Transcript Slide 1

Running a Report

List Bibliography Report
 Found under: All Titles
Purpose : Creates customized
bibliographies by catalog, call number, or
item characteristics or by structuring
catalog searches using Unicorn's standard
Boolean operators and qualifiers. The report
prints a list of titles that match your
selection criteria and prints the first
attached call number/item of the title for
whatever library this call number/item
belongs to, not necessarily for your library.
For this report, only call numbers with
copies are selected
How to Find out information about the report
How to Find out information about the report
• What it does
• How to enter selection data
• What it cannot do
• May contain some sample report
output
Highlight the Report you would like to run by clicking it with the mouse
To Begin a Report Select Setup & Schedule
ABC List Bibliography
RENAME THE REPORT IN THE REPORT NAME FIELD
• This is the only change needed in the Basic Information Fields
- Report name should be no more than 30 characters
• Let’s look at the Search String button - Select it with the mouse
Search string will limit results to the keywords you enter
Enter any keywords you
wish to search for within
your results, clicking Add
after each selection.
Choose Save when
finished
Results should appear in the Search String text box
Include Shadow (Un-Cat) Records ?
Let’s look at the Title Selection tab
These fields should never be used
 Accountable & Review record: Is not used in our system
 Number of copies on order: Used in systems with the acquisitions module
 Number of title holds: Not used, we use items holds
These fields are rarely used
Format: Can limit to MAP ; MUSIC ; SERIALS ; MARC (Book) etc.
Date Created/Modified: Used to find records created by a specific person or date
Let’s look
at the Call
Number
Selection
tab
These fields are sometimes used
Publication year: Date published before, after, equal to or a range of dates
Number of libraries: Specified number of how many libraries own this item
Number of call numbers: Specified number of volumes associated with the title
Number of total holds: Total number of holds over the life of the title – not current
Include Shadow (Un-Cat) Records ?
These fields should never be used
Class scheme: Leave blank to search all since we use Dewey exclusively
Number of call holds: Not used; we use item holds
Number of copies on reserve: Used in systems with Academic Reserves
Bound-with: Is not used at our item copy level
Let’s look
at the
Item
Selection
tab
These fields are sometimes / often used
Library: Select one or more desired library from the gadget menu
Call number range: Select a call number from within a range or
equal to, greater or less then
Number of copies: Select the number of copies associated with the
item from within a range or equal to, greater or less then
Include Shadow (Un-Cat) Records ?
These fields should
never be used
Funding source: Is not
used at our item copy
level
Circulate: Does not
give correct results as
it needs user
information as well
Accountable: Is not
used in our system
Distribution key: Used
in systems with the
acquisitions module
Reserve status & Media
desk: Is not used in our
system
These fields are rarely
used
Shelf location: Choose
from gadget list; will
usually be stacks or uncat
Permanent: [No] would be
Un-Cats; [Yes] all others
(better to use shadow)
Extended info: This
would be circ notes etc.,
must be exact match
Number of pieces: Items
with multiple parts (books
on CD)
Date created: When this
item was entered into the
catalog
Last activity date:
Usually last check-in
date, could be any
modification
These fields are rarely
used
Date/Number
inventoried: Date last
inventoried / Number of
times inventoried
Number of checkouts:
Current: 0=on shelf,
1=checked out,
2+=renewed
Number of inhouse
checkouts: Used in
inventory checkouts
Available on hold: Hold
status [Yes] in transit or
hold shelf; [No]
checked out
Number of bills: Number
of bills which have not
been paid for this item
These fields are
sometimes/often
used
Library: Select one or
more desired library
from the gadget menu
Current status:
Choose from gadget
list; missing, lost,
stacks….
Item group: Choose
from gadget list;
general AV, book, kit…
Material type: Choose
from gadget list;
paperback, CD,
video…
In the shadow catalog:
Include Shadow (UnCat) Records ?
These fields are
sometimes/often
used
Let’s look at
the Sorting
tab
Date last checked out:
select a range of dates
using the gadget button
Date last checked in:
select a range of dates
using the gadget button
Number of total
checkouts: Number of
checkouts since it was
created
Number of copy holds:
Number of current
holds for the item
Price: How much the
item costs; use the
gadget button to
enter a price
The list can be sorted 3 ways:
Title/Author
Author/Title
Call Number
Use the drop-down arrow to select your sorting preference
Click on the Print Item tab on the top of the page
The Print Item is divided
into 5 sections:
We will look at
Print Item, Title
Information &
Item Information
We will leave the
settings alone for
Call Number &
Marc Holdings
information
Printed arrangement & Shadow Filtering have 3 selections:
Catalog shelflist :
This produces a list of your libraries items along with
any other libraries that own copies of the same title
Call number shelflist: This produces a list of your libraries items by call number
Record by record:
This produces a list of your libraries items by copy or
item ID selected, not possible to use with Shadow filtering
Shadow filtering: Public items - Choose to see what the public views (no Un-cats)
Shadowed items – View only items the public cannot see (Un-cats)
Public and Shadowed items – View all items including Un-cats
Generate pipe delimited output: [Yes] results will output to a pipe-delimited file which
can be exported to a third-party application, such as a spreadsheet application
4 Options for printing Title information:
Control record data : Will print information associated with the bibliographic
record only – Created by, Modified, holds, bib level…
First call number, Publication year, Entry list : Will print item call number,
year of publication followed by entries specified in the Catalog entry list.
Publication year, then entry list : Will print item year of publication followed by
entries specified in the Catalog entry list.
Entry list only : Will print item entries specified in the Catalog entry list.
Under the Entry Labeling options:
• Descriptive labels: will provide MARC heading names for the fields
Title: Librarians and Lovin’ it
• Entry IDs as labels: will provide MARC tag numbers for the field name
245: Librarians and Lovin’ it
• Data only: will show record information with no headings
Librarians and Lovin’ it
Show indicators and subfield : [Yes] will list subfield codes in your report
245: 00 : |aLibrarians and Lovin’ it.
The Catalog entry List
Click the gadget button to enter your selection(s)
All entry list: is the most complete, printing all of the tags, or entry IDs, originally
found in the record that was loaded or created.
Brief entry list: prints more concise bibliographic information.
Full entry list: is the default format, and prints extensive bibliographic information.
Template entry list: prints the entries that display for completion when a new record is created.
List selection: allows you to list specific entry IDs selected with your mouse in the
selection column on the left.
If you would like a list by author, title and publisher information then choose the 100,
245, and 260 fields by clicking them and using the arrow button. When you have
finished they should appear under the List selected column on the right, click the OK
button when done.
All copy Information: Information including the copy number, item ID, the item
library, the price current locations, the date the item was created, and the item type
Brief copy information: this selection prints the copy number, item ID, the
item library and its current location
Abbreviated copy and circulation information: includes much of the information
that is included in the combined Copy Information and Circulation Information
No copy information: will exclude any item copy level details
Circulation summary: includes the number of total charges, number of current charges,
number of outstanding bills, number of holds, number of in-house charges
Bills: All of the item’s current bills are printed, both paid and unpaid
Checkouts: All of the item’s current charges are printed, with the first field reflecting the
number of current charges
Holds: All of the item’s current holds are printed, with the first field reflecting the
number of current holds
Copy comments: All the Comments in the Extended Information section are printed
Inventory Information: lists the number of times the item was inventoried and
the last date of inventory
You are now ready to Start the Report:
Click the Run Now button at the bottom of the screen
The Schedule New
Reports confirmation
box will display some
report details
From this screen
you can :
 Schedule another
new report
 Look at your
previously
scheduled reports
 Display finished
reports
 Close the
confirmation box
You will find your selected report
in the Finished Reports list