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

2. Library Funding Humour Funny Overdue Notices

3. 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

4. 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:

5. THE STRUCTURE OF REPORTS AND NOTICES

6. What you most likely will use

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

8. 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

9. 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

10. 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

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

12. 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

13. 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

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

15. BREAK

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

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

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

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

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

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

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

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

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

47. THANK YOU! Kelly Kirkpatrick-Lauzon IT Consultant (Phone) 1-780-724-2596 ext. 239 or 1-800-561-0387 ext. 239 (Fax) 1-780-724-2597 (Email) kkirkpatrick@nlls.ab.cakkirkpatrick@nlls.ab.ca (Website) www.nlls.ab.cawww.nlls.ab.ca