to get a list of items that are =
overdue as of the previous day.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Yo=
u will&nbsp; not be able to change the value for Checkin Date/Time =
because it is set to Null by our template.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ne=
xt you can choose if you want this to be a recurring report.&nbsp; If =
you do, then&nbsp;click the check box to the right of 'Recurring =
Report:'.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>If=
 you do want a recurring report you need to select how often it will =
recur, Every Day, Once a Week, Once a Month.&nbsp; You can modify =
the&nbsp;number to the left of 'Day/Week/Month' to generate the report =
at different intervals.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Yo=
u can then choose when you want the report to run.&nbsp; If this is your =
first time running the report you might want to run it as soon as =
possible.&nbsp; If that is the case, keep the 'Run as soon as possible' =
box checked.&nbsp; If you are running it as soon as possible, I would =
suggest not running it as a recurring report.&nbsp; Instead, run it once =
as soon&nbsp;as possible, then make a new report and run it at a =
specific day like the first of the Month, or every Monday, or whatever =
makes sense for your staff.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ne=
xt, you choose what email address to which you want the report =
sent.&nbsp; You can add multiple addresses by separating them with a =
comma.&nbsp; Note, this only restricts who the report is sent to.&nbsp; =
In the email that is sent, a ULR to the report will be included, and you =
can give this URL to anyone with a Staff Client login who can then use =
their login credentials to view the report.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Fi=
nally, you need to choose a folder for the reports output. Click one of =
the folders you created at the start of this process.&nbsp; The folders =
are to the right of the 'Choose a folder to store this report's output:' =
text.</span><o:p></o:p></p><p class=3DMsoNormal>&nbsp;<o:p></o:p></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Ta=
ke a couple of glances over your report to make sure everything is set =
properly (is it set to use the right Org Unit?, have you typed now() =
correctly into the Due Date/Time input box, etc).&nbsp; Once you are =
sure everything is setup correctly, click the &quot;Save Report' =
button.&nbsp; In a short while the emails you listed in the report =
should get a message with a link to the report.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>If=
 you do not want to wait for the email you can click the arrow to the =
right of the 'Output' link in your 'My Folders' section, then click the =
folder you chose to save the report output to.&nbsp; Click the checkbox =
beside your report's name, then make sure the select box reads 'View =
report output' then click the 'Submit' button.&nbsp; Note it may take a =
bit for your report to generate, so if your report's name is in the =
'Pending Items' section, then&nbsp;wait a minute&nbsp;and click the =
'Reload' button to see if your report is now listed in the 'Completed =
Items' section.&nbsp; If your report is stuck in the 'Pending Items' =
section then your Clark Kent reporting daemon is probably not running, =
and you will have to get your Evergreen admin to start it up.&nbsp; Once =
you have clicked submit, you will be taken to a new screen.&nbsp; This =
new screen with give you two options. Tabular Ouptut, and Excel =
Output.&nbsp; Tabluar Output will display your report as an HTML table, =
Excel Ouput will let&nbsp;you download an Excel file with your reports =
details.&nbsp; </span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>I =
realize this is a very long email.&nbsp; I hope it is not to muddled and =
filled with spelling errors.&nbsp; If you need further explanaiton =
please ask on the list.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Li=
am</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><blockquote =
style=3D'border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in =
4.0pt;margin-left:3.75pt;margin-top:5.0pt;margin-right:0in;margin-bottom:=
5.0pt'><p class=3DMsoNormal><o:p>&nbsp;</o:p></p><div class=3DMsoNormal =
align=3Dcenter style=3D'text-align:center'><hr size=3D2 width=3D"100%" =
align=3Dcenter></div><p class=3DMsoNormal =
style=3D'margin-bottom:12.0pt'><b><span =
style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span>=
</b><span style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'> =
open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] <b>On Behalf =
Of </b>Joan Kranich<br><b>Sent:</b> October 25, 2011 14:13<br><b>To:</b> =
Evergreen Discussion Group<br><b>Subject:</b> Re: [OPEN-ILS-GENERAL] =
Trying to do Overdues.</span><o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'>Hi,<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p =
class=3DMsoNormal><span style=3D'font-size:11.0pt;color:black'>I am also =
interested in the process libraries use to send overdue notices and =
would appreciate the steps.&nbsp;&nbsp; Thanks.<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'>Joan<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><div><=
p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>Joan Kranich<o:p></o:p></span></p><p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>C/W MARS Member Services<o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>jkranich at cwmars.org<o:p></o:p></span></p><p class=3DMsoNormal><span =
style=3D'font-size:11.0pt;font-family:"Calibri","sans-serif";color:black'=
>508-755-3323 ext. 21<o:p></o:p></span></p></div><p =
class=3DMsoNormal><span =
style=3D'font-size:11.0pt;color:black'><o:p>&nbsp;</o:p></span></p><div><=
div style=3D'border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt =
0in 0in 0in'><p class=3DMsoNormal><b><span =
style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span>=
</b><span style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'> =
open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] <b>On Behalf =
Of </b>Whalen, Liam<br><b>Sent:</b> Tuesday, October 25, 2011 2:11 =
PM<br><b>To:</b> Evergreen Discussion Group<br><b>Subject:</b> Re: =
[OPEN-ILS-GENERAL] Trying to do =
Overdues.<o:p></o:p></span></p></div></div><p =
class=3DMsoNormal><o:p>&nbsp;</o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>I =
have created an Evergreen report that can be emailed to our staff that =
shows a list of overdue items for a specific Org Unit.&nbsp; Would =
something like that be what you are looking for?&nbsp; If it is, then I =
can&nbsp;post the steps I took to create the =
report.</span><o:p></o:p></p><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:blue'>Li=
am Whalen</span><o:p></o:p></p><div><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p></div><p><span =
style=3D'font-size:10.0pt'>Natural Resources Canada Library / =
Biblioth=E8que de Ressources naturelles Canada<br>615 rue Booth Street, =
121, Ottawa, ON<br>Canada K1A 0E9<br>Telephone / T=E9l=E9phone : =
613-995-4180<br>lwhalen at nrcan-rncan.gc.ca<br>Web: <a =
href=3D"http://www.nrcan.gc.ca/library/">http://www.nrcan.gc.ca/library/<=
/a></span><o:p></o:p></p><div><p =
class=3DMsoNormal>&nbsp;<o:p></o:p></p></div><blockquote =
style=3D'border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in =
4.0pt;margin-left:3.75pt;margin-top:5.0pt;margin-right:0in;margin-bottom:=
5.0pt'><p class=3DMsoNormal><o:p>&nbsp;</o:p></p><div class=3DMsoNormal =
align=3Dcenter style=3D'text-align:center'><hr size=3D2 width=3D"100%" =
align=3Dcenter></div><p class=3DMsoNormal =
style=3D'margin-bottom:12.0pt'><b><span =
style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span>=
</b><span style=3D'font-size:10.0pt;font-family:"Tahoma","sans-serif"'> =
open-ils-general-bounces at list.georgialibraries.org =
[mailto:open-ils-general-bounces at list.georgialibraries.org] <b>On Behalf =
Of </b>Michelle Dyer<br><b>Sent:</b> October 25, 2011 =
13:46<br><b>To:</b> =
open-ils-general at list.georgialibraries.org<br><b>Subject:</b> =
[OPEN-ILS-GENERAL] Trying to do Overdues.</span><o:p></o:p></p><div><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>I have been =
told that you do your overdues by&nbsp;email to your patrons. But I'm =
here in Maine can't seem to even get a list of overdues. Is there such =
thing as a list of overdues. I don't have many patrons with email or =
access to computers except for here so a list rather then automatic =
email would work better for us. If anyone has hints, ideas, ect.. that =
would be most welcome.</span><o:p></o:p></p></div><div><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>Thanks a =
bunch</span><o:p></o:p></p></div><div><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>Michelle</spa=
n><o:p></o:p></p></div></blockquote></blockquote></div></body></html>
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