/
Reports (INN-Reach)

Reports (INN-Reach)

The report has the instructions "Institutional Overdues," "Paged Too Long," "Requested Too Long," "In Transit Too Long," and "Received Too Long."

Table of Contents

INN-Reach Reports used in Sierra

To access these reports, you must use Sierra’s INN-Reach - Reports function.

Top of page

Institutional Overdues

  • These are your library’s items checked out to Prospector patrons, which are late in being returned.

  • This report helps keep items from appearing on other institutions' Returned Too Long reports.

  1. Minimum days: 14

  2. Sort by Item Location

  3. Click the “Prepare” button to run the report

  4. The Report box will appear.  This report may take up to 14 minutes to process. 

  5. Copy and Paste the information about your items into a spreadsheet. Copy the patron #, Item Location, Call #, Title, Home Library, and Due Date fields.

    1. Patron # is the virtual patron record number of the patron to whom the item is checked out and overdue. 

    2. Item Location is the code and name of the item's owning site.

    3. Call # is the call number of the overdue item. 

    4. Title is the title of the overdue item.

    5. Home Library is the patron's home library.

    6. Due Date is the date the item was due.

  6. Compare items in this report to the titles that appeared last time you ran the report. If this is the first time running this report, keep the report to compare next time.

  7. Perform a shelf check:

    1. If found: check-in and clear “off campus” status

    2. If not found, check the record and contact the library if it has been “In Transit” too long. 

      1. Email Subject: Prospector institutional overdue - Memo: would you do a shelf check for these items?“

      2. Prospector contact list - Go to Document Delivery Committee - Click on the Committee Member List.

  8. Items will stay on this list until Prospector Reconciliation Time. Here is information about the Prospector Reconciliation Process.  Here are the Reconciliation guidelines.  Here is the Prospector Reconciliation Policy. Any item from the previous year will remain on record until reconciliation time at the end of the current year. Ex: Items from 2023 will remain on the reports until reconciliation at the end of 2024.  When running the report, keep old data to compare.

  9. See the Holds Process for Sierra, Pika, and Prospector to learn more about canceling a Prospector hold.

Top of page

Paged Too Long

  • The Paged Too Long report lists all of your library’s items requested off-campus or paged for INN-Reach circulation loan but have not changed status over the specified days. These are item requests that have not been found, canceled, or transferred to another copy.

  • You can specify the days considered "too long" when running the report.

  • If your staff did not correctly check the item out to the remote site, it will appear on this list.

  • Running this report to keep holds moving through the system is important because patrons might still be waiting for these items.

  1. Minimum days: 2

  2. Sort by Item Location

  3. Click the “Prepare” button to run the report.

  4. The Report box will appear.  This report may take up to 14 minutes to process. 

  5. Copy and Paste the information about your items into a spreadsheet. Copy the Item #, Item Location, Call #, Title, Home Library, and Paged Date fields.

    1. Item # is the real item record number of the paged item.

    2. Item Location is the code and name of the item's owning site.

    3. Call # is the call number of the paged item. 

    4. Title is the title of the paged item.

    5. Home Library is the patron's home library.

    6. Paged Date is when the item status was changed to '(' (PAGED).

  6. Retrieve items from the shelf:

    1. If the item is not on the shelf, wait a week to see if it is checked out to the Prospector patron.

    2. If it has been on the list for over a week, mark it as missing and cancel the hold.

  7. When you have the item(s), use the Sierra Check-in (No Patron) function to check in the item.

    1. You will see a pop-up stating that the item is requested by (Name) Prospector Library. Select YES to check in the item.

    2. A second pop-up will ask if you want to fulfill the hold; select YES.

    3. A third pop-up asks you to print the transit slip or queue it for later printing. If you run the Prospector/INN-Reach Paging Slips, select “queue for later printing.”  

    4. Click on the print transit slip option to print the paging slip now.

  8. Run Prospector/INN-Reach Paging Slips and process items generally if you use the 7c option.  

  9. See the Holds Process for Sierra, Pika, and Prospector to learn more about canceling a Prospector hold.

Top of page

Returned Too Long

  • The Returned Too Long report lists all INN-Reach items that have been returned to the owning site but have not changed status in more than the specified number of days. These items have been returned and show a status of % in the patron record but have not been cleared by the lending library.

  • These are Prospector items requested by your patrons.

  • The patron has returned the item, changing its status to “Prospector Returned.”

  • The item has not been checked in at the library, and the prospector process is incomplete.

  • Home Library contains the borrower’s or your patron’s .p numbers, while Item location is the lending library information. Here are instructions on how to look up the Patron # or .p number.

  1. Minimum days:14

  2. Sort by: Patron Home Library

  3. Click the “Prepare” button to run the report.

  4. The Report box will appear.  This report may take up to 14 minutes to process. 

  5. Copy and Paste the information about your patrons into a spreadsheet. Make sure to copy the Item Location, Call #, Title, Home Library, Patron #, and Returned Dates.

    1. Item Location is the code and name of the item's owning site.

    2. Call # is the call number of the returned item. 

    3. Title is the title of the returned item.

    4. Home Library is the patron's home library.

    5. Patron # is the system-generated patron record number of the patron for whom the item was returned.

    6. Returned Date is when the item status was changed to '%' (RETURNED).

  6. Compare items in this report to the titles that appeared last time you ran the report.  If this is your first time running the report, keep the information from this report to compare next time.

  7. Perform a shelf check for any item or new items from the list comparison or all items if running the report for the first time.

  8. If not on your shelves, contact the lending library and ask them to do a shelf check.

  9. If the item was physically returned to the lending library but not checked in correctly, it will appear on this list. Sometimes, it never makes it to the home library. The home library will need to decide what to do about its missing item. 

  10. Prospector contact list - Go to Document Delivery Committee - Click on the Committee Member List.

  11. See the Holds Process for Sierra, Pika, and Prospector to learn more about canceling a Prospector hold.