Crystal Reports and Circulation Workflow Margie Fiels  Head, Access Services Bob Gerrity  Head, Systems Boston College Libraries.

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Presentation transcript:

Crystal Reports and Circulation Workflow Margie Fiels  Head, Access Services Bob Gerrity  Head, Systems Boston College Libraries

Need Canned ALEPH reports don’t meet all requirements Wanted Web-accessible, “self-service” reports wherever possible Need reports to facilitate interaction with external systems, services

Advantages Accessible to all staff, one URL location for all reports 30 circulation reports available – Results retrieved in real time from production server Easy to create for temporary work-arounds

A Closer Look Find Patron Aleph ID and Name by Name View Hold Requests for Items which are "On Order" or "In Process" View Hold Requests for Items which are "On Order" or "In Process" Expired Patron Records with Active Loans Overdue Items by Due Date Report (Reserves and Other Library Collections) Overdue Items by Due Date Report (Reserves and Other Library Collections) Count of Loans/Renewals by Patron Status and Type Find Courses to which a Given Item is Attached (Reserves) Find Courses to which a Given Item is Attached

Hardware/Software Requirements Hardware – Client Computer (running IE5+) – Webserver running IIS5 (small NT server) – Database server running Oracle8+ (ALEPH server) Software – Crystal Reports 8 – Developer Edition – Oracle Client installed on Webserver (ODBC and SQL+) – HTML/Text Editor

Staff Requirements All BC reports were developed by our Systems Librarian (Kevin Kidd) Initial setup of reporting program (server and software installation and configuration) took approx. 1 week Bulk of reports available (70+) developed over 2-3 month period Time required to develop additional reports, maintain existing reports is minimal

Crystal Web Component Server Architecture 1. URL containing.RPT file 3. Formatted report in Report Viewer 2. CR connects to Oracle DB on ALEPH server, executes stored procedure, returns results. IIS Server with CR Web Component Server installed 1. Web browser sends URL with.RPT file 2. Crystal Reports Web Component Server extension recognizes.RPT file type and runs report against database 3. Web server sends formatted report back to browser in Report Viewer Oracle Database/ ALEPH server

Contact Information: For technical details (e.g., copy of queries, explanation of BC setup: Kevin Kidd Further information on circulation reports, workflow Margie Fiels

Questions?