Reserves Reports – Desktop – Aurora Information Technology

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Reserves Reports #

Reserve reports have been combined in the Reserves function within the Reports & statistics Tab od Desktop.

All Reserves Tab #

Allows searching for items on reserve with specific statuses and collect at location of the reservation

Reservation Statuses

Untrapped and active – Lists the active reserves that have not yet been trapped.
Note this list could include works with no items, works with items on loan, works with items with abnormal status etc
Dormant
Trapped and awaiting collection – List the active reserves that are trapped and on the reservation shelf and have not past their pick up expiry date
Trapped and Expired
Trapped and in-transit – List the active reserves that are trapped and are in-transit to the collect at location
Untrapped and expired
Cancelled – Not collected in time
Cancelled – other
All

Additional filters allow

Council – the entity of the collect at location of the reserve
Collect at – The specific collect at location of the reserve
Language of work
Part of title or author – allows search term to filter the reserves.

Command icons

Starts the process to create the report. While the report is building, the green light will change to red, and this may be used to interrupt the process.

Reserves screen - reports and statistics

Un-trapped / On-shelf Reserves #

Un-trapped / On-shelf Reserves report allows the library to list and identify reserved material which is indicated as being on shelf and available – that is, it has no abnormal status indication. This is a report which should be run regularly, as it will be the only means of identifying material reserved via WebOPAC.
Options are provided to allow selection of location where items are currently located, selection of display elements, and control output.

The base screen appears so:

Reserves - Un-trapped on-shelf Reserves

Control panel #

The Control panel contains all of the options required to run the report:

Location – The Limit to drop down allows the selection. Note that this is the location where the items are expected to be found, not the ‘collect at’ location. The locations presented will be the branches defined in library parameters, and the default will be the location associated with the current operator’s workstation.

Date controls

Two date controls are available, to limit reporting to:

Items returned on or after [a given date]
Reserved on or after [a given date]

where if a specific date is to be used, the checkbox may be ticked and the date selected using the calendar tool.

Command icons

Starts the process to create the report. While the report is building, the green light will change to red, and this may be used to interrupt the process.
Allows the report to be exported to Excel. Note that this icon is greyed until the report is run; then the Excel file link is enabled.
Allows the report to be exported to a text file. Note that this icon is greyed until the report is run; then the Export file link is enabled

Check Boxes

Show if not active – allowing reserves to be shown if they are not active.
Show item even if not reservable
Include debarred users
include ‘Local use’ items
Include ‘On-order’ items
Include users with max overdue
Extra Fields in text outputs
Include unpaid ‘Library to your Door’

Display controls

At the right of the command panel, a set of checkboxes is found – this controls the results display: if ticked, then the element is displayed, else not. The checkbox is dynamic – ticking an element will immediately add that column to the display.

The following columns are available for display:

Count	Physical location	Item format	Genre
Call no.	Title	Part	Item barcode
Collect at	Home Library	Reserved on	Not wanted after
User barcode	User name	Date last seen	BibUSRI
Reserve ID

Note that the Date last seen is given, allowing an early judgment on whether the item is actually ‘missing’ and should be given that status. To allow the process to operate more efficiently, the library can set an Enterprise parameter, setting the item status automatically to Missing if the item appears on this listing more than the library defined number of times.

Results #

When the listing is complete, the icons will all be available for selection, and a count of the overall number of reservations listed is given:

The actual details are then presented:

Reserves - Un-trapped on-shelf Reserves - Results

Note that all of the columns defined in Display controls may be switched on or off by changing the nature of the tick in the checkbox. The display may be sorted (ascending or descending) by clicking on any column header – a second click will reverse the sort order.

Results Pop-up menu #

A simple pop-up menu is available on each item in the listing, allowing a link to

ash indicates that the item has now appeared for the number of times set by the library before it is automatically set with status ‘Missing’

Flashes #

There are two item specific flashes which may be linked to an item in the results list:

This indicates that although the item is appearing on the list, the specific item does not match with a permitted reservation parameter. In such a case, parameters should be checked, and another item for the title supplied if appropriate.
This flash indicates that the item has now appeared for the number of times set by the library before it is automatically set with status ‘Missing’

Expired Trapped Reserves #

The Expired trapped reserves report provides flexible options for listing reservations which have not been collected and includes capability for including cancelled reserves too. Options include the ability o focus on a specific location, to control the output details and to determine what is included in the listing.