Patron Details:
The Patron Details Report will provide a full listing of all patron details.
Step1: Select Patron Range by entering the alphabetically lowest Patron
Code and highest Patron Code (click the Search button to find a specific
code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required, insert a date of Birth range
Step 6: Select Code, Department or Surname for
sorting the report
Step 7: Once the criteria for the report has been set, the user can select
to Preview the report on the screen, or selecting Process will
send the report directly to the default local Printer. If the Preview option has
been selected, the report can be viewed, then the screen may be printed. Reset
will revert all fields to default values.
Patron Name:
Similar to the Patron Details report, Patron name will provide a one line
listing per patron.
Step1: Select Patron Range by entering the alphabetically lowest Patron
Code and highest Patron Code (click the Search button to find a specific
code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: Select Code, Department or Surname for
sorting the report
Step 6: Once the criteria for the report has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Patron Holding
Statistics: Provides a Department/Group/Type breakdown of patron
members.
Step1: Select Patron Range by entering the alphabetically lowest Patron
Code and highest Patron Code (click the Search button to find a specific
code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required, insert a date of Birth range
Step 6: Select Code, Department or Surname for
sorting the report
Step 7: Once the criteria for the report has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed.
Loan Parameters:
Prints essential issue durations and item quantities governing the library’s
circulation system.
Loans Matrix: For each GMD/patron/department/Group/Type intersection, prints
loan duration, number of items and fine amount.
Step 1: If required, select a Department range (default is all
departments)
Step 2: If required, select a Group range (default is all Groups)
Step 3: If required, select a Patron Type range (default is all
Patron Types)
Step 4: If required, select a GMD range (default is all GMDs)
Step 6: Select Code, Department or Surname for
sorting the report
Step 6: Option to print legend (Yes/No)
Step 7: Once the criteria for the report has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Hire Matrix: for each intersection, the date that each item is due for
return.
Step 1: If required, select a Department range (default is all
departments)
Step 2: If required, select a Group range (default is all Groups)
Step 3: If required, select a Patron Type range (default is all
Patron Types)
Step 4: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 5: Once the criteria for the report has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Reservation Reports
Reporting on items that have been reserved by patrons.
Print Reservations Available: Listing of all reservations available for
pickup across the library’s collection.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 6: If required insert Date First Contacted range (default is
any date)
Step 7: If required insert Date Last Contacted range (default is
any date)
Step 8: Select Code, Department or Surname for
sorting the report
Step 9: Once the criteria for the report has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Print Reservations Available Notices: Generation of notices for sending
to patrons advising reservation is available for collection. These notices may
also be sent via e-mail rather than printed.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 6: If required insert Date First Contacted range (default is
any date)
Step 7: If required insert Date Last Contacted range (default is
any date)
Step 8: If required insert a Notice Count range (default is any
number of notices)
Step 9: Insert a Collection Date
Step 10: Enter a Reservation Available message to be printed on all notices
Step 11: Select Code, Department or Surname for
sorting the report
Step 12: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Print Reservations Available Notices Public: Generation of notices for
sending to patrons advising reservation is available for collection in print
format only for public libraries that use pre-printed paper.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required insert Date when the first advice was printed
range (default is any date)
Step 6: Select option to print All or First Time new
entries.
Step 7: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
List All Outstanding Reservations: Listing of all items that have been
placed on reserve (both available and those that have not yet been returned).
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 6: If required insert Date range (default is any date)
Step 7: If required select a range of Accession numbers
(default is any Accession number)
Step 8: Select a collating order of Author, Accession Number, Surname
or Department for sorting the report
Step 9: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Loan Reports
Reporting for items that have been loaned to patrons.
Loans Listing: Listing of items that are currently on loan.
Step 1: Enter a Date Due
Step 2: Enter a title for the report
Step3: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 4: If required, select a Department range (default is all
departments)
Step 5: If required, select a Group range (default is all Groups)
Step 6: If required, select a Patron Type range (default is all
Patron Types)
Step 7: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 8: If required insert a Loan Time range (default is any
period of loan)
Step 8: Select a Printing order of Code, Department, Surname or Date
Due for sorting the report
Step 9: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Overdue Notices: Printing of overdue notices to be sent to patrons. Users
are able to type a message and select delivery method (print, e-mail or print &
e-mail) for all or a range of patrons.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required and if multiple sites exist, select a Site
range (default is all sites)
Step 8: If required insert a Number of Notices Issued range
(default is any number of notices)
Step 9: Insert a Loan Duration range (default is any loan duration)
Step 10: Enter a Date Due range
Step 11: Select preferred method for printing through E-mail Options
(Print Notices for All, Send E-mail notices , no report or
Print Notices for no Email addresses)
Step 12: If sending e-mail notices, a user is able to enter Message
Text that will appear on the e-mail notice.
Step 13: Select a collating order of Author, Accession Number, Surname
or Department for sorting the report
Step 14: Select a preferred printer (clip board will paste report to clip
board so that data can then be pasted to other applications).
Step 15: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Borrowing History: Listing of transactions associated with a Barcode,
Accession Number or Patron Code.
Step1: Enter a Barcode, Accession Number or a Patron
Code.
Step 2: Enter a title for the report
Step 3: Enter a Date range
Step 4: Enter a Borrowing Type range Reservations, Issues,
Returns.
Step 5: Select a preferred printer (clip board will paste report to clip
board so that data can then be pasted to other applications).
Step 6: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Items Not Borrowed: List of items that have no associated transactions as
of a specified date.
Step1: Enter a Date from which to start the report.
Step 2: Select a GMD range (default is all GMDs)
Step 3: If required, enter a sub GMD range (default is all sub
GMDs)
Step 4: Enter a Dewey Range (default is all Dewey numbers)
Step 5: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Circulation Statistics
Statistical information relating to patrons and circulation and LISWA
requirements.
Patron
Patron Holding: Number of patrons by membership status (non-member, expired
member, active member) for each month over the last 12 months by user-nominated
collating group.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: Select a Membership Date range (default highest value is
today’s date)
Step 6: Select a collating order from Department, Group,
Type, Patron Age or Membership Type for sorting the report
Step 7: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Circulation
Circulation Statistics: provides statistics for groups of circulation
activities for the user selected criteria. Represented in graphical chart
format.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required select Age range (default is any age)
Step 6: If required insert an Accession number range (default is
all accession numbers)
Step 7: If required select a Dewey number range (default is any
Dewey number)
Step 8: If required select a GMD range (default is any GMD)
Step 9: If required insert a Loan Date range (default is any date)
Step 10: If required insert a Loan Type range (default is any loan
type)
Step 11: Select a collating order from the drop-down menu for
sorting the report
Step 12: Enter a title for the report
Step 13: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
Patron Borrowing: Number of issues, returns and reservations processed
over a nominated date range based on a user selected range of criteria.
Step1: Select Patron Range by entering the alphabetically lowest
Patron Code and highest Patron Code (click the Search button to find a
specific code).
Step 2: If required, select a Department range (default is all
departments)
Step 3: If required, select a Group range (default is all Groups)
Step 4: If required, select a Patron Type range (default is all
Patron Types)
Step 5: If required select Notice Count range (default is any number
of notices)
Step 6: If required insert an Borrowing Count range (default is
number of times that an item has been borrowed)
Step 7: Insert a Borrowing Date range (default is any date)
Step 8: Enter a title for the report
Step 9: Select a collating order from the list for sorting the
report
Step 10: Once the criteria for the notices has been set, the user can
select to Preview the report on the screen, or selecting Process
will send the report directly to the default local Printer. If the Preview
option has been selected, the report can be viewed, then the screen may be
printed. Reset will revert all fields to default values.
LISWA
Resident/Non-Resident Statistics: Breakdown of patron loans by Department
and Group by Patron Type for Residents and Non-Residents. Users are able to
specify which suburbs to include in the Resident classification.
Step 1: Specify Start and End Date Range
Step 2: Type first suburb to be included in residential suburbs, hit Tab,
type subsequent suburbs hitting Tab each time. The next time you run this report
the suburbs that you have entered will automatically appear.
Step 3: Click Process to send to your local printer, Preview to view on
the screen, Reset to return settings to defaults or Print Screen to print the
current settings.
LISWA Issue Statistics: Requires issue statistics as outlined by LISWA,
available by date range and copy status.
Step 1: Select earliest Date, click Tab and enter the latest date
(default will be today’s date)
Step 2: Select copy status. If Issues is selected as the lowest value and
Issues is selected as the highest value, only those items that have been issued
will be included in the report (as for Returns for Returns/Returns and
Reservations for Reservations/Reservations). If a user selects Issues as the
lowest value and Reservations as the highest value, all items of any copy status
will be included in this report.
Step 3: Click Process to send to your local printer, Preview to view on
the screen, Reset to return settings to defaults or Print Screen to print the
current settings.
SDI Advice Notes:
Printing of notices advising the arrival of items for subjects which patrons
have indicated a request for notification.
Step 1: Enter the date from which notifications are to be raised.
Step 2: If required, select a Patron Type range (default is all
Patron Types)
Step 3: If required, select a Department range (default is all
departments)
Step 4: If required, select a Group range (default is all Groups)
Step 5: If required, select a Patron Type range (default is all
Patron Types)
Step 6: Select a Printing order of Code, Department, Surname or Date
Due for sorting the report
Step 7: Once the criteria for the notices has been set, the user can select
to Preview the report on the screen, or selecting Process will
send the report directly to the default local Printer. If the Preview option has
been selected, the report can be viewed, then the screen may be printed. Reset
will revert all fields to default values.