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Operations

Reports

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Copies Information Reports

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Tools > Reports > Copies > Information


  • Copy Information
  • Copy Status
  • Copy Status Details
  • Reordering Details
  • Union Site Copies
  • Weeding List

Copy Information 

 Textbook Tracker: Textbook Copy Information

Generates a list of copies with varying amounts of information, depending on the chosen format

Use(s)
  • Run this report to get a list of your library's newest items by using the Copies added selection to add a date range.
  • Run this report if you need a list of copies purchased with a particular funding source for a council or committee. Choose Funding Source under the Copies from selection's dropdown menu and type the funding source's name in that selection's text box.
Selections

Copy Information report Selections tab

Options

Copy Information report Options tab

Example Reports

1 Line format

Detailed format

2 Column, Brief format

Complete format

Detailed format

Simple, with Barcodes format

1 Line Landscape format



Copy Status

Generates a list of copies and their current status (Available, Checked Out, Lost, Discarded, In Processing, Library Use, On Order, On Repair, Archived, or Unknown)

Use(s)

Run this report to review the status of copies under a certain title in preparation for a class that needs them.

Selections

Copy Status report Selections tab

Options

Copy Status report Options tab

Example Report

Copy Status Details

Generates a list of copies; their current status (Available, Checked Out, Lost, Discarded, In Processing, Library Use, On Order, On Repair, Archived, or Unknown); and patron names, barcodes, and due dates for checked out copies

Use(s)

Run this report to review the status of copies under a certain title in preparation for a class that needs them.

Selections

Copy Status Details report Selections tab

Options

Copy Status Details report Options tab

Example Report

Reordering Details

Generates a list of copies that need to be replaced

If you use specific discard reasons to keep track of what will need to be replaced, use the Discarded Copies report instead.

Use(s)

Run this report at the end of the school year to get all of the necessary information for ordering replacements. Select for copies with a Discarded or Lost status. You can also select by a particular book condition.

Selections
Reordering Details report Selections tab
Options

Reordering Details report Options tab

Example Report

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

The Union Site Copies report generates a list of copies that are currently assigned to the Union Site. To choose between selecting by a date range or relative date, click on the arrow in the Selections tab.

Uses

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

screenshot of the Union Site Copies report's Selections tab (copies added date range)

Options

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Example Reports

The Weeding List report generates a list of poor condition or little used copies with their publication year, life to date use, and last use date. 

Uses

This report is used at the end of the year to identify what potentially needs to be removed from your library. There are several weeding methods:

  • No usage. Enter 0 through 0 in the Copies with Life to Date Usage of selection.
  • Little usage. To see items checked out fewer than 10 times, enter 0 through 10 in the Copies with Life to Date Usage of selection. In the Options tab, choose to sort by LTD Usage.
  • Copies in poor condition. Choose Used in Poor Condition in the Copies with a Condition of selection dropdown menu.

Once you decide which items need to be removed, run them through Discard Mode. Then run a Discarded Copies report to make sure you want to permanently removed those items from your library. Finally, run a Remove Discarded Copies utility to remove those items.

Check out Spring cleaning—Weeding old items for v6 instructions.

Selections

screenshot of the Weeding List report's Selections tab (copies with a status of, copies with a condition of, copies with a policy of, copies from, copies with a medium of, copies in call number range, copies added, copies with life to date usage of, copies last used between, and copies published between)

Options
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Example Report