1. Circulation Statistics
For NYS Report

2. NYS Report Two kinds of Data: System Generated and Library Specific
Everything you need is at
Gateway Login:
XXXX_Staff
XXXX
Web Management Reports login: Sierra Login

3. ICODE2
This code aligns with the questions asked on the NYS annual report
Keeping this code cleaned up and up to date in your items will make the report easier to compile
When ever possible we will update these codes to reflect the report (like the change in reporting J media and serials)

4. Items 4.1-4.11 Circulation Statistics:
The following report can be used to get the checkouts and renewals broken down by icode2 for your NYS Report.  You should run the report using last Fiscal Year dates.
Using the All Circ Activity report (new interface  
Dates: ​User Specified:
​​Start and End date = Fiscal Year dates
Sort By: Limit
Limit By:
Stat Group (Be sure to add self-checks if you have them)
Report by: ICODE2
You can match the label of the ICODE2 to the questions on the report.  You will need to group several ICODE2s for the "other" questions.

5. Wait, What’s my stat group?

6. Item 4.20 Items Borrowed
Use  (New Interface) to create this report.
This all happens in your building, so checkouts of the items not belonging to your library represent ILL’s from other locations. You should run the report using last Fiscal Year dates.
Using the All Circ Activity Report:
Dates: USER SPECIFIED
Start and End Date = Fiscal Year Dates
Sort by: LIMIT
Limit by:
STAT GROUP – (Be sure to add self-Checks if you have them)
REPORT BY: LOCATION (This will be your item location)
SUBMIT
This shows transactions in your building during the specified time frame sorted by the item’s location. To get your total of incoming ILL’s (your patron, someone else’s item), subtract the lines representing your library’s locations from the total and read the number of CHECKOUTS only. Check-ins can include DA.

7. Item 4.21 Items Loaned
Use Interface) to create this report.
Outgoing – Your items, any patron in the county. You should run the report using last Fiscal Year dates.
CIRCULATION: Circ Activity:
CIRC STATS: Filled 
DATES: User spec (use your fiscal year for the NYS Annual Report) 
LOCATIONS: One only
TYPE: HOME LIBRARY 
SUBMIT
Choose STARTING and ENDING month
Select LOCATIONS SERVED from list
Copy and Paste the report into Excel.  Subtract your library’s line for a count of ILLs fulfilled by your library. This shows how many holds were filled (placed, trapped, checked out) by items belonging to your library within the specified time frame and sorted by patron home library.

8. Other NYS Stats… Electronic Materials: Holdings and Acquisitions:
Holdings and Acquisitions: