-
Notifications
You must be signed in to change notification settings - Fork 1
Report Builder
Queries presented here are designed for use within Minuteman's Report Builder, a canned report tool incorporated into our staff only site.
Reports can be run on demand by staff using a variety of predefined filters. Most of these queries are passed parameters as these filtering options, which can be identified by variable names within {{}}. Look in the comments within each query for possible values.
Compares fund encumbrances to the encumbrance total of all open orders for each fund.
Compares fund expenditures to the expenditure total from paid invoices for each fund.
Reproduces Fund report from Sierra with calculations for current spending percentages.
Identifies all open order records that are currently contributing to your encumbrance total
Identifies order records that have been manually given a status of paid without an expenditure being made against its fund.
Identifies Paid orders attached to full bib records that lack items.
Provides rough estimates for the amount paid and the cost per circ for various segments of the library's collection
Identifies order records that were sent to a vendor multiple times or never sent at all.
Gathers the current expenditure and encumbrance totals for each subfund
Gathers various statistics such as copies ordered, avg prices and shipping time for each vendor
Retrieves data for x-orders on invoices.
Search the cancelled hold table by item barcode and cancellation date
Lookup bib, item, patron, and transaction data from the circ_trans table
Lists information for contacting patrons with items on the holdshelf at a location.
Query identifies which records templates are currently in use and how many logins have each one set as a preferred template
Report attempts to produce an in use scat table (icode1) by finding the most commonly used call # range and itype among items using each value
Identifies which optional settings are used by each login for selected settings.
Identifies the check out and in location for each item returned in the past month.
Calculates the value of all items owned by your library checked out over the past month.
Provides various performance metrics for checkouts over the prior month
This report allows you to approximate how many individuals checked out materials at your library over the past month
Identifies the most frequently overdue titles checked out at a library
Gathers stats for on time and overdue checkins for all items returned to a specified location in the past month
Crosstab report providing the current count of patrons by ptype and their chosen home library
Counts renewals each day for the past month
Gathers fine totals at a location for each day of the prior month
Provides various metrics comparing blocked and non-blocked patrons at each location
Produces data sets for use with building choropleth maps. See Patron Maps Repository for further details.
Gathers various patron record statistics grouped on a choice of geography. Census options can be used to join results to census data.
Gathers circ transaction counts grouped on a choice of geography. Census options can be used to join results to census data
Identifies bib-level holds where the hold should be placed on the item level instead.
Reproduces the clear holdshelf report after the holds have already been removed
Identifies items at your library with an incorrect status of on holdshelf.
Provides a variety of metrics for estimating the current hold wait time for segments of the collection
Identify holds placed for your library on non-requestable titles
Identifies unfilled holds that are soon to expire
Identifies item level holds for review. Some holds should be transferred to bib level for better patron service.
Provides information for outstanding holds, including details of items in transit and on the holdshelf
Produce a comprehensive shelf list of the items owned by a library. Ideal for those with collections too large to fit within a review file in Create Lists
Counts either the number of items or titles in each itype within the selected category
Counts either the number of items or titles owned by each location within the selected category
Provides item details given a list of barcodes
Find titles in a subject where at least x copies exist in the network. Designed to help identify titles for non-fiction book clubs
This report provides an overview of how old your collection is based on publication year
Provides various collection performance metrics grouped by such fields as scat code, language, and itype
Identifies the titles not owned by your library that have spent the largest portion of time checked out
This report identifies high performing titles at a location
Provides item details where your library owns multiple copies of a title
Gathers counts of titles and items on the shelf and checked out currently by a selected grouping
Provides list of suggested title purchases based on the current holds to copies ratio
Updated form of purchase alert, including ISBNS, collection breakouts and a suggested purchase quantity
Provides list of suggested title purchases in a subject, based on the current holds to copies ratio
Identifies underperforming items at your library relative to their network wide usage
Identifies Titles at your library with multiple copies and low circulation totals
Identifies Titles at your library with multiple copies in the network and low recent circulation
Identifies items that have spent a low amount of time checked out since they were added to the collection
Provides various collection performance metrics grouped by dei topic area
Gathers the top titles in a DEI topical area, grouped by a choice of performance metric
Gathers the top titles in a DEI topical area that are not owned locally
Provides an overview of dei holdings by age group
Identifies titles with local holds and high wait times
This report gathers the top titles owned by a selected peer library that are not owned locally
This report gathers the top titles, limited to one or more languages, that are owned by a selected peer library but are not owned locally
This report gathers the top titles in a given subject that are owned by a selected peer library but are not owned locally
Gathers the top titles grouped by a choice of performance metric
Gathers the top titles, limited by language, and grouped by a choice of performance metric
Gathers the top titles in a given subject, grouped by a choice of performance metric
Gathers the top titles network wide that are not owned locally, grouped by a choice of performance metrics
Gathers the top titles network wide, limited by language, that are not owned locally
Gathers the top titles in a given subject network wide that are not owned locally
Find either unique or duplicate records across two existing review files
Convert ISBN's, UPC's or Barcodes into a form that can be easily imported into Create Lists
Exports the title, author, URL for Encore and URL for Syndetics covers for the contents of a selected review file
Retrieves the first ISBN/UPC for all records in file as an aide for importing titles to other tools
Gathers list of courses at a location and all bibs and items on reserve for those courses
Report identifies items attached to course reserve records that are not on reserve
Identifies potential duplicate patron records
Identifies item records at your library containing invalid barcodes
Identifies outlying items based on a rarely used combination of 2 fixed fields to look for possible data entry errors
Identifies Item records that have been attached to multiple bib records
Identifies items where the itype does not match the mattype of the bib the item is attached to
Identifies old on the fly records that have not been corrected
Identifies items that may be missing
Identifies Titles at a specified location where that location owns multiple copies and those copy have different call #'s
Pulls together raw contents of the bib record, bib record property and record metadata tables, along with associated labels for various system codes
Pulls together raw contents of the holding record, holding record location and record metadata tables, along with associated labels for various system code
Pulls together raw contents of the item record, item record property and record metadata tables, along with associated labels for various system codes
Pulls together raw contents of the order record, order record cmf and record metadata tables, along with associated labels for various system codes
Extracts contents of the link table for bibs/items, bibs/orders or bibs/holdings(checkins)
Pulls together raw contents of the subject index portion of the phrase_entry table along with some information from record_metadata
Finds nearly full checkin cards so staff may clear space for new issues
Report provides title level circ data for issues of periodicals
Provides list of periodical holdings based on Checkin Records
Provides list of periodical holdings based on Item Records
List the most recently received issue for each checkin record at your library