Embed Size (px)
DESCRIPTION
Polaris Reporting Services. Making use of data for the health of your library. Library Funding Humour Funny Overdue Notices. Group Activity. Also think of some reports that are in Polaris that could help you with these areas. . - PowerPoint PPT Presentation
Citation preview
POLARIS REPO
RTING
SERVICES
M A K I N G U S E O F D A T A F O R T H E H E A L T H O F Y O U R L I B R A R Y
Library Funding Humour
Funny Overdue Notices
In a group, brainstorm about areas of your library that may need a boost of health. Perhaps this includes collections that are known to be under-utilized, weird books that you have found, or any other area within the library that may need work.
Also think of some reports that are in Polaris that could help you with these areas.
GROUP ACTIVITY
• The Structure of Reports and Notices• Daily Reports• Weekly Reports• Common Reports• Break • New Custom Reports• Collection/Circulation Reports• Library Patron Reports• Library Financial Reports
TODAY’S AGENDA:
THE STRUCTURE OF REPORTS AND NOTICES
THE STRUCTURE OF REPORTS AND NOTICES
What you most likely will use
Please use your own account login credentials
NLLS\AEPNLstep1
Fall2009
POLARIS LOGIN
OR
Reports and Notices Custom
• Held Call List• Holds requests to Fill
Reports and Notices Circulation Holds
• Held Checklist• Hold Requests to Fill
DAILY REPORTSHolds reports
Over Due reports
Reports and Notices Circulation
• Overdue Patrons
Reports and Notices Custom
• Overdue Call List
Holds Reports
Reports and Notices Circulation Holds
• Expired Requests• Unclaimed Checklist
WEEKLY REPORTS
Posting to the Database
“Posting to the database” updates an item’s status from Overdue to Lost. If you don’t post, items never become lost! ”
Reports and Notices Notices Overdues• Billing Full Page Mailer• Billing Half Page Mailer• Billing Postcards• Billing Z Fold Mailer• Billing Z Fold Mailer Oversized• Combined Notice Full Page Notice • Combined Notice Half Page Notice
WEEKLY REPORTS
Patron Account Expiration / Inactivity Reports
Reports and Notices Patron Services
• Expired Patrons• Inactive Patrons
MONTHLY REPORTS
MONTHLY REPORTSCirculation Statistics ReportsReports and Notices Custom• Intra-Inter Library Loan Summary Report• E-Resource Hits• Statistical Summary Report
Reports and Notices Circulation• Circulation by Collection Material Type
Analysis• In-House Use Report• Item Circulation by Collection• Item Circulation Statistics• Uncirculated Items
In House use counts all in house use of material as circ. transactions
Quick Circ. counts all transactions for things like brochures and pamphlets etc. as circ. transactions
IN HOUSE AND QUICK CIRC. FOR STATISTICS
• TownLife Website Analytics report is emailed to you monthly.
• VDX Reports http://www.searchalbertalibraries.ca/vdx/
Username: Library code (e.g. AEPNL)Password: Last four digits of phone number (e.g. 2596)
• Overdrive reports – Email us for these numbers
HANDY NON-POLARIS REPORTS
BREAK
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
1. Define a group of patrons2. Find this group in the find tool3. Create a record set4. Run report with this record set
HOW TO USE PATRON DETAIL REPORT
CUSTOM REPORTSAnnual report Circ. Analysis Collection and Weeding
Fees and Fines Financial Statement New
Fund Expenditure Report
Held Call List Holds Requests to Fill Inter-Intra Library Loan Summary
On Order Listing On Order Visual
Overdue Call List PO Title Status and Fund
Circulation by User Defined Field
E-Resource Hits Fine Codes Display Municipality Memberships
Patron Detail Pending Hold Requests Statistical Summary Report
COLLECTION/CIRCULATION REPORTSClaimed Items Classification number
List Collection Material Type Analysis
Collection Value by Organization
Item Record Grouped by Funding Source and Statistical Code
Item Status
Lost and Missing Circulation by Collection Material Type Analysis
Circulation by Items Assigned Branch
Circulation by Item Loaning Branch
Circulation by Workstation
In-House Use
Item Circulation by Collection
Item Circulation Statistics
Uncirculated Items
COLLECTION/CIRCULATION REPORTSClaimed Items Classification number
List Collection Material Type Analysis
Collection Value by Organization
Item Record Grouped by Funding Source and Statistical Code
Item Status
Lost and Missing Circulation by Collection Material Type Analysis
Circulation by Items Assigned Branch
Circulation by Item Loaning Branch
Circulation by Workstation
In-House Use
Item Circulation by Collection
Item Circulation Statistics
Uncirculated Items
COLLECTION/CIRCULATION REPORTSClaimed Items Classification number
List Collection Material Type Analysis
Collection Value by Organization
Item Record Grouped by Funding Source and Statistical Code
Item Status
Lost and Missing Circulation by Collection Material Type Analysis
Circulation by Items Assigned Branch
Circulation by Item Loaning Branch
Circulation by Workstation
In-House Use
Item Circulation by Collection
Item Circulation Statistics
Uncirculated Items
COLLECTION/CIRCULATION REPORTSClaimed Items Classification number
List Collection Material Type Analysis
Collection Value by Organization
Item Record Grouped by Funding Source and Statistical Code
Item Status
Lost and Missing Circulation by Collection Material Type Analysis
Circulation by Items Assigned Branch
Circulation by Item Loaning Branch
Circulation by Workstation
In-House Use
Item Circulation by Collection
Item Circulation Statistics
Uncirculated Items
COLLECTION/CIRCULATION REPORTSClaimed Items Classification number
List Collection Material Type Analysis
Collection Value by Organization
Item Record Grouped by Funding Source and Statistical Code
Item Status
Lost and Missing Circulation by Collection Material Type Analysis
Circulation by Items Assigned Branch
Circulation by Item Loaning Branch
Circulation by Workstation
In-House Use
Item Circulation by Collection
Item Circulation Statistics
Uncirculated Items
LIBRARY PATRONS TRENDS REPORTS
Delinquent Patrons Long Overdue Items Overdue Items
Overdue Patrons Patron Circulation Statistic
Patron Code Statistics
Patron Cross Borrowing Patron Lost Items by owning Branch
Holds Purchase Alerts
Local Hold Request and Item Counts By Branch
LIBRARY PATRONS TRENDS REPORTS
Delinquent Patrons Long Overdue Items Overdue Items
Overdue Patrons Patron Circulation Statistic
Patron Code Statistics
Patron Cross Borrowing Patron Lost Items by owning Branch
Holds Purchase Alerts
Local Hold Request and Item Counts By Branch
LIBRARY PATRONS TRENDS REPORTS
Delinquent Patrons Long Overdue Items (over 21 Days)
Overdue Items
Overdue Patrons Patron Circulation Statistic
Patron Code Statistics
Patron Cross Borrowing Patron Lost Items by owning Branch
Holds Purchase Alerts
Local Hold Request and Item Counts By Branch
LIBRARY PATRONS TRENDS REPORTS
Delinquent Patrons Long Overdue Items Overdue Items
Overdue Patrons Patron Circulation Statistic
Patron Code Statistics
Patron Cross Borrowing Patron Lost Items by owning Branch
Holds Purchase Alerts
Local Hold Request and Item Counts By Branch
LIBRARY PATRONS TRENDS REPORTS
Delinquent Patrons Long Overdue Items Overdue Items
Overdue Patrons Patron Circulation Statistic
Patron Code Statistics
Patron Cross Borrowing Patron Lost Items by owning Branch
Holds Purchase Alerts
Local Hold Request and Item Counts By Branch
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
LIBRARY FINANCIAL REPORTS
Billed Patrons Fines and Fees Fines and Fees Summary
Non POS Payments Waived Fines Fund Summary Report
Wrap Up
What reports would you like to see?What reports are you excited about?What reports are new to you today?
THANK YOU!Kelly Kirkpatrick-LauzonIT Consultant (Phone) 1-780-724-2596 ext. 239 or 1-800-561-0387 ext. 239(Fax) 1-780-724-2597 (Email) [email protected] (Website) www.nlls.ab.ca
