Appendix C. Report Definition Examples
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Appendix C. Report Definition Examples

Table of Contents

Circulation Related Statistics
Collection Management
Collection Promotion
Patron Management

Circulation Related Statistics

Monthly Circulation by Shelving Location (New 3.1)
Monthly Circulation by Circulation modifier (New 3.1)
LIBRARY: Outbound ILC holds count for selected month
LIBRARY: Inbound ILC holds count for selected month

Monthly Circulation by Shelving Location (New 3.1)

Found under Shared Folders → Templates → Sitka_templates → Circulation → Monthly Circulation Stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Circulation by Shelving Location", not "January Circulation by Shelving Location".
  2. Choose Relative Date and add 1 Month(s) ago.
  3. Add your library or your branch(es).

  4. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
    2. Check the box beside the date and set the date to the first of the next month.
    3. Set the time to between 1:00am PT and 4:00am PT.
images/report/appendix/monthly-circ-by-shelving-location.png

Monthly Circulation by Circulation modifier (New 3.1)

Found under Shared Folders → Templates → Sitka_templates → Circulation → Monthly Circulation Stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Circulation by Circ Modifier", not "January Circulation by Circ Modifier".
  2. Choose Relative Date and add 1 Month(s) ago.
  3. Add your library or your branch(es).

  4. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
    2. Check the box beside the date and set the date to the first of the next month.
    3. Set the time to between 1:00am PT and 4:00am PT.
images/report/appendix/monthly-circ-by-circ-mod.png

LIBRARY: Outbound ILC holds count for selected month

Found under Shared Folders → Templates → Sitka_templates → Intra-federation ILL stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Outbound ILC", not "January Outbound ILC".
  2. Add your library.
  3. Choose Relative Date and add 1 Month(s) ago.

  4. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
    2. Check the box beside the date and set the date to the first of the next month.
    3. Set the time to between 1:00am PT and 4:00am PT.
images/report/appendix/library-outbound-ilc-holds-count-monthly.png

LIBRARY: Inbound ILC holds count for selected month

Found under Shared Folders → Templates → Sitka_templates → Intra-federation ILL stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Inbound ILC", not "January Inbound ILC".
  2. Add your library.
  3. Choose Relative Date and add 1 Month(s) ago.

  4. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
    2. Check the box beside the date and set the date to the first of the next month.
    3. Set the time to between 1:00am PT and 4:00am PT.
images/report/appendix/library-inbound-ilc-holds-count-monthly.png
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Appendix B. Character Codes for Leader and 008 Field Grid Home Collection Management

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