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Special Reports

Last Updated: Feb 16, 2022 13:47

Command Barcodes

Generates a list of scannable Circulation command barcodes that are commonly used

Use(s)

Print the sheet and attach it to your desk. Then you can easily scan whichever command whenever you need it. 

Selections
Command Barcodes report Selections tab
Options
Command Barcodes report Options tab
Example Reports

Damage Code Barcodes

Generates a list of scannable damage code barcodes

Textbook Tracker

Use(s)

Print the sheet and store it near your desk. Pull it out and scan the appropriate barcodes when you need to record damage for items.

Selections

Damage Code Barcodes report Selections tab

Example Report
Damage Code Barcodes Report.pdf

Item Policies

Textbook Tracker

Generates a list of all item policies in your system

Use(s)

Administrators can use this report to see item policies that currently exist. Running a report for this information—rather than just viewing it in Alexandria—makes things like audits easier, especially when there are a lot of policies.

Selections
Item Policies report Selections tab
Example Report

Item Policies Report.pdf

Manual Checkout Sheet

Textbook Tracker

Generates a printable checkout sheet to record patron and item information

Use(s)

Print a few checkout sheets and keep them near your desk. If your internet or Alexandria system ever go down, pull out a sheet and have patrons fill it in to check out items. Then you can enter the data from the sheet into Alexandria when everything's working again.

Selections

Manual Checkout Sheet report Selections tab

Example Report

Manual Checkout Sheet Report.pdf

Operator Summary

Textbook Tracker

Generates a list of all patrons who are considered operators (0 - District Administrator, 1 - Librarian Administrator, 2 - Librarian, or 3 - Staff)

Use(s)

This list is a helpful reference when making security group changes or creating email groups.

Selections

Operator Summary report Selections tab

Options

Operator Summary report Options tab

Example Report
Operator Summary Report.pdf

Patron Policies

Textbook Tracker

Generates a list of all patron policies in your system

Use(s)

Administrators can use this report to see patron policies that currently exist. Running a report for this information—rather than just viewing it in Alexandria—makes things like audits easier, especially when there are a lot of policies.

Selections

Patron Policies report Selections tab

Example Report

Patron Policies Report.pdf

COMPanion will be discontinuing SIF support as of version Alex 22.1 in Summer 2022. Contact our Sales Team to learn more about GG4L!

Patron SIF Updates

  Textbook Tracker

Generates a list of patron names, barcodes, RefIds, and the last time they were updated via SIF

Use(s)
  • Run this report to troubleshoot problems when setting up SIF.
  • Check for duplicated patron records or other issues by running this report before and after synchronization. Sort by last name to make checking for duplicates easier.
Selections

Patron SIF Updates report Selections tab

Options

Patron SIF Updates report Options tab

Example Report

Patron SIF Updates Report.pdf

Policy Exceptions

Textbook Tracker

Generates a list of all policy exceptions in your system

Use(s)

Administrators can use this report to see policy exceptions that currently exist. Running a report for this information—rather than just viewing it in Alexandria—makes things like audits easier, especially when there are a lot of exceptions.

Selections

Policy Exceptions report Selections tab

Example Report

Policy Exceptions Report.pdf

Subscriptions Information

Generates a list of library subscriptions and varying amounts of information, depending on the chosen format

Use(s)
  • See which subscriptions have expired or stopped by changing the Subscription Status dropdown menu selection to Inactive. Then you can decide whether to renew or remove those subscriptions.
  • See your current subscriptions by changing the Subscription Status dropdown menu selection to Active. Then you'll know what you already have before signing up for more subscriptions.
Selections

Subscriptions Information report Selections tab

Options

Subscriptions Information report Options tab

Example Reports

System Analysis

Textbook Tracker

Generates a basic overview of a system's registration, configuration, and records

Use(s)

The information in this report is useful to have when troubleshooting and working with Customer Support.

Selections
System Analysis report Selections tab
Example Report

System Analysis Report.pdf

This report is only available to those with a Centralized Catalog.

Union Site Copies

Generates a list of copies that are currently assigned to the Union Site

Use(s)

Copy records that are imported with a non-existent or invalid site code will be assigned to the Union Site. Run this report after item imports to identify any records improperly assigned during a flawed import. Then run a Change Copy Site utility to assign those copies to the appropriate site.

Selections

Union Site Copies report Selections tab

Copies added: Enter a date range or relative date.

Options

Union Site Copies report Options tab

Example Report

Union Site Copies Report (1 Line).pdf

This report is only available to those with a Centralized Catalog.

Union Site Patrons

Generates a list of all patrons currently assigned to the Union Site

Patron records that are imported with a non-existent or invalid site code will be assigned to the Union Site.

Use(s)

Run this report after patron imports to identify any records improperly assigned during a flawed import. Then run a Move Patrons to Site utility to assign those patrons to the appropriate site.

Selections

Union Site Patrons report Selections tab

Options

Union Site Patrons report Options tab

Example Report

Union Site Patrons Report.pdf

Unused Barcodes

Textbook Tracker

Generates a list of unused barcode ranges or barcode labels

The labels for this report are formatted for 3x10 (1" x 2 5/8") label sheets, such as COMPanion's V0055 Blank Barcode Labels.

The output is limited to 1000 lines or 3000 labels. 

Use(s)
  • If you're getting new items and need to know which barcode ranges are available to use, run this report with the Range Information format.
  • If you receive new items that don't have assigned barcodes yet, run this report with the Barcode Labels (3x10) format to generate and print some unused barcodes. Then, simply scan the unused barcodes as you enter new copy records.
  • Use the Barcode List format to get a list of each individual unused barcode (within the specified range). With this, you can cross them out as you use them.
Selections
Unused Barcodes report's Selections tab
Options: Range Information and Barcode List Formats

Unused Barcodes report Range Information Options tab

  • Item or Patron Barcode Range. Enter a start and end value to find all unused barcodes within the search parameters.
  • Alphanumeric Barcode Leader. If the barcode range being searched has a leader, enter it here. For instance, if all the searchable barcodes begin with BI2C, and the numeric parameters to be searched include 5000 through 500000 then the range is actually BI2C5000 through BI2C500000. Only values which are between 5000 and 500000 but begin with BI2C (e.g. BI2C5000-BI2C500000) that are unused will be returned.
  • Look for ranges of 'XXXX' or more unused barcodes. Specify how many barcodes are necessary to include on the list. Values can be between 1 and 100,000.
Options: Barcode Labels (3x10) Format
Unused Barcodes report Barcode Labels (3x10) Options tab
  • Item or Patron Barcode Range. Searches either Items or Patrons for unused Barcodes within a range.
  • Alphanumeric Barcode Leader. Allows the librarian to prepend all found barcodes with an alphanumeric character or characters.
  • Labels to Skip. Skips a certain number of labels from the top before beginning printing. Useful if you're using a sheet of labels in which you've already begun printing. Applies to the first page only.
  • Limit Report to. This limits the number of barcodes to be found. The maximum number of labels that can be found is 3,000.
  • Label Copies. Allows you to make multiple copies of the same barcode.
Example Reports