CIRCULATION REPORTS
Chapter 2. PATRON REPORTS
Global Notice Generation
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THIS FEATURE IS
CURRENTLY UNDERGOING REDESIGN AND MAY NOT FUNCTION AS |
Purpose: Produces Overdue Notices, Item Due Notices and Outstanding Fines Notices, in bulk, for one or more selected libraries using the parameters specified in the notice setup for each notice type. Notice setup is performed through the Circulation Administration module (see the Circulation Administration User Guide for details).
Default Filename (according to selected Output Format):
(LIBCODE) - GLOBALNOTICE_(date)_(ID
number).DOC
(LIBCODE) - GlobalStatistics_(date)_(ID number).txt
Notice Generation Screen
Report Parameters:
-
Type of Notice (drop-down menu) indicates the type of notice you wish to
produce:
- Output Print and Email sends notices for all patrons who match your criteria, and do not have email addresses specified in their Patron Records, to your library's Reports directory, and sends notices, via email, for all patrons who match your criteria, and who do have email addresses specified in their Patron Records.
- Output non-Email sends notices for all patrons who match your criteria, and do not have email addresses specified in their Patron Records, to your library's Reports directory.
- Send Email sends notices, via email, for all patrons who match your criteria, and who do have email addresses specified in their Patron Records.
- Print All sends notices for all patrons who match your criteria (both email and non-email) to your library's Reports directory.
- Output Summary Report generates a report that lists all patrons who match your criteria, the email addresses for each if available, the number of items overdue and/or lost and the total amount of outstanding fines for each, as applicable.
- Preferred Contact Method sends notices for all patrons who match your criteria according to their specified preferred contact method.
- Limit by Group (drop-down menu) limits notices produced to a selected
patron group.
NOTE: The Limit by Group menu lists all available patron groups for your library. Patron groups are established by your Library Administrator.
- Sort By Patron Group (drop-down menu) determines whether or not the report will be sorted by patron group. Select Yes (the report will be sorted by patron group) or No (the report will not be sorted by patron group), as desired.
- Suppress Notices with no address (drop-down menu) determines whether or not patrons for whom no address has been specified in the Patron Record will be included in the report. Select Yes (patrons with no address will not be included in the report) or No (patrons with no address will be included in the report), as desired.
- Skip Email and Only Print if Expired (drop-down menu) when the Type of Notice Send Email option is selected, determines whether notices for expired patrons will be sent via email or sent to your librarys Reports directory for printing and delivery via standard mail; select Yes (notices for expired patrons will be sent to your librarys Reports directory) or No (notices for expired patrons will be sent via email), as desired.
- Bundle Family Group notices (drop-down menu) determines whether individual or combined notices will be created for members of a Family Group. Select Yes to create a combined notice (listing items and fees for all members of a Family Group, and addressed to the primary Family Group member) or No to create individual notices for each Family Group member, as desired.
- Output Format (drop-down menu) determines the format in which the report will be saved to the Reports directory; select HTML, Tagged Text or Word, as desired.
- Envelope (drop-down menu) determines the size and orientation of envelopes to be used when mailing notices; select the desired envelope.
- Select Libraries to Process (checkboxes) determines the library or
libraries for which the report will be generated; select one or more libraries,
as desired.
NOTE: The Select Libraries to Process field lists the Library Code and Library Name for all libraries defined for your system. All libraries are selected for inclusion in the report by default.
- A checkmark
indicates notices will be generated for the associated
library. - An empty checkbox
indicates notices will not be generated for the
associated library. - Clicking a checkbox repeatedly will toggle it on and off.
- A checkmark
To view a summary of Global Notice Generation results:
NOTE: See Viewing and Downloading Reports to download and/or open the report for viewing.
The name of the report and the date on which the report was run are shown at the top of the summary. The Global Notice Generation summary provides the following information:
- Total Notice Count the total number of notices sent by all methods
- Printed Notice Count the total number of print notices sent through standard mail
- Email Notice Count the total number of notices sent by email
- Email Error Notice Count the total number of email notices for which an error occurred (that failed to be delivered)
- Phone Notify Notice Count the total number of notices sent via telephone notification
- Auto Renewed Count the total number of items for which the loan period was automatically renewed by the system
- Total Page Count the total number of printed pages for print notices sent through standard ma
- SMS Notice Count the total number of notices sent by Short Message Service (SMS)
- SMS Notice Error Count the total number of SMS notices for which an error occurred (that failed to be delivered)
- Email Summary Report:
- Total Emails Sent the total number of notices sent by email, with a listing of the names and contact information for all patrons to whom notices were sent via email
- Total Emails Error the total number of email notices for which an error occurred (that failed to be delivered)
- SMS Summary Report:
- Total SMS Sent the total number of notices sent by Short Message Service (SMS), with a listing of the names and contact information for all patrons to whom notices were sent via SMS
- Total SMS Errors the total number of SMS notices for which an error occurred (that failed to be delivered)
- Phone Notification the total number of notices sent via telephone notification