.. include:: /include.rst ******************** Report 2731 Training ******************** Purpose of report 2731 ====================== The main purpose of report 2731 is to provide an easy-to-read shelf-list of every item in a library that meets the criteria you set. It can be used for: - Inventory - Weeding - Identifying items added in a specific date range - Identifying items that have not checked out in a long time - Identifying item that have never checked out - Identifying multiple copies of items at a library - Identifying all of the items in a library that start with the same call number digits Frequency for running report 2731 ================================= This report sould be run whenever you need its results. Finding report 2731 =================== You can find report 214 following the instructions in :ref:`"Finding a report by number" ` Report 2731 parameters and their defaults ========================================= Reports 2731 has a large number of runtime parameters available. - Item home library - **Default** = Atchison Public Library - Includes "Doniphan County-ALL" - Includes "Prairie Hills Schools - ALL SCHOOLS" - We use a custom authorised values table called "ZBRAN" to include the "ALL" options |br| |br| - Item permanent shelving location - **Default** = All shelving locations - We use a custom authorised values table called "LLOC" to allow for flexibility in this dropdown |br| |br| - Item type - **Default** = All item types - We use a custom authorised values table called "LITYPES" to allow for flexibility in this dropdown |br| |br| - Item collection code - **Default** = All collection codes - We use a custom authorised values table called "LCCODE" to allow for flexibility in this dropdown |br| |br| - Enter first part of call number or a % symbol - **Default** = % - We use custom code to add a "%" to all fields in the reports module where the label includes the phrase "or a % symbol" |br| |br| - Not for loan status - **Default** = All items - We use a custom authorised values table called "LNOT_LOAN" to allow for flexibility in this dropdown |br| |br| - Item added between date 1 - and-date 2 - **Default** date 1 = 01/01/2000 - **Default** date 2 = today's date - The SQL for the report is written in such a way that if there are items that were added before 01/01/2000 or if the items.dateaccessioned fieled is blank, the report reads their date as 01/01/2000 - The dates are populated by custom code that always sets report fields with a label ending in "date 1" to "01/01/2000" and always sets report fields with a label ending in "date 2" to today's date |br| |br| - Item last borrowed between date 1 - and--date 2 - **Default** date 1 = 01/01/2000 - **Default** date 2 = today's date - "Last borrowed" = the last time an item was checked out - The SQL for the report is written in such a way that if there are items that were last borrowed before 01/01/2000 or if the items.lastborrowed fieled is blank, the report reads their date as 01/01/2000 - The dates are populated by custom code that always sets report fields with a label ending in "date 1" to "01/01/2000" and always sets report fields with a label ending in "date 2" to today's date |br| |br| - Item last seen between date 1 - and---date 2 - **Default** date 1 = 01/01/2000 - **Default** date 2 = today's date - "Last seen" = the last time an item was checked in - The SQL for the report is written in such a way that if there are items that were last seen before 01/01/2000 or if the items.lastseen fieled is blank, the report reads their date as 01/01/2000 - The dates are populated by custom code that always sets report fields with a label ending in "date 1" to "01/01/2000" and always sets report fields with a label ending in "date 2" to today's date |br| |br| - With X or fewer checkouts - **Default** = Any number - no limits - We use a custom authorised values table called "ZNUMBERS" to allow for flexibility in this dropdown |br| |br| - Display checked out items - **Default** = Show all - We use a custom authorised values table called "ZYES_NO" to allow for flexibility in this dropdown |br| |br| - Display lost, missing, and withdrawn items - **Default** = Show all - We use a custom authorised values table called "ZYES_NO" to allow for flexibility in this dropdown |br| |br| - With X or more copies at this library - **Default** = 000 - We use a custom authorised values table called "YNUMBER" to allow for flexibility in this dropdown |br| |br| - With X or more copies throughout the catalog - **Default** = 000 - We use a custom authorised values table called "YNUMBER" to allow for flexibility in this dropdown |br| |br| Report 2731 - full shelf list for an entire library =================================================== To generate a shelf list of everything that is supposed to be at your library: 1. Find report 2731 and click on "Run" 2. Set the runtime parameters as follow: - Item home library = Your library - Leave **ALL** other parameters set to their defaults For example: If you wanted a shelf list showing every items owned by NEKLS set these parameters: - Item home library = Northeast Kansas Library System - Leave **ALL** other parameters set to their defaults |report_2731_0020| Report 2731 - items added during a date range ============================================= To generate a shelf-list of everything added during a specific date range: 1. Find report 2731 and click on "Run" 2. Set the runtime parameters as follow: - Item home library = Your library - Item added between date1 = First date of date range - and-date2 = Last date of date range - Leave **ALL** other parameters set to their defaults For example: If you wanted a shelf list showing every item added at BERN during between May 1, 2020, and May 31, 2020, set these parameters: - Item home library = Bern Community Library - Item added between date1 = 05/01/2020 - and-date2 = 05/31/2020 - Leave **ALL** other parameters set to their defaults |report_2731_0030| ----------- .. include:: /reports/report_002731.rst