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evergreen-reports:templates:item

Item Reports

These are reports based on items (aka, copies).

Basic Weeding List

Submitted by Terran McCanna, PINES

List of items to be considered for weeding. Filter by library, number of circulations (less than x), and last circulation date (before).

Click the images below to enlarge them.

Display Fields:

Filters:

List of Items Added

Submitted by Terran McCanna, PINES

This template provides a list of items added to a library during a specified date range.

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Display Fields:

Filters:

List of Items Deleted

Submitted by Terran McCanna, PINES

This template provides a list of items deleted during the specified date range along with the item price and user name of the staff person who deleted the item.

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Display Fields:

Filters:

List of Items with Incorrect Shelving Locations

Submitted by Terran McCanna, PINES

List of items whose owning library does not match their shelving location's owning library. (Note: Choose the same branch for BOTH branch dropdowns.)

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Display Fields:

Filters:

List of Items Marked Claims Returned

Submitted by Terran McCanna, PINES

List of Claimed Returned items filtered by library and fines stopped date. This report can be used to search the shelves for items that may have been returned but were not checked in. If items are found, they will need to be checked in and removed from the patron accounts.

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Display Fields:

Filters:

List of Pre-Cats

Submitted by Terran McCanna, PINES

Use this report to identify undeleted, pre-cataloged items that may have been returned but not routed to the proper location for record cleanup.

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Display Fields:

Filters:

My Library's Items In Transit

Submitted by Terran McCanna, PINES

List of items owned by a selected library that are currently in transit between any locations. (This is different from the Transit interface in the staff client which is based on the location sending/receiving items rather than the owner of the items.)

Click the images below to enlarge them.

Display Fields:

Filters:

List Items by Copy/Item Bucket

Submitted by Jessica Woolford

See a list of items in a copy bucket by ID, with circ and last circ date.

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Display Fields:

Filters:

List Duplicate Items on Record by Owning Library

Submitted by Jessica Woolford

List where more than one copy owned by the same library is on the same bib record.

Display Fields:

List of Items by Subject Heading

Submitted by PINES Staff

Option 1

Source: Item

Display Fields:

  • Item -> Call Number/Volume -> Owning Library -> Short (Policy) Name as "Owning Library"
  • Item -> Circulation Modifier as "Circ Mod"
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Subfield
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Normalized Value
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Field ID (Count) as "Count"

Filters:

  • Item -> Call Number/Volume -> Owning Library -> Organizational Unit ID (In list)
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag (Equals) 655
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Subfield (Equals) a
  • Item -> Is Deleted (Equals) False
  • Item -> Creation Date/Time (Date) (Between)

Option 2

Usage: Designed for a report of items by subject. For that, add list of subject fields (e.g. "650", "655"), a list of subfields to search (e.g. "a"), and a list of subjects in lowercase (e.g. "Christmas"

Source: Item

Displayed Fields:

  • Item -> Circulating Library -> Short (Policy) Name as "Circ Library"
  • Item -> Shelving Location -> Name as "Shelving Location"
  • Item -> Call Number/Volume -> Call Number Label
  • Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Author (normalized) as "Author"
  • Item -> Call Number/Volume -> Bib Record -> Simple Record Extracts -> Title Proper (normalized) as "Title"
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag as "MARC tag"
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Subfield as "MARC subfield"
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Normalized Value as "Marc value"
  • Item -> Barcode
  • Item -> Circulations -> Circ ID (Count)

Base Filters:

  • Item -> Is Deleted (Equals) (False)
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Tag (In list)
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Subfield (In list)
  • Item -> Call Number/Volume -> Bib Record -> Flattened MARC Fields -> Normalized Value (In list)
  • Item -> Call Number/Volume -> Bib Record -> Record ID (Greater than) (0)
  • Item -> Circulating Library -> Organizational Unit ID (In list)
evergreen-reports/templates/item.txt · Last modified: 2023/04/06 15:52 by jventuro

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