leveraging sustainable staff engagement michael frisbie ~ [email protected] library specialist...

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Leveraging Sustainable Staff Engagement Michael Frisbie ~ [email protected] Library Specialist Johnson County Community College Voyager Analyzer

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Page 1: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Leveraging Sustainable Staff Engagement

Michael Frisbie ~ [email protected]

Library Specialist

Johnson County Community College

Voyager Analyzer

Page 2: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Session Contents

•Analyzer Basics•Creating Reports•Making It Work

Page 3: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Analyzer is Cognos 8

•Presentation Layer•Query Studio•Report Studio

Page 4: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

A web-based reporting tool; Internet Explorer works best, mostly.

Page 5: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Public Folders: Presentation Layer

Page 6: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

MS Access Reports function

Page 7: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Same report in design view

Page 8: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Public Folders >Voyager – Cataloging

Page 9: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Prompts for a status

Page 10: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Output looks like this: Does it fit our needs?

Page 11: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

You still have to understand the database

Relational databaseData is entered only onceData is stored in independent tablesJoined, i.e. related, together

Page 12: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Two tables joined together

Page 13: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

A complicated query

Page 14: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

My base query

Page 15: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Creating reports in Report Studio

Page 16: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Creating reports in Report Studio: Missing Item Report

Call NumberTitle

LocationBarcode

ISBN035aPrice

Set To Missing OnBib Suppressed?

MFHD Suppressed?ChargesBrowses

Page 17: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Creating reports in Report Studio

Page 18: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Creating reports in Report Studio

Page 19: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

We need a query

Page 20: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

We need a query

Page 21: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

We need a presentation page

Page 22: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Filtering Data

Page 23: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

I only want Circulating Books

Page 24: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

And items set to missing

Page 25: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Filters are completely different

MS Access Report Studio

Missing ='Missing'

ST or FF In ('ST','FF’)

Not ST <>'ST'

Like Stu* Starts with 'Stu'

Between #1/1/2007# and #1/1/2008# Between 2007-01-01 and 2008-01-01

Page 26: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

A fancy filter to find items missing for more than a year.

Page 27: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

A test run

Page 28: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Make display changes in Properties

Page 29: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Fix the sorting

Page 30: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Now I like it

Page 31: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Adding a Prompt Page

Page 32: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Inserting an object

Page 33: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Objects with parameter

Page 34: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Parameter and its filter

Page 35: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

When the report is run

Page 36: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Bridging the Presentation Layer Divide with SQL

Page 37: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Converting MS Access SQL to Analyzer; copy and paste

SQL changes to make•Delete semicolon•Change double quotes to single quotes•Remove prompts•Remove sorting

SELECT FISCAL_PERIOD.FISCAL_PERIOD_NAME, LEDGER.LEDGER_NAME, FUND.FUND_CODE, BIB_TEXT.TITLE_BRIEF, INVOICE_LINE_ITEM.UNIT_PRICE, INVOICE_LINE_ITEM.LINE_PRICE, INVOICE_LINE_ITEM.QUANTITY, MFHD_MASTER.DISPLAY_CALL_NOFROM INVOICE_FUNDS, ((((((BIB_TEXT INNER JOIN ((INVOICE INNER JOIN INVOICE_LINE_ITEM ON INVOICE.INVOICE_ID = INVOICE_LINE_ITEM.INVOICE_ID) INNER JOIN LINE_ITEM ON INVOICE_LINE_ITEM.LINE_ITEM_ID = LINE_ITEM.LINE_ITEM_ID) ON BIB_TEXT.BIB_ID = LINE_ITEM.BIB_ID) INNER JOIN INVOICE_LINE_ITEM_FUNDS ON INVOICE_LINE_ITEM.INV_LINE_ITEM_ID = INVOICE_LINE_ITEM_FUNDS.INV_LINE_ITEM_ID) INNER JOIN LEDGER ON INVOICE_LINE_ITEM_FUNDS.LEDGER_ID = LEDGER.LEDGER_ID) INNER JOIN FUND ON INVOICE_LINE_ITEM_FUNDS.FUND_ID = FUND.FUND_ID) INNER JOIN FISCAL_PERIOD ON LEDGER.FISCAL_YEAR_ID = FISCAL_PERIOD.FISCAL_PERIOD_ID) INNER JOIN BIB_MFHD ON BIB_TEXT.BIB_ID = BIB_MFHD.BIB_ID) INNER JOIN MFHD_MASTER ON BIB_MFHD.MFHD_ID = MFHD_MASTER.MFHD_ID

Page 38: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

In Report Studio with the Database Schema package

Page 39: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Paste in the SQL and Validate it

Page 40: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

The query is ready for filters, prompts, sorting, etc...

Page 41: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

BLOB in brief: Functions > Cataloging Model > MARC

Page 42: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

BLOB in brief; Apply filters, sorting, etc…

Page 43: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Apply the same filters, sorting, etc…

Page 44: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Making it easier for users

Page 45: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

My Folders

Page 46: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Making it easier for users: Tools > My Preferences

Page 47: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Scheduling jobs

Page 48: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Scheduling jobs: Tools > Schedule Management

Page 49: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

Scheduling jobs

Page 50: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

E-mail as an attachment

Page 51: Leveraging Sustainable Staff Engagement Michael Frisbie ~ mfrisbie@jccc.edu Library Specialist Johnson County Community College Voyager Analyzer

The End

I hope this helps.