There are three new problem item reports available today:
- On Order Greater than 6 Months (On Order >6
- Fast Add Report
- Problem Items: Not for Loan Status (PI: Not for
Each of these reports concerns items that have some kind of
status that needs to be addressed. All of them will be run and posted to the
Reports Calendar on the second Thursday of each month.
The first report, On Order Greater than 6 Months, captures
items that have had a status of On Order ACQ, On Order Non-ACQ, or Received ACQ
and have not been updated in some way for greater than six months’ time. This
report gives you the opportunity to check on the status of your order or item
and decide whether or not to cancel the order or place a claim with the vendor.
Please follow the workflow on the Reports page to resolve these items.
The second report, Fast Adds, captures bibs and items more
than two months old that were added using the Fast Add framework. If the item
is not re-linked to a bib record by the date that the next report is run, it
will be deleted from the system along with the fast add bib record. Please
follow the workflow provided on the Reports page to resolve these fast add
The third report, Problem Items: Not for Loan Status,
captures items that have a status in the Not for Loan category and where the
item has not been updated for more than six months. Please follow the workflow to
resolve any problems with these items. This is especially important for those
items marked In Processing and for magazines that have a status of Current
Issue/No CKO, since those items cannot be trapped to fill patrons’ holds. We do
not have a set schedule for a deletion process or other remediation for those
items left unresolved. Also, in order for this report to print on a
standard-sized sheet of paper, we have hidden a column with subtitle
information. If you wish to unhide it, you can do so using Excel by going to
the Home tab, Format Cells > Hide & Unhide > Unhide Columns. A screenshot of the menu selection is at the bottom of this post.
All of these reports are easily manipulated in Excel to
change font size, etc. for easier viewing. We have formatted them to fit onto a
single sheet of 8.5” x 11” paper. For more advice on using Excel, please see
Brian and Greg’s excellent posts on TechBits with Excel tricks of the trade.
We will run and post these three item reports on a monthly
basis. Other database clean-up reports will appear more infrequently. For
example, we will post reports of items with no ITYPE or no collection code
assigned. All of these reports are designed to assist with database clean-up
and to keep your collection information current.
Thank you for your assistance in this important work to keep
items available to our patrons at SCLS.
Excel Unhide Column: