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--- evergreen-user:step_by_step_example_templates_to_create [2006/12/04 07:15] – kgregory
+++ evergreen-user:step_by_step_example_templates_to_create [2022/02/10 13:34] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
+still working on doc....  **Classic Circulation**
+What do you want to Display?
+Library
+Circulation Modifier
+Legacy Cat 1
+Legacy Cat 2
+Count
+What do you want to Filter?
+Library
+Date  = Year and Month
+Go to Sources dropdown and select Classic Circulations View
+Click on Classic Circulations View to fill in Field Names
+For Display:
+For Library:  Under Field Name, click on Library Circulation Location Short (Policy) Name and Add Selected Fields, leave as Raw Data transform
+For Circulation Modifier:  Under Field Name, click on Circulation Modifier and Add Selected Fields
+Note: If you want all upper case and lower case circ modifiers to be grouped together, then highlight Circulation Modifier under Display Name; click on Change Transform dropdown, and select Upper Case
+For Legacy Cat1:  Under Field Name, click on Legacy Cat1 Value and Add Selected Fields
+For Legacy Cat2:  Under Field Name, click on Legacy Cat2 Value and Add Selected Fields
+For Count:  Under Field Name, click on Circulation and under Field Transform, click on Count Distinct and then Add Selected Fields
+For Filters:
+Click on Base Filters under Template Configuration
+For Library:
+.	Under Field Name, click on Library Circulation Link and Add Selected Fields.
+.	Under Template Configuration, highlight Library Circulation Link, click on Change Operator and select “In List”.
+Note:  This will give you a list of libraries to select from when running a report off of the template
+For Date:
+.  Under Field Name, click on Circulation Date/Time
+.  Under Field Transform, Year +Month and Add Selected Fields
+Click on Save
+Advanced Classic Circulation Template tips:
+If you want to filter by Call Number/Prefix:  example - give me circulation count on all items that begin with a call number prefix of LP for Large Print items.  Under Field Name, click on Call Number Dewey/Prefix, Add Selected Item  ??You may enter a value?  Or do they just enter LPspace and LP ] when running report?   Look into creating operator of Range   Call Number Label would be used if you want to display the call number.
+If you want to filter by individual Legacy Cat1 or Legacy Cat2’s:  example – give me circs on all mysteries only.  Under Field Name, click on Legacy Cat1 Link
+If you want an output of circulations broken down by the Dewey decimal in the hundreds, then select Dewey Block Hundreds for the display.  If you want to filter by
+**Circulation with Renewals Template**
+Clone the Monthly Circ by Circulation Modifier located under the Shared Folders -> admin->Core PINES Templates-> Circulation (PINES)
+Select a folder that will contain this template.
+Rename the Template Name and add to the Description to indicate Renewals will be included.
+Under Circulation Template Type go to Circulation->Circulation Type->Circulation Type and click on Circulation Type.
+A window will pop up for Display Items.  Select how this field should be displayed as Raw Data.
+Click on Add Item and Close Window.
+Click on Save Template.
+**
+Items in Transit to Your library Template**
+Create a Template Folder of Transits
+Go to Transits Folder and select Create a Template for this Folder
+Give the template a name and Description
+Select Copy Transit for Template Type
+Select Destination-> Short (Policy) Name
+Under Display Items, select Raw Data and click on Add Item and Close Window
+Select Destination->Organizational Unit ID
+Click on Filters
+Choose a Transform: Raw Data
+Choose a Filter: In List
+Click on Create Filter and Close Window
+Select Source->Short (Policy) Name
+Under Display Items, select Raw Data, Add Item, and Close Window
+Select Send/Date Time
+For Display Items, leave as Raw Data and click on Add Items
+Within the same window, click on Filters
+Choose a Transform of Date
+Choose a Filter: Between
+Click on Create Filter and Close Window
+Select Transitted Copy-> Barcode
+Under Display Items, leave as Raw Data, click on Add Item and Close Window
+Select Transitted Copy->CallNumber/Volume_>Bib Record->Bib Record->Simple Record Extracts->Title Proper (normalized)
+Under Display Item, keep as Raw Data, click on Add Item, and close window
+Select Destination ->Receive Date/Time and Filter as Raw Data -> Is Null
+**
+Purchase Alert Template**
+The output columns are:
+  Hold Request:Hold ID [Count]
+  Hold Request:Hold User:Home Library:Short (Policy) Name [raw]
+  Hold Request:Bib Record Link:Target Bib Record:Simple Record Extracts :Title Proper (normalized) [raw]
+  Hold Request:Bib Record Link:Target Bib Record:Simple Record Extracts :Author (normalized) [raw]
+and the filters are:
+  Hold Request:Fulfillment Date/Time [raw -> Is NULL]
+  Hold Request:Hold User:Home Library:Organizational Unit ID [raw -> In List]
+and it would be smart to add
+  Hold Request:Hold Cancel Date/Time [raw -> Is NULL]
+so you don't get canceled holds in there.  You can add an Aggregate Filter to trim the low-holds titles.  I would suggest:
+  Hold Request:Hold ID [Aggregate Filter: Count -> Greater than or equal to]
+and then you'd be asked for a minimum number when creating a report from the template.