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Circulation Notices Reports

Last Updated: Jul 11, 2022 14:35

Coming Due Items Notice

Generates notices for patrons letting them know that their items are due soon. Specify the due date range using the Patrons with Items Due selection.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have items due soon. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students and/or parents directly when they have items due soon.
Selections
Coming Due Items Notice report Selections tab

Patrons with Items Due: Enter a relative date or date range.

This report now includes a Title selection.

Options

Coming Due Items Notice report Options tab

Example Reports

These examples use the default options for each format.

Damaged Items Notice

Generates parent notice slips and/or mailing labels for patrons with damaged item fees

All patrons who have an unpaid damage charge from discarded or damage coded (DL) items will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider creating Saved Reports that automatically email these notices to staff periodically for them to distribute.

Selections

Damaged Items Notice report Selections tab

This report now includes a Title selection.

Options
Damaged Items Notice report Options tab
Example Reports

In-Stock Hold Notice

Generates notices for patrons letting them know that an in-stock hold is ready for them to pick up

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds. Consider creating some saved reports that automatically send out this report:

  • Set up some saved reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a saved report that emails students or parents directly when in-stock holds are ready.
  • Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).
Selections

In-Stock Hold Notice report Selections tab

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold Available: Send out notices based on when holds become in-stock.

Options
In-Stock Hold Notice report Options tab
Example Reports

In-Stock Hold Notice Report (Email).pdf

Email format (PDF lists all patrons who received an email)

Email format (example of an email sent to a patron)


Loaned Items Notice                               

  Textbook Tracker

Notices (letters or emails) to inform patrons of items they currently have checked out.

Use(s)

For remote checkouts through Researcher

  • Patrons place items on hold through Researcher.
  • Librarians run the hold reports, gather the items, and check them out to the patron.
  • Items get put into bags for curbside pickup.
  • Librarians run the Loaned Items Notice report, selecting by date range of checkout, and notifying patrons their items are ready for pickup.

Receipt substitute

  • Facility runs the report for patrons who checked out items today and delivers printed letters to each patron.

Textbook Tracker

  • Because textbooks don't often have due dates (return at end of term etc), this report can provide a list of textbooks the students have checked out. The list could be compared to a course schedule, to ensure the student has all the materials they need. 


Selections



Options


With cover photos                              Without cover photos



Needed for Reservation Notice

Generates a list of patrons with items due in the near future that are needed for reservations

Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Selections
Needed for Reservation Notice report Selections tab

This report now includes a Title selection.

Options

Needed for Reservation Notice report Options tab


Example Report

Needed for Reservation Notice.pdf

Overdue Items or Unpaid Charges Notice

Generates notices for patrons with overdue items and/or unpaid charges

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items and/or unpaid charges.
Selections

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

Options

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.


Example Reports

Overdue Items Notice

  Textbook Tracker

Generates notices for patrons with items that are overdue

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items.
Selections

Overdue Items Notice report Selections tab

Options

Overdue Items Notice report Options tab

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary. 

Example Reports

Overdue Items Notice Report (Email).pdf

Email format (PDF lists all patrons who received an email)

Email format (example of an email sent to a patron)

Unpaid Charges Notice

Generates notices for patrons with charges, fines, and/or fees that haven't been paid yet 

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines accumulate until the item is returned.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have unpaid charges.
Selections
Unpaid Charges Notice report Selections tab
Options

Unpaid Charges Notice report Options tab

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Example Reports

Unpaid Charges Notice Report (Email).pdf

Email format (PDF lists all patrons who received an email)

Email format (example of an email sent to a patron)