The Support Center has moved!! See the new website https://support.goalexandria.com/  


Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Damaged Items Notice report generates parent notice slips and/or mailing labels for patrons with damaged item fees. All patrons with discarded items or items with an applied damage code who an unpaid discarded charge will be included in this report.

Uses

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

Image Removed

Options

screenshot of the Damaged Items Notice report's Options tab (sort by, format, and letter text box)Image Removed

Example Reports

Content Layer
id1668245392
Content Column
tabbed-blocksexpanders
id1668245423
Content Block
not-tabbedtrue
id1668245408
name


Circulation Notices Reports

Image RemovedImage AddedTools > Reports > Circulation > Notices

Content Block


Example Reports (PDFs)
Content Block
nameComing Due Items Notice
id1668245376

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.

Expand
titleMore information
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 tabImage Added

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

Note

This report now includes a Title selection.

Options

Coming Due Items Notice report Options tabImage Added

Example Reports

These examples use the default options for each format.

View file
nameComing Due Items Notice 2 per page.pdf
pageAlex Documents

id1668245376

The Coming Due Items Notice report 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.

Uses

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 or parents directly when they have items due soon.
Selections

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports
View file
nameComing Due Items Notice Report (2 Per Page).pdf
page

spaceALIB
height250

2 Per Page format

View file
nameComing Due Items Notice

Research (4 Per Page)

4 per page.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

4 Per Page format

View file
nameComing Due Items Notice

Report (

Letters

)

.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

Letters format

Image Added

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

View file
nameComing Due Items Notice

Report (Letters to Parents)

mailing labels 3 across.pdf
page

Example Reports (PDFs)

Alex Documents
spaceALIB
height250

Letters to Parents format

view-file

Mailing Labels 3 Across format



Coming Due Report (Letters with Summary).pdf

Letters with Summary format

Content Block
name
Damaged Items Notice
pageExample Reports (PDFs)
spaceALIB
height250
View file
nameComing Due Items Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer format

View file
nameComing Due Items Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View file
nameComing Due Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameDamaged Items Notice
id1668262123
View file
nameDamaged Items Notice Report (Letter).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letter format

View file
nameDamaged Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameIn-Stock Hold Notice
id1668274279

The In-Stock Hold Notice report 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.

Uses

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.
Selections

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameIn-Stock Hold Notice Selections
PageWithExcerptALIB:Alex S Reports

Options

screenshot of the In-Stock Hold Notice report's Options tab (sort by, format, and notice text box)Image Removed

Example Reports

View file
nameIn-Stock Hold Notice Report (Standard).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Standard format

View file
nameIn-Stock Hold Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameIn-Stock Hold Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

id1668262123

Damaged Items Notice

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

Expand
titleMore information

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

Use(s)

Librarians

View file
nameIn-Stock Hold Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameLost Items Charge Notice
id1668287387

The Lost Items Charge Notice report generates notice slips for patrons with unpaid lost item charges. All patrons with an item checked in via the Lost Copies System Patron and an unpaid lost item charge will be included in this report.

Uses

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid lost item 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 lost item charges.
Selections

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

View file
nameLost Items Charge Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameLost Items Charge Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameLost Items Charge Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameLost Items Charge Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
nameLost Items Charge Notice Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary format

View file
nameLost Items Charge Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer format

View file
nameLost Items Charge Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View file
nameLost Items Charge Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameNeeded for Reservation Notice
id1668300450

The Needed for Reservation Notice report generates a list of patrons with items due in the near future that are needed for reservations.

Uses

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

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameCharges and Overdue Fines - Charges Only Options
PageWithExcerptALIB:Alex S Reports

Example Report

View file
nameNeeded for Reservation Notice.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Content Block
nameOverdue Items and Unpaid Charges Notice
id1668345529

The Overdue Items and Unpaid Charges Notice report 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.

Uses
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

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

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

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerptALIB:Alex S Reports

.

Selections

Damaged Items Notice report Selections tabImage Added

Note

This report now includes a Title selection.

Options
Damaged Items Notice report Options tabImage Added
Example Reports

View file
nameDamaged Items Notice (letter).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letter format

Example Reports

View file
name

Overdue

Damaged Items

and Unpaid Charges

Notice

Report

(

2 Per Page

mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page

Mailing Labels 3 Across format

View file
nameOverdue Items and Unpaid Charges Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View filenameOverdue Items and Unpaid Charges Notice Report (Letters with Summary

Content Block
nameIn-Stock Hold Notice
id1668274279

In-Stock Hold Notice

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

Expand
titleMore information

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 tabImage Added

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 tabImage Added
Example Reports

View file
nameIn-Stock Hold Notice Report (Standard).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary

Standard format

View file
name

Overdue Items and Unpaid Charges

In-Stock Hold Notice Report (

Self Mailer

4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

4 Per Page format

View file
name

Overdue Items and Unpaid Charges

In-Stock Hold Notice Report (

Email

mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format


Image Added

Email format

View file
nameOverdue Items and Unpaid Charges Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameOverdue Items Notice
id1668364488

(example of an email sent to a patron)




ALIB
Content Block
nameLoaned Items Notice
id2110686369

Loaned Items Notice                               

 Image Added Textbook Tracker

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

Expand
titleMore information
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. 

The Overdue Items Notice report 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.

Uses

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
Image Modified



Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

Image Added

View file
name

Overdue

Loaned Items Notice

Report

(

2 Per Page

cover photos).pdf

pageExample Reports (PDFs)
space

height250

2 Per Page format

View file
name

Overdue

Loaned Items Notice

Report (4 Per Page

(no cover photos).pdf

pagespaceALIB

Example Reports (PDFs)

height250

4 Per Page format


With cover photos                              Without cover photos



Content Block
nameNeeded for Reservation Notice
id1668300450

Needed for Reservation Notice

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

Expand
titleMore information
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 tabImage Added
Note

This report now includes a Title selection.

Options

Needed for Reservation Notice report Options tabImage Added


Example Report

View file
nameOverdue Items Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameOverdue Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
name

Overdue Items Notice Report (Letters with Summary)

Needed for Reservation Notice.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary format

view-file
Notice Report (Self Mailer).pdf

Self Mailer format

Content Block
nameOverdue Items
pageExample Reports (PDFs)
spaceALIB
height250
View file
nameOverdue Items Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View file
nameOverdue Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

and Unpaid Charges Notice
id1668345529

Overdue Items or Unpaid Charges Notice

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

Expand
titleMore information

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

Image Added

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

Image Added

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

View file
nameOverdue Items or Unpaid Charges Notice (2 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameOverdue Items or Unpaid Charges Notice (4 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items or Unpaid Charges Notice (letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format



Image Added

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

View file
nameOverdue Items or Unpaid Charges Notice (mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Severely Overdue Items Notice Report (Letters with Summary
Content Block
nameOverdue Items Notice
id1668364488

Overdue Items Notice

 Image Added Textbook Tracker

Generates notices for patrons with items that are overdue

Expand
titleMore information

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 tabImage Added

Options

Overdue Items Notice report Options tabImage Added

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

View file
nameOverdue Items Notice (2 per page

Content Block
nameSeverely Overdue Items Notice
id1668378486

The Severely Overdue Items Notice report generates notices for patrons with items that are severely overdue. Overdue fine amounts, which become charges when the items are checked in, are shown as well. Use the Patrons with items more than ___ Days Overdue selection to set the minimum number of days overdue.

Uses

Librarians and teachers can run this report to get notices for students in a particular group or class who have severely 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 severely overdue items.
Selections

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameOverdue Items and Unpaid Charges Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

View file
nameSeverely Overdue Items Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameSeverely Overdue Items Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameSeverely Overdue Items Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameSeverely Overdue Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
name

).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary

2 Per Page format

View file
name

Severely

Overdue Items Notice

Report

(

Self Mailer

4 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

4 Per Page format

View file
name

Severely

Overdue Items Notice

Report

(

Email

Letters with cover art).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format


Image Added

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

View file
name

Severely

Overdue Items Notice

Report (Mailing Labels 3 Across

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameUnpaid Charges Notice
id1668400641

Unpaid Charges Notice

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

Image Added Textbook Tracker

Expand
titleMore information

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 tabImage Added
Options

Unpaid Charges Notice report Options tabImage Added

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.

Note

Other Charges/ Fees includes lost and overdue charges, as well as things like damage/discarded fees.

Example Reports
Content Block
nameUnpaid Charges Notice
id1668400641

The Unpaid Charges Notice report generates notices for patrons with charges that haven't been paid yet. Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.

Uses

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

Image Removed

Options

Multiexcerpt include
SpaceWithExcerptALIB
MultiExcerptNameComing Due Items Notice Options
PageWithExcerptALIB:Alex S Reports

Example Reports

View file
nameUnpaid Charges Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameUnpaid Charges Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameUnpaid Charges Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameUnpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
nameUnpaid Charges Notice

Report (Letters with Summary

(2 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary

2 Per Page format

View file
nameUnpaid Charges Notice

Report

(

Self Mailer

4 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer

4 Per Page format

View file
nameUnpaid Charges Notice

Report

(

Email

letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

Letters format



Image Added

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

View file
nameUnpaid Charges Notice

Report (Mailing Labels 3 Across

(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format