Higher Education Libraries of Massachusetts: Reports

Locate or create a report, save it for later use and then schedule to suit your needs.

• Circulation reports (monthly)
• Overdue of Reserve items (daily) 
• Purchase Alerts (Holds ratio by Home Branches)
• Unfilled  holds > 30 days (Stale holds)
• Holds (More than 30 days)
• Recently edited patron report (daily)
• Lost, Lost and paid, missing, and billed by library and a certain date
• Lost and paid
  • Bedford 
  • Lowell
• Overdue report - student (weekly) - 
  To confirm banner block removals
  Compare with last week using Vlookup
• Overdue report - staff (weekly)
  (staff notified via email)
• Overdue with holds waiting by library
• Fine report (weekly)
  Update staff accounts for fines
• Pre-cat report (weekly) Items without call number report
   (chiefly periodicals) 
• Intransit report (monthly)
• Soon Overdue (monthy) to find items with price of $0
• Missing (monthly) -Found in 952$1 subfield 4
  • ​Bedford
  • Lowell
     
• Serials claiming (weekly)
• New  Quarantine Activity Report

The 952$1 field in the item record refers to lost items.  Subfields are available for Lost and paid, missing, long overdue and not lost.  Reports for lost and paid, missing, and long overdue available directly form the reports menu under other reports.

Librarians need to review regularly items which are lost and paid to determine if the item should be replaced.  Shelves should be check regularly for missing items.

• Long overdue, lost, billed, and missing by library and date
• Expired Patrons (Faculty and student)
• Shelf sitter reports/Collection evaluation reports  Items with no checkouts is also available from the reports page
• Inventory reports (annual by shelving location

  IPEDS Reports

Holdings 
Count of bib by a library and item type

Physical Books (Book, Book_Local Patron Only, Reserve, Reference, Textbook) - Run a secondary report on Non-public note to exclude Reserve Videos (Non -Public Note:Reserve Video
Physical Videos (DVD, DVD_L, VHS,  VHS_L)
Audio (Cassettes, CD)

Online (Kanopy/FOD- Go there directly as Marc records are not up to date)

eBook, eVideo, eResource 
eJournal (Periodicals)- Should include all Flipster titles and couple ejournals we bought
eAudio - Connect to Naxos for count of eAudio + add to this report.  Naxos individual titles are not in catalog

ILL Incoming Report by library and date range (Library as Borrower)
ILL Outgoing Report by library and date range (Library as Lender)
Circulation

Circulation Summary 
Circulation Itemized by Itemtype, Patron type and shelving location