CIRCULATION REPORTS
Chapter 2. PATRON REPORTS
Overdue Notices
Purpose: Produces overdue notices for a selected Home Location for a specified time period. Notice setup is performed through the Circulation Administration module (see the Circulation Administration User Guide for details).
Default Filename:
OVERDUE_NOTICES_(date)_(ID number).HTML
Overdue Notices Screen
Report Parameters:
- Notice Number (drop-down menu) – determines the number of the notice you wish to produce; either First, Second, Third or Fourth.
- Notice Start Period (text box) – indicates the start of the period of time for which you wish to produce notices (in number of days, counting backwards from the current day).
- Notice End Period (text box) – indicates the end of the period of time for which you wish to produce notices (in number of days, counting backwards from the current day).
- Type of Notice (drop-down menu) – indicates the type of notice you wish to
produce:
- Output Print and Email – sends Overdue 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 Overdue Notices, via email, for all patrons who match your criteria, and who have email addresses specified in their Patron Records.
- Output non-Email – sends Overdue 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 Overdue Notices, via email, for all patrons who match your criteria, and who have email addresses specified in their Patron Records.
- Print All – sends Overdue 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 number of items overdue for each, and email addresses for each, if available.
- ILL Only – sends Overdue Notices for items obtained through interlibrary
loan for all patrons who match your search criteria to your library’s Reports
directory.
NOTE: This option is applicable only for systems using VERSO’s optional Circ-ILL functionality.
- Limit by Group (drop-down menu) – limits Overdue 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 library’s Reports directory for printing and delivery via standard mail; select Yes (notices for expired patrons will be sent to your library’s 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 overdue notices will be created for members of a Family Group. Select Yes to create a combined overdue notice (listing overdue items for all members of a Family Group, and addressed to the primary Family Group member) or No to create individual overdue notices for each Family Group member, as desired.
- Home Location (drop-down menu) – determines the location for which the
report will be generated. Select the desired location.
NOTE: The Home Location menu lists all currently defined locations for your system.
- To generate the report for all currently defined locations for your system, select All Options from the Home Location menu.
To view a summary of Overdue Notices results:
NOTE: See Viewing and Downloading Reports to download and/or open the report for viewing.
The Overdue Notices summary provides the following information:
- 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
- Auto Renew Summary Report:
- Total Auto Renewed – the total number of items for which the loan period was automatically renewed by the system
- 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