circ:circulation:maintenance-reports
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circ:circulation:maintenance-reports [2018/02/26 19:44] – tmccanna | circ:circulation:maintenance-reports [2023/09/05 15:03] (current) – [Inventory] smorrison | ||
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- | ====== Collection Maintenance Reports ====== | + | ====== |
- | The following reports | + | The following reports assist libraries with maintaining |
===== Claims Returned ===== | ===== Claims Returned ===== | ||
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===== Holds ===== | ===== Holds ===== | ||
+ | |||
+ | **Expired Holds:**\\ | ||
+ | To identify expired holds that are currently on your holds shelf, see: [[circ: | ||
+ | |||
+ | **Hopeless Holds:**\\ | ||
+ | To identify holds that cannot be filled because all copies on the record are unfillable. See: [[circ: | ||
**Uncaptured Holds:**\\ | **Uncaptured Holds:**\\ | ||
- | To identify holds that patrons have placed | + | To identify holds where an item has been targeted |
- | //Quick Reports > Quick Report | + | //Quick Reports > Quick Reports |
+ | ===== Inventory ===== | ||
- | **Unfilled Holds:** | + | See: [[cat: |
- | To identify holds that were found for patrons, but that the patrons did not pick up, use this Quick Report: | + | ===== Item Status |
- | // | + | |
- | Quick Reports > Quick Report Templates > Holds > Unfilled Holds (Captured but Not Fulfilled)// | + | |
- | **Expired Holds:** | + | Get lists of items of a particular status (Missing, In Process, etc.) in order to do shelf checks. |
- | To identify | + | //Quick Reports > Quick Report Templates > Items > List of Items by Status// |
+ | |||
+ | ===== Long Overdue Items ===== | ||
+ | |||
+ | See: [[circ: | ||
+ | |||
+ | ===== Pre-Cats ===== | ||
+ | |||
+ | Pre-cat (pre-cataloged item) records are temporary records used for Interlibrary Loan or to allow checkouts of items that have barcodes but no record in the catalog. Pre-cat records should be used for temporary purposes only and should be corrected (or deleted, in the case of ILL) when the item is returned to the library. | ||
+ | |||
+ | //Quick Reports > Quick Reports Templates > Items > Pre-Cat List// | ||
+ | |||
+ | See also: [[cat: | ||
+ | |||
+ | ===== Transit Reports ===== | ||
+ | |||
+ | Transit reports can help you to identify | ||
+ | |||
+ | See: [[circ: | ||
+ | |||
+ | ===== Weeding Report ===== | ||
+ | |||
+ | //Quick Reports > Quick Report Templates > Items > Basic Weeding List// | ||
+ | |||
+ | The Basic Weeding List is meant to provide a list of possible items to consider for weeding. Each item on the list should be reviewed on its own merits (see Slideshow link below for tips. | ||
+ | |||
+ | Report filters: | ||
+ | * **Use Count (Less than):** This is the number of total circulations over all time. If you want to list items that have circulated less than 10 times since they were added to the collection, enter 10. If you want to only list items that have never circulated, enter 1. | ||
+ | * **Shelving Location Name (Substring): | ||
+ | * **Callnumber Label (Between): | ||
+ | * **Status (In List):** In many cases, you would only look at items in the Available status to consider for weeding because if an item is Checked Out then it means there is current interest in it. However, this filter allows you to select as many other item statuses as you wish. By selecting all statuses, you may identify some items that are in incorrect statuses as well, such as items in " | ||
+ | * **Last Circulation Date (Before):** This filters out any items from the list that have circulated recently. If you don't want to weed anything that has circulated in the last 3 years, then select a date 3 years ago. | ||
+ | * **Organizational Unit ID (In List):** It is best to only circulate one branch per report. | ||
+ | |||
+ | See also: [[https:// |
circ/circulation/maintenance-reports.1519674254.txt.gz · Last modified: 2018/10/11 20:15 (external edit)