New Utilization Reports

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Augusta Andra Lawrence
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1 New Utilization Reports This product is the sole property of CyberTools and is to be treated as a trade secret and proprietary product of CyberTools. This product is distributed according to a license agreement and any use or disclosure is subject to the terms and conditions of a software license or lease. Use or disclosure not authorized by this agreement is strictly forbidden. Copyright CyberTools, Inc. 24. CyberTools and the CyberTools logo are federally registered trademarks of CyberTools, Inc. 1 New Utilization Reports Overview to Serials Utilization Serials Utilization Fields: Serials Utilization Serial Utilization Report Ranked Example Serial Utilization Report Sorted by Title Example Serial Utilization Report for No Activity Example Overview to Utilization by Patron Class Cluster Utilization By Patron Classification Cluster Fields: Utilization By Patron Classification Cluster Utilization By Patron Class Cluster Example...12 Index...13

1 New Utilization Reports 1.1 Overview to Serials Utilization Serials Utilization reports on the activity of the serials by selected transaction types for any given period of time.

2 1 New Utilization Reports 1.1 Overview to Serials Utilization Serials Utilization reports on the activity of the serials by selected transaction types for any given period of time. The transaction types are Loans, Returns,, Items Added or Edited, etc. When no transaction types are selected, then all types are implicitly used. The report sorts by title or by the sum of the transaction types (thus ranked). The report can exclude titles with no activity for the selected transactions, or, conversely, display only those titles with no activity. 1.2 Serials Utilization

3 1.3 Fields: Serials Utilization Field 1 Status of the Process: 6 characters, display only Purpose: To display the message "Working..." and/or other messages while the software processes the data Field 2 Function Keys Field 3 Begin Date: 1 characters Purpose: To specify a valid beginning date. This date is inclusive. Format: This value is in the form MM/DD/YY, or MM/DD/YYYY, or MMDDYY, or MMDDYYYY. This date must fall before the End Date. Examples: 1/15/ /15/ /23 23 (for the 23rd day of the current month) -3 (for 3 days ago) = (for today) Field 4 End Date: 1 characters Purpose: To specify a valid ending date. This date is inclusive. Format: Entered in the form MM/DD/YY, or MM/DD/YYYY, or MMDDYY, or MMDDYYYY. This date must fall after the Begin Date. Examples: 1/15/99 12/15/ (for the 23rd day of the current month) -3 (for 3 days ago) = (for today) Field 5 Transactions Types: 4 characters, multiple Purpose: To specify the transaction types of interest. Format: The type(s) may be selected from a table list, or the corresponding transaction type name, or partial name, may be entered. Table Values: Loan Return Renewal

4 Fine Paid at Return Fine Not Paid Fine Paid at Loan Lost Item Overdue Notice Sent Hold Request Hold Waiting Hold Picked Up Hold Pending Cancelled Hold Waiting Cancelled Missing Item Lost Item Found Missing Item Found Deleted Item Replacement Fee Paid Replacement Fee Not Paid Replacement Fee Collected Recall Request Recalled Item Returned Locate Initiated Item Located Loan with Override Renew with Override Automatic Status Change Conditional Return Conditional Return Cleared Item record added/edited Item record deleted Please note that if no values are given, then all of the transaction types are used Field 6 Sort by Rank or Title: mandatory Purpose: field Sort determines the order of the titles on the page. Value Rank will use the displayed total to create a descending list of the titles. Value Title will sort the title. Menu Style: Radio Button/Check Box Menu Values: Rank Title Field 7 Options: mandatory Purpose: field Options determines which titles appear in the report. Value "Include titles with no transactions" will display all of the titles. Value "Exclude titles with no transactions" will only display those title with activity. Value "Only show titles with no transactions" produces a zero acitivity utilization report. Menu Style: Radio Button/Check Box Menu Values: Include titles with no transactions Exclude titles with no transactions Only show titles with no transactions

5 1.3.8 Field 8 Choice of the Target Device: tab stop Purpose: To specify the target device for the output. The choices typically are Workstation, Default Printer, Alternate Printer, File, or a named address. Menu Style: Push Button Menu Values: Workstation Default Printer Other Printer File Quit

6 1.4 Serial Utilization Report Ranked Example The following example shows the beginning and ending of the report. Serials Utilization 7/1/22 to 7/31/22 Ranked 8/5/2 -- Rank MARC# Title Type Counts New England journal of medicine. Loan 51 Total JAMA. Loan 44 Total Lancet (North American edition). Loan 1 41 Loan with Override 1 Total 43 <snip> Vaccine. Loan 1 Total Virology. Loan 1 Total 1 Grand totals in this report: 86 titles Loan Loan with Override 35 Total 3242

7 1.5 Serial Utilization Report Sorted by Title Example This example shows the beginning and ending of a report sorted by title. Serials Utilization 7/1/22 to 7/31/22 by Title 5/5/2 -- Title MARC# Transaction Type Counts AACN clinical issues Loan 4 Total 4 AACN clinical issues in critical care nursing. 981 Loan 3 Total 3 AANA journal. 464 Loan 3 Total 3 <snip> Women & health Loan 3 Total 3 World journal of surgery Loan 6 Total 6 Grand totals in this report: 86 titles Loan Loan with Override 35 Total 3242

8 1.6 Serial Utilization Report for No Activity Example This example shows the beginning and ending of a report for serials without any of the specified transactions for a given period of time. Zero Serial Utilization 7/1/22 to 7/31/22 8/5/2 8:27 -- Title MARC# AACN nursing scan in critical care. AAMC Reporter AANNT journal. 465 AAP-pediatric update [sound recording] : an educational Abstracts in social gerontology Abstracts of clinical care guidelines Academe this week: summary information from the Chronicl Academic emergency medicine : official journal of the So Academy of Management journal Accountability in research. Acta anaesthesiologica Scandinavica. Supplement Acta chirurgica Scandinavica. Suplementum. 473 Acta dermato-venereologica. 475 <snip> Zentralblatt fur Bakteriologie, Mikrobiologie und Hygien Zentralblatt fur Bakteriologie. Supplement Ziff-Davis smart business for the new economy Grand totals in this report: 1956 titles

1.7 Overview to Utilization by Patron Class Cluster Utilization By Patron Classification Cluster reports on the activity of the all items by selected transaction types and patron class clusters, for

9 1.7 Overview to Utilization by Patron Class Cluster Utilization By Patron Classification Cluster reports on the activity of the all items by selected transaction types and patron class clusters, for any given period of time. The transaction types are Loans, Returns,, Items Added or Edited, etc. When no transaction types are selected, then all types are implicitly used. Similarly, when no patron class clusters are selected, all are reported. 1.8 Utilization By Patron Classification Cluster

10 1.9 Fields: Utilization By Patron Classification Cluster Field 1 Status of the Process: 6 characters, display only Purpose: To display the message "Working..." and/or other messages while the software processes the data Field 2 Function Keys Field 3 Begin Date: 1 characters Purpose: To specify a valid beginning date. This date is inclusive. Format: This value is in the form MM/DD/YY, or MM/DD/YYYY, or MMDDYY, or MMDDYYYY. This date must fall before the End Date. Examples: 1/15/ /15/ /23 23 (for the 23rd day of the current month) -3 (for 3 days ago) = (for today) Field 4 End Date: 1 characters Purpose: To specify a valid ending date. This date is inclusive. Format: Entered in the form MM/DD/YY, or MM/DD/YYYY, or MMDDYY, or MMDDYYYY. This date must fall after the Begin Date. Examples: 1/15/99 12/15/ (for the 23rd day of the current month) -3 (for 3 days ago) = (for today) Field 5 Transactions Types: 4 characters, multiple Purpose: To specify the transaction types of interest. Format: The type(s) may be selected from a table list, or the corresponding transaction type name, or partial name, may be entered. Table Values: Loan Return Renewal

11 Patron Claimed Returned Patron Claim Verified Fine Paid at Return Fine Not Paid Fine Paid at Loan Lost Item Overdue Notice Sent Hold Request Hold Waiting Hold Picked Up Hold Pending Cancelled Hold Waiting Cancelled Missing Item Lost Item Found Missing Item Found Deleted Item Replacement Fee Paid Replacement Fee Not Paid Replacement Fee Collected Recall Request Recalled Item Returned Locate Initiated Item Located Loan with Override Renew with Override Automatic Status Change Conditional Return Conditional Return Cleared Patron record added/edited Patron record deleted Patron Record Merged Item record added/edited Item record deleted If no transaction types are selected, then all of the transaction types will be reported Field 6 Patron Classification Clusters: 3 characters, multiple Purpose: The user may select from the patron class clusters from the table listing. The selected patron class clusters will have statistics gathered and shown in the report. Format: select any number of clusters from the table listing. If no clusters are specified, then all of the clusters are reported Field 7 Media Types: multiple, mandatory Purpose: The user may select which types of media to include in the report. Menu Style: Radio Button/Check Box Menu Values: Audio/Video Book Serial Temporary

12 1.9.8 Field 8 Choice of the Target Device: tab stop Purpose: To specify the target device for the output. The choices typically are Workstation, Default Printer, Alternate Printer, File, or a named address. Menu Style: Push Button Menu Values: Workstation Default Printer Other Printer File Quit 1.1 Utilization By Patron Class Cluster Example The following is an example of this report. University of Ayer: Utilization By Patron Class Cluster 9/1 to 9/3 for Media Types: Book, Serial, A/V & Temporary Cluster: MEDICAL STUDENTS Patron Class Description/ Trans % Class % This % All Class Transaction Type Count Activity Cluster Classes SMED STUDENT MEDICINE 2 Loan Return Renewal Loan with Override Renew with Override Total for this Class SMED1 STUDENT MEDICINE 21 Loan Return Renewal Loan with Override Renew with Override Total for this Class <snip>

13 Index Activity, 8 A B Begin Date (Field), 3, 1 Choice of the Target Device (Field), 5, 12 Class, 9, 12 Classification, 9, 1 Cluster, 9, 1, 12 C E End Date (Field), 3, 1 Example, 6, 7, 8, 12 Fields, 3, 1 Fields: Serials Utilization, 3 Fields: Utilization By Patron Classification Cluster, 1 F M Media Types (Field), 11 N New Utilization Reports, 2 O Options (Field), 4 Overview to Serials Utilization, 2 Overview to Utilization by Patron Class Cluster, 9 Patron, 9, 1, 12 Patron Classification Clusters (Field), 11 Ranked, 6 Report, 6, 7, 8 Reports, 2 P R S Serial Utilization Report for No Activity Example, 8 Serial Utilization Report Ranked Example, 6 Serial Utilization Report Sorted by Title Example, 7 Serials, 2, 3 Serials Utilization, 2 Sort by Rank or Title (Field), 4 Sorted, 7 Status of the Process (Field), 3, 1 T Title, 7 Transactions Types (Field), 3, 1 U Utilization, 2, 3, 6, 7, 8, 9, 1, 12 Utilization By Patron Class Cluster Example, 12 Utilization By Patron Classification Cluster, 9

Getting Started in Serials Management

Getting Started in Serials Management This product is the sole property of CyberTools and is to be treated as a trade secret and proprietary product of CyberTools. This product is distributed according