POLARIS REPORTING SERVICES MAKING USE OF DATA FOR THE HEALTH OF YOUR LIBRARY

Library Funding Humour Funny Overdue Notices

In a group, brainstorm about areas of your library that may need a boost of health. Perhaps this includes collections that are known to be under-utilized, weird books that you have found, or any other area within the library that may need work. Also think of some reports that are in Polaris that could help you with these areas. GROUP ACTIVITY

The Structure of Reports and Notices Daily Reports Weekly Reports Common Reports Break New Custom Reports Collection/Circulation Reports Library Patron Reports Library Financial Reports TODAY’S AGENDA:

THE STRUCTURE OF REPORTS AND NOTICES

What you most likely will use

Please use your own account login credentials NLLS\AEPNLstep1 Fall2009 POLARIS LOGIN OR

Reports and Notices  Custom Held Call List Holds requests to Fill Reports and Notices  Circulation  Holds Held Checklist Hold Requests to Fill DAILY REPORTS Holds reports

Over Due reports Reports and Notices  Circulation  Overdue Patrons Reports and Notices  Custom  Overdue Call List Holds Reports Reports and Notices  Circulation  Holds Expired Requests Unclaimed Checklist WEEKLY REPORTS

Posting to the Database “Posting to the database” updates an item’s status from Overdue to Lost. If you don’t post, items never become lost! ” Reports and Notices  Notices  Overdues Billing Full Page Mailer Billing Half Page Mailer Billing Postcards Billing Z Fold Mailer Billing Z Fold Mailer Oversized Combined Notice Full Page Notice Combined Notice Half Page Notice WEEKLY REPORTS

Patron Account Expiration / Inactivity Reports Reports and Notices  Patron Services Expired Patrons Inactive Patrons MONTHLY REPORTS

Circulation Statistics Reports Reports and Notices  Custom Intra-Inter Library Loan Summary Report E-Resource Hits Statistical Summary Report Reports and Notices  Circulation Circulation by Collection Material Type Analysis In-House Use Report Item Circulation by Collection Item Circulation Statistics Uncirculated Items

In House use counts all in house use of material as circ. transactions Quick Circ. counts all transactions for things like brochures and pamphlets etc. as circ. transactions IN HOUSE AND QUICK CIRC. FOR STATISTICS

TownLife Website Analytics report is ed to you monthly. VDX Reports Username: Library code (e.g. AEPNL) Password: Last four digits of phone number (e.g. 2596) Overdrive reports – us for these numbers HANDY NON-POLARIS REPORTS

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CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

1.Define a group of patrons 2.Find this group in the find tool 3.Create a record set 4.Run report with this record set HOW TO USE PATRON DETAIL REPORT

CUSTOM REPORTS Annual reportCirc. AnalysisCollection and Weeding Fees and FinesFinancial Statement NewFund Expenditure Report Held Call ListHolds Requests to FillInter-Intra Library Loan Summary On Order ListingOn Order Visual Overdue Call ListPO Title Status and FundCirculation by User Defined Field E-Resource HitsFine Codes DisplayMunicipality Memberships Patron DetailPending Hold RequestsStatistical Summary Report

COLLECTION/CIRCULATION REPORTS Claimed ItemsClassification number ListCollection Material Type Analysis Collection Value by Organization Item Record Grouped by Funding Source and Statistical Code Item Status Lost and MissingCirculation by Collection Material Type Analysis Circulation by Items Assigned Branch Circulation by Item Loaning Branch Circulation by WorkstationIn-House Use Item Circulation by Collection Item Circulation StatisticsUncirculated Items

COLLECTION/CIRCULATION REPORTS Claimed ItemsClassification number ListCollection Material Type Analysis Collection Value by Organization Item Record Grouped by Funding Source and Statistical Code Item Status Lost and MissingCirculation by Collection Material Type Analysis Circulation by Items Assigned Branch Circulation by Item Loaning Branch Circulation by WorkstationIn-House Use Item Circulation by Collection Item Circulation StatisticsUncirculated Items

COLLECTION/CIRCULATION REPORTS Claimed ItemsClassification number ListCollection Material Type Analysis Collection Value by Organization Item Record Grouped by Funding Source and Statistical Code Item Status Lost and MissingCirculation by Collection Material Type Analysis Circulation by Items Assigned Branch Circulation by Item Loaning Branch Circulation by WorkstationIn-House Use Item Circulation by Collection Item Circulation StatisticsUncirculated Items

COLLECTION/CIRCULATION REPORTS Claimed ItemsClassification number ListCollection Material Type Analysis Collection Value by Organization Item Record Grouped by Funding Source and Statistical Code Item Status Lost and MissingCirculation by Collection Material Type Analysis Circulation by Items Assigned Branch Circulation by Item Loaning Branch Circulation by WorkstationIn-House Use Item Circulation by Collection Item Circulation StatisticsUncirculated Items

COLLECTION/CIRCULATION REPORTS Claimed ItemsClassification number ListCollection Material Type Analysis Collection Value by Organization Item Record Grouped by Funding Source and Statistical Code Item Status Lost and MissingCirculation by Collection Material Type Analysis Circulation by Items Assigned Branch Circulation by Item Loaning Branch Circulation by WorkstationIn-House Use Item Circulation by Collection Item Circulation StatisticsUncirculated Items

LIBRARY PATRONS TRENDS REPORTS Delinquent PatronsLong Overdue ItemsOverdue Items Overdue PatronsPatron Circulation StatisticPatron Code Statistics Patron Cross BorrowingPatron Lost Items by owning Branch Holds Purchase Alerts Local Hold Request and Item Counts By Branch

LIBRARY PATRONS TRENDS REPORTS Delinquent PatronsLong Overdue ItemsOverdue Items Overdue PatronsPatron Circulation StatisticPatron Code Statistics Patron Cross BorrowingPatron Lost Items by owning Branch Holds Purchase Alerts Local Hold Request and Item Counts By Branch

LIBRARY PATRONS TRENDS REPORTS Delinquent PatronsLong Overdue Items (over 21 Days) Overdue Items Overdue PatronsPatron Circulation StatisticPatron Code Statistics Patron Cross BorrowingPatron Lost Items by owning Branch Holds Purchase Alerts Local Hold Request and Item Counts By Branch

LIBRARY PATRONS TRENDS REPORTS Delinquent PatronsLong Overdue ItemsOverdue Items Overdue PatronsPatron Circulation StatisticPatron Code Statistics Patron Cross BorrowingPatron Lost Items by owning Branch Holds Purchase Alerts Local Hold Request and Item Counts By Branch

LIBRARY PATRONS TRENDS REPORTS Delinquent PatronsLong Overdue ItemsOverdue Items Overdue PatronsPatron Circulation StatisticPatron Code Statistics Patron Cross BorrowingPatron Lost Items by owning Branch Holds Purchase Alerts Local Hold Request and Item Counts By Branch

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

LIBRARY FINANCIAL REPORTS Billed PatronsFines and FeesFines and Fees Summary Non POS PaymentsWaived FinesFund Summary Report

Wrap Up What reports would you like to see? What reports are you excited about? What reports are new to you today?

THANK YOU! Kelly Kirkpatrick-Lauzon IT Consultant (Phone) ext. 239 or ext. 239 (Fax) ( ) (Website)