Chapter 32. Shared Sitka Templates

Table of Contents

What’s in Sitka_templates
Clone a template from Sitka_templates
Modify a template
Examples of using Sitka’s templates

Caution

Sitka templates are currently unavailable as report templates created in the desktop client cannot be cloned in the web client. A fix for this is expected post-upgrade. Please contact Support if you need to report template created.

The Sitka support team has created generic templates for commonly requested reports and shared them under the Sitka_templates folder. This chapter describes how to make local copies of these templates for routine reports or as a starting point for customization. When creating a new template it is a good idea to review the shared templates first: even if the exact template you need does not exist, it is often faster to modify an existing template than to build a brand new one. Reporter permissions are required to clone templates from the Shared Folders section and save them to My Folders.

What’s in Sitka_templates

The Sitka support team uses a dedicated staff account, Sitka_templates, to share ready-to-use templates. Below is what a user with reporter permissions can see after going to the Reports module, then follow the path to Shared Folders, click the arrow (or + sign) in front of Templates, and then Sitka_templates.

From Acquisitions to Typical Week Stats are the subfolders containing various templates. Templates using the same source table are usually grouped together under one subfolder. These templates are created based on the anticipation that most libraries may need such reports. The Support Team tends to make these templates generic, which means they contain more information. Individual libraries may have slightly different requirements. You can remove the unwanted information when cloning the templates or choose appropriate values for some filters to disable them. These templates are usually referred to as Sitka standard templates.

The following is a guideline of the templates for various kinds of reports. Please note that the Support Team regularly maintains the templates. The list below may not be the latest.

Overdue reports. Find overdue reports in Circulation folder. There are templates capturing checkouts with due date within a selected time frame for all patrons or those without email address (phone list) or the due date is before a selected date. You may use these templates to set up your overdue reports capturing items which are at a certain number of days overdue.

Circulation statistics reports. These templates are in Circulation folder. The regular circulation statistics can be grouped by various criteria: patron’s home library, profile and/or stat cat; items' owning library and/or shelving location. There are two sets of templates: one set limit the circulation period by selected dates; the other selected month(s). The latter are for monthly recurring reports.

Other circulation statistics related templates are:

  • non-catalogued circulation count
  • pre-catalogued circulation count
  • pre-catalogued circulation count for items with dummy title prefix of "ILL:" (ILL statistics via pre-catalogued circulation)
  • checkin count
  • in-house use count for non-catalogued items
  • in-house use count for catalogued items
  • in-house use count per title

Other circulation related templates are:

  • lost and paid item list
  • lost with outstanding bills item list
  • claimed returned item list

Reports on collection. These templates are in Holdings folder. You will find templates counting items or titles of your whole collection or catalogued within the selected time period (new title/items statistics). The numbers are grouped by shelving location and/or circulation modifier.

Another group of templates in Holdings folder are item/title lists for items meeting various criteria: having selected shelving location(s) and/or circulation modifier(s), copy stat cat, barcode prefix, call number prefix or within a call number range; or being catalogued (new title/item list), marked missing, lost or deleted within selected time period.

In this folder, you will also find templates listing pre-catalogued items and items with certain circulation history (items with fewer circulation count for weeding report or more circulation count for popular title/item report).

Patron reports. All patron reports are in Patrons folder. You may find templates counting patrons by profile group and/or patron stat cat, registered or expired/expiring within a selected time period, or with circulation history within a selected time period.

Another group of templates list selected information for patrons meeting some conditions such as: email list for all or those patrons having certain stat cat; names and barcode for patrons without circulation history within selected time frame; patrons born before a selected date (seniors list); patrons exceeding maximum fine limit.

Besides, there is a template that counts patron’s OPAC logins and another that summarizes the answers to patron survey question(s).

Reports on bibliographic information. It is not easy to generate reports based on bibliographic information due to the bibliographic record structure. But a simple report that lists the values in a selected MARC tag and subfield for the whole collection is possible. And the bibliographic records can be limited by a selected value of a MARC tag and subfield. These templates are in Bibliographic Records folder.

Bills and payments. You can find the templates listing the details of various kinds of payments made in a selected time period, and a template listing bills with negative balance.

Hold reports. Holds related reports are in this folder, including reports for holds that have been long time outstanding (requested some time ago but not filled yet), cancelled, or have no eligible copies to be filled. There are other templates that count the total number of holds placed or fulfilled within a time span, and the hold count per title for popular titles.

Inventory. The two templates in Inventory folder list items based on whether the item showed up (being scanned on shelves or returned) in the library while the inventory was taken. The result of the Inventory - un-scanned items are the potential missing items.

Library setting and policy related reports. Find them in Library Configuration folder.

Other folders. If your library uses the Acquisitions Module or the Booking Module, you may find related templates in the relevant folders.

Custom Templates folder. If you open this folder, you will see a subfolder for your library federation with sub-subfolders for your library and other libraries within your library federation.

These folders are created when the Support Team creates or customizes templates for individual libraries. The templates go to these folders when there are similar templates in the standard folders already, or the Support Team does not anticipate wide use of the templates. The Support Team tries to limit the number of templates in each standard folder so that staff may find the target template easily.

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