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Reasons to Use the Overdues Report
The school librarian likes to provide the classroom teacher with a list of students whose materials are overdue the day before the class has scheduled library time. This enables the teacher to remind the students to bring in their specific overdue materials.
An academic library would like a list of what materials are overdue to their Interlibrary loan patrons. If the ILL patron accounts contain a code in the homeroom field, that list can be obtained.
Generating an Overdues Report
Choose the Prepare Overdues Report from the Function list.
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If you set the Home Library List to "ALL", Sierra disables the Possible Values List. For example, if you set the Home Library List to "ALL," the system includes all patrons who have overdue items and whose patron records' contain the homeroom variable-length field in the Overdues Report.
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The Overdues Report contains the following elements
Element | Description | Shown In | Source |
Home Library | The home library of the patron(s) who have not yet returned overdue items. | Screen display, exported, and printed reports. | The HOME LIBR fixed-length field in the patron record. |
Homeroom | A library-specific field that appears in this report if it is present in the record of a patron with overdue items. | Screen display, exported, and printed reports. | The variable-length field needed to display in every patron’s record. |
Barcode | The patron's barcode. | Screen display, exported, and printed reports. | The P BARCODE variable-length field in the patron record. |
Patron | The patron's name. | Screen display, exported, and printed reports. | The PATRN NAME variable-length field in the patron record. |
Barcode | The item's barcode. | Screen display, exported, and printed reports. | The BARCODE variable-length field in the item record. |
Title | The item's title. Innovative can configure your system not to include the title of items in the Overdues Report. To have this feature enabled, contact Innovative. | Screen display, exported, and printed reports. | The TITLE variable-length field in the related bibliographic record. |
Due Date | The date on which the item was due to be returned by the patron. | Screen display, exported, and printed reports. | The DUE DATE fixed-length field in the item record. |
Call No. | The item's call number. | Screen display and exported reports only. | The CALL NO. is the variable-length field of the item record. |
Price | The item's price. | Screen display and exported reports only. | The PRICE fixed-length field in the item record. |
Printing an Overdues Report
The Overdues Report can be printed or exported. Choose the PRINT icon in the upper right corner. If you have not selected a standard printer, the system prompts you to choose one. The report can be printed to the local printer or to an email account. If printed to an email account, the report can then be parsed out to email to classroom teachers or to other staff. This list of overdue materials differs from the overdue notices because it only provides the list to library staff. No message is sent to patrons.
If the patrons at a location share the same specified field value, the system generates one report for that location. If the patrons at a location have different specified field values, the system generates a separate report for the patrons with each value.
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Exporting an Overdues Report
To export a generatedOverdues Report to a different application, such as Excel, choose the Export button or Tools | Export from the top left of the Prepare Overdues Report window.
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You can also Print to a file that will allow you to save the file to your computer. Print to a file table entries is separated by spaces.
The Save it as comma-separated values (CSV) text will also allow you to save the file to your computer. Save as comma-separated values (CSV) text table entries are separated by commas.
The Save it as tabbed text will also allow you to save the file to your computer. Save as tabbed text table entries are separated by tabs.
The Export dialog box enables you to choose a folder and enter a name in which to save the exported Overdues Report. The table is saved as a "File" type of file. To view the file, select a program with which to open the file.
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Closing the Prepare Overdues Report
When the report is closed, the list that was generated is not saved. Click on the Close icon to close out the current run report.
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Note: This report works in conjunction with the Pika Student Reports. |
Related Documentation
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