Making use of data for the health of your library Library Funding Humour Funny Overdue Notices In a group brainstorm about areas of your library that may need a boost of health Perhaps ID: 580884
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Slide1
Polaris Reporting Services
Making use of data for the health of your librarySlide2
Library Funding Humour
Funny Overdue Notices
Slide3
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 ActivitySlide4
The Structure
of
Reports
and NoticesDaily Reports
Weekly Reports
Common Reports
Break New Custom Reports
Collection/Circulation Reports
Library Patron ReportsLibrary Financial Reports
Today’s agenda:Slide5
The structure
of reports and noticesSlide6
The structure
of reports and notices
What you most likely will useSlide7
Please use your own account login credentials
NLLS\AEPNLstep1
Fall2009
Polaris Login
ORSlide8
Reports and Notices
Custom
Held Call List
Holds requests to Fill
Reports and Notices
Circulation
Holds
Held ChecklistHold Requests to FillDaily Reports
Holds reportsSlide9
Over Due reports
Reports and Notices
Circulation
Overdue Patrons
Reports and Notices Custom
Overdue Call ListHolds ReportsReports and Notices
Circulation
Holds
Expired Requests
Unclaimed Checklist
Weekly
ReportsSlide10
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 MailerBilling Half Page MailerBilling PostcardsBilling Z Fold Mailer
Billing Z Fold Mailer
Oversized
Combined Notice Full Page Notice
Combined Notice Half Page Notice
Weekly
ReportsSlide11
Patron Account Expiration / Inactivity Reports
Reports and Notices
Patron Services
Expired Patrons
Inactive Patrons
Monthly ReportsSlide12
Monthly Reports
Circulation Statistics Reports
Reports and Notices
Custom
Intra-Inter Library Loan Summary Report
E-Resource Hits
Statistical Summary Report
Reports and Notices
CirculationCirculation by Collection Material Type AnalysisIn-House Use Report
Item Circulation by Collection
Item Circulation Statistics
Uncirculated ItemsSlide13
In House use counts all in house use of material as circ. transactions
Quick Circ. counts all transactions for things like brochures and pamphlets
e
tc. as circ. transactions
In house and Quick Circ. For statisticsSlide14
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 numbersHandy Non-Polaris reportsSlide15
BREAKSlide16
Custom Reports
Annual 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 Slide17
Custom Reports
Annual 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 Slide18
Custom Reports
Annual 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 Slide19
Custom Reports
Annual 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 Slide20
Custom Reports
Annual 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 Slide21
Custom Reports
Annual 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 Slide22
Custom Reports
Annual 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 Slide23
Define a group of patrons
Find this group in the find tool
Create a record set
Run report with this record set
How to use Patron Detail ReportSlide24
Custom Reports
Annual 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 Slide25
Collection/Circulation reports
Claimed 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 Slide26
Collection/Circulation reports
Claimed 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 Slide27
Collection/Circulation reports
Claimed 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 Slide28
Collection/Circulation reports
Claimed 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 Slide29
Collection/Circulation reports
Claimed 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 Slide30
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 Slide31
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 Slide32
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 Slide33
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 Slide34
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 Slide35
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide36
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide37
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide38
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide39
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide40
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide41
Library Financial
Reports
Billed Patrons
Fines and Fees
Fines and Fees Summary
Non POS Payments
Waived Fines
Fund Summary ReportSlide42Slide43Slide44Slide45Slide46
Wrap Up
What reports would you like to see?
What reports are you excited about?
What reports are new to you today?Slide47
Thank you!
Kelly Kirkpatrick-
Lauzon
IT Consultant
(Phone) 1-780-724-2596 ext. 239
or 1-800-561-0387 ext. 239(Fax) 1-780-724-2597
(Email)
kkirkpatrick@nlls.ab.ca (Website) www.nlls.ab.ca