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Polaris Reporting Services

Polaris Reporting Services. Making use of data for the health of your library. Library Funding Humour Funny Overdue Notices. Group Activity. Also think of some reports that are in Polaris that could help you with these areas. .

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Polaris Reporting Services

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  1. Polaris Reporting Services Making use of data for the health of your library

  2. Library Funding Humour Funny Overdue Notices

  3. Group Activity • Also think of some reports that are in Polaris that could help you with these areas. • 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.

  4. Today’s agenda: • 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

  5. The structure of reports and notices

  6. The structure of reports and notices What you most likely will use

  7. Polaris Login • Please use your own account login credentials • NLLS\AEPNLstep1 • Fall2009 OR

  8. Daily Reports • Reports and Notices Custom • Held Call List • Holds requests to Fill • Reports and Notices  Circulation  Holds • Held Checklist • Hold Requests to Fill Holds reports

  9. Weekly Reports • Holds Reports • Reports and Notices  Circulation  Holds • Expired Requests • Unclaimed Checklist • Over Due reports • Reports and Notices  Circulation  • Overdue Patrons • Reports and Notices  Custom  • Overdue Call List

  10. 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

  11. Monthly Reports • Patron Account Expiration / Inactivity Reports • Reports and Notices Patron Services • Expired Patrons • Inactive Patrons

  12. 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

  13. In house and Quick Circ. For statistics • Quick Circ. counts all transactions for things like brochures and pamphlets etc. as circ. transactions • In House use counts all in house use of material as circ. transactions

  14. Handy Non-Polaris reports • TownLifeWebsite 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

  15. BREAK

  16. Custom Reports

  17. Custom Reports

  18. Custom Reports

  19. Custom Reports

  20. Custom Reports

  21. Custom Reports

  22. Custom Reports

  23. How to use Patron Detail Report • Define a group of patrons • Find this group in the find tool • Create a record set • Run report with this record set

  24. Custom Reports

  25. Collection/Circulation reports

  26. Collection/Circulation reports

  27. Collection/Circulation reports

  28. Collection/Circulation reports

  29. Collection/Circulation reports

  30. Library Patrons Trends reports

  31. Library Patrons Trends reports

  32. Library Patrons Trends reports

  33. Library Patrons Trends reports

  34. Library Patrons Trends reports

  35. Library Financial Reports

  36. Library Financial Reports

  37. Library Financial Reports

  38. Library Financial Reports

  39. Library Financial Reports

  40. Library Financial Reports

  41. Library Financial Reports

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

  43. 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.ca (Website) www.nlls.ab.ca

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