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Search by Category
Patrons Reports
Click on the report name for more information on when you would use it, what selections and options are available, and what it looks like.
Information | |||
Operator Summary | Patron Category Notes | Patron Counts | Patron General Notes |
Patron Alert Notes | Patron Contact Notes | Patron Credit Details | Patron Information |
Account | |||
Account Status Summary | Expired Patrons | Patrons with no Email | Patrons with No Picture |
Suspended Patrons | |||
Labels | |||
Patron Barcode Labels (3x10) | Patron Labels (4x20) | Patron Mailing Labels (3x10) | |
Forms | |||
Library Cards (2x5) | Patron Desk Reference | ||
Reviews | |||
Review Analysis | |||
Usage | |||
Library Usage Summary | Patron Monthly Usage | Patron Monthly Usage Detailed | Top Borrowing Patrons |
Lexile | |||
Patron Lexile | Patron Lexile Graph | ||
SIF | |||
Patron SIF Updates | |||
Send Email |
Titles Reports
Click on the report name for more information on when you would use it, what selections and options are available, and what it looks like.
Information | |||
Title Information | Title Information by Award | Title Information by Category | Title Information by Language |
Title Information by Publisher | Title Information by Series | Title Information by Subject | Titles Not Shown in Researcher |
Titles with No Copies | Titles with No Cover Art | ||
Usage | |||
Title Lifetime Usage | Title Year to Date Usage | Top Circulated Titles | |
Study Programs | |||
Accelerated Reader Information | Fountas and Pinnell Information | Guided Reading Information | Reading Counts Information |
Lexile | |||
Titles with Lexile Score | Titles with No Lexile Score |
Reports Workshop Notes:
page break on major sort - separates each homeroom/grade/etc onto separate pages
in-stock holds - been checked in and kept at front desk, collected from shelves; separated out
on-shelf holds - out on shelves
BOY
- Copies > Information > Copy Information (see what barcodes have been used, if there's messiness in your whole collection)
- Copies > Labels > Copy Labels Reports–specifically barcodes but works for others-- number x number refers to how many labels are on the sheet (can buy label sheets and even pre-printed labels from COMPanion?) popular to choose a date range or barcode range (make sure scale is set to 100% and other printing options)
- Patrons > Labels > Patron Barcode Labels (3x10) (attach to ID cards, internal things like holds)
- Patrons > Forms > Library Cards (2x5) include pictures
- Patrons > Account > Account Introduction (Account Information Email Reports - give students their library user information --login, password, customizable text for instructions, can go out by email
Ongoing Report Needs Throughout the Year
- Circulation > Holds > Pending Holds (shows holds people are currently waiting for; may want to schedule for daily/weekly emails)
- Circulation > Information > Overdue Items Information (all of the reports in this section could be useful to different people; play around and see what has the info you want; email once a week to teachers
- Circulation > Notices > COMMON: Coming Due Items Notice, but all are valuable (notify people, custom text)
- Circulation > Information > Loaned Items Information (
EOY
- Collection Analysis > General? > Super Summary (recommended Format Option: Regular - Ignore Super Summary Call Numbers, most people don't follow national standard for call numbers, causes skewed report;)
- Copies > Special Status > Discarded or Lost Copies (after done inventory, get idea of books to replace, run before you remove those groups; Options Include Copies lost from inventory – maybe you wanted them out, weeded out
- All Categories > Usage (how often books checked out? Copies. Statistics–see who used what)