CIRCULATION REPORTS

Chapter 3. ITEM REPORTS

 

 

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Location Holdings

Purpose:  Provides an alphabetical listing of your library’s holdings, based on the selected location and material type.

NOTE: Depending on the size of your library’s collection, and the specific report parameters specified, it may take from several minutes to several hours or more to generate the Location Holdings report.

NOTE: The size of the Location Holdings report is limited to 50,000 records maximum. It is suggested that you select report parameters that will return less than 50,000 records to prevent report truncation.

Default Filename:

LOC_HOLDINGS_(date)_(ID number).xls

Report Parameters:

• Select Location (drop-down menu) – determines the location(s) that will be included in the report; select the desired location.

  NOTE: The Select Location menu lists all locations (libraries, branches and collections) that have been defined for your system. Locations are defined by your Library Administrator.

  • Select a library to generate the report for items held by the selected library and all associated branches and collections.
  • Select a branch to generate the report for items held by the selected branch and all associated collections.
  • Select a collection to generate the report for items associated with the selected collection only.
• Current or Permanent Location (drop-down menu) – determines which items will be included in the report based on whether the selected location is the Current (temporary) or Permanent location for the item; select Current to list only those items for which the Current Location in the item record matches the location chosen from the Select Location menu, or select Permanent to list only those items for which the Permanent Location in the item record matches the location chosen from the Select Location menu.
• Material Type (drop-down menu) – determines which items will be included in the report based on the material type selected; select All to list all material types, or select a material type to list only those items.

  NOTE: The Material Type menu lists all material types that have been defined for your library. Material types are defined by your Library Administrator.

• Sort By (drop-down menu) – determines the order in which the report will be sorted; select Title or Call Number.
• Start Title or Call Number (text box) – determines the starting title or call number for items included in the listing; enter the desired title or call number.
  • When entering a call number, enter the complete call number.
  • When entering a title, you may enter a complete or partial title.

    NOTE: When entering a partial title, do not skip words.

• End Title or Call Number (text box) – determines the ending title or call number for items included in the listing; enter the desired title or call number.
  • When entering a call number, enter the complete call number.
  • When entering a title, you may enter a complete or partial title.

    NOTE: When entering a partial title, do not skip words.

  NOTE: When limiting the report to a range of titles, you must select Title from the Sort By menu for the system to recognize the Start Title or Call Number and End Title or Call Number as titles. When limiting the report to a range of call numbers, you must select Call Number from the Sort By menu for the system to recognize the Start Title or Call Number and End Title or Call Number as call numbers.

  NOTE: If you do not wish to limit the report to a range of titles or call numbers, leave the Start Title or Call Number and End Title or Call Number text boxes blank.

To view the Location Holdings report:

See Viewing and Downloading Reports to download and/or open the report for viewing.

The name of the report, the RUN DATE, and a summary of report parameters are shown at the top of the report. The Location Holdings report provides the following information for each title included in the listing:

• The Barcode, Call Number and Copy number for the title
• The current Status of the title
• The Publication Date for the title
• The Title and Author of the title
• The Permanent Location and Permanent Collection of the title
• The current Location and current Collection for the title
• The Material Type of the title
• The per-item Cost for the title
• The No of items for that title
• The International Standard Book Number (ISBN) for the title

 

 

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