polaris reporting services making use of data for the health of your library

POLARIS REPO

RTING

SERVICES

M A K I N G U S E O F D A T A F O R T H E H E A L T H O F Y O U R L I B R A R Y

Library Funding Humour

Funny Overdue Notices

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 ACTIVITY

• The Structure of Reports and Notices• Daily Reports• Weekly Reports• Common Reports• Break • New Custom Reports• Collection/Circulation Reports• Library Patron Reports• Library Financial Reports

TODAY’S AGENDA:

THE STRUCTURE OF REPORTS AND NOTICES

THE STRUCTURE OF REPORTS AND NOTICES

What you most likely will use

Please use your own account login credentials

NLLS\AEPNLstep1

Fall2009

POLARIS LOGIN

OR

Reports and Notices Custom

• Held Call List• Holds requests to Fill

Reports and Notices Circulation Holds

• Held Checklist• Hold Requests to Fill

DAILY REPORTSHolds reports

Over Due reports

Reports and Notices Circulation

• Overdue Patrons

Reports and Notices Custom

• Overdue Call List

Holds Reports

Reports and Notices Circulation Holds

• Expired Requests• Unclaimed Checklist

WEEKLY REPORTS

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 Mailer• Billing Half Page Mailer• Billing Postcards• Billing Z Fold Mailer• Billing Z Fold Mailer Oversized• Combined Notice Full Page Notice • Combined Notice Half Page Notice

WEEKLY REPORTS

Patron Account Expiration / Inactivity Reports

Reports and Notices Patron Services

• Expired Patrons• Inactive Patrons

MONTHLY REPORTS

MONTHLY REPORTSCirculation Statistics ReportsReports and Notices Custom• Intra-Inter Library Loan Summary Report• E-Resource Hits• Statistical Summary Report

Reports and Notices Circulation• Circulation by Collection Material Type

Analysis• In-House Use Report• Item Circulation by Collection• Item Circulation Statistics• Uncirculated Items

In House use counts all in house use of material as circ. transactions

Quick Circ. counts all transactions for things like brochures and pamphlets etc. as circ. transactions

IN HOUSE AND QUICK CIRC. FOR STATISTICS

• 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 numbers

HANDY NON-POLARIS REPORTS

BREAK

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

CUSTOM REPORTSAnnual 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

1. Define a group of patrons2. Find this group in the find tool3. Create a record set4. Run report with this record set

HOW TO USE PATRON DETAIL REPORT

CUSTOM REPORTSAnnual 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

COLLECTION/CIRCULATION REPORTSClaimed 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

COLLECTION/CIRCULATION REPORTSClaimed 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

COLLECTION/CIRCULATION REPORTSClaimed 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

COLLECTION/CIRCULATION REPORTSClaimed 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

COLLECTION/CIRCULATION REPORTSClaimed 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

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

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

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

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

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

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

LIBRARY FINANCIAL REPORTS

Billed Patrons Fines and Fees Fines and Fees Summary

Non POS Payments Waived Fines Fund Summary Report

Wrap Up

What reports would you like to see?What reports are you excited about?What reports are new to you today?

THANK YOU!Kelly Kirkpatrick-LauzonIT 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