B. Preloaded Reports
M3 reports adhere to the following naming convention:
[Report Category]-[Type of Report][(Report Criteria)] For example: Item-List(ByAuthorForSelectedLocation)
Reports are divided into the following categories: Bib & Item Lists, Bill Letters, Booking Reports, Cards & Labels, Equipment Lists & Forms, Fine Letters, Fine Lists, Fine Notices, Overdue Letters, Overdue Lists, Overdue Notices, Patron Lists, Statistical Reports, and Transactions Lists.
Reports are coded according to the folder in which they reside: School (S) or Public or Academic (P/A).
BIB & ITEM LISTS
Bibliographic reports (Bib-List) list bibliographic records. Item reports (Item- List) list holding records and include pertinent information from the corre- sponding bibliographic record. Lists are available for deleted records, but not purged records. Lists in shelflist order are sorted by call number, title, and author.
BILL LETTERS
Bill letters are sent to patrons with items in an overdue status. All bill letters allow the user to specify the number of days that items are overdue (“cut-off date”) as a criteria in creating the letters; items due more than this number of days will be billed. These letters list the overdue item and the replacement cost of the item; payment is requested. Selected bill letters allow a surcharge to be added to the cost. An example of the desired format for standard price-cur- rency is “p9.95usd”.
BOOKING REPORTS
Booking reports list library equipment (such as overhead and slide projectors, VCRs, TVs, and so on) and items (such as reference books or any other library item) that are booked for future use. When running booking reports on equipment (Booked-Equipment), select the equipment database; when running booking reports on items (Booked-Items), select the library database.
CARDS & LABELS
Cards and labels print barcodes, spine labels, book pocket cards, multi-page forms, address labels, and index cards. Most card and label names contain a dash followed by a number, which signifies that the report was created to run on special stock (the number is an Avery stock number unless otherwise indi- cated). When creating cards or labels for equipment, select the equipment database.
EQUIPMENT LISTS & FORMS
Equipment lists and forms include equipment items and verification forms. Items must be in the equipment database and the equipment database must be selected in order for the items to be included in equipment reports.
FINE LETTERS
Fine letters are sent to patrons who have returned items but have outstanding fines due. One fine letter is created for each patron. Generating fine letters on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
FINE LISTS
Fine lists include patrons who have outstanding fines. With the lists that include a “Selected Range Of Days,” the user can generate lists that correspond to the Fine Letter or Fine Notices that have been generated. Lists in shelflist order are sorted by call number, title, and author.
FINE NOTICES
Fine notices are distributed to patrons who have returned items but have out- standing fines. One fine notice is created for each item having an outstanding fine. Notices are printed four per page and can be separated for distribution. Unlike fine letters, fine notices do not contain address information. Generating fine notices on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
OVERDUE LETTERS
Overdue letters are sent to patrons with items that have exceeded the due date. Overdue letters do not include a fine amount unless specified in the report cri- teria. Generating overdue letters on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
OVERDUE LISTS
Overdue lists include patrons who have outstanding loans. With the lists that include a “Selected Range Of Days,” the user can generate lists that correspond to the Overdue Letter or Overdue Notices that have been generated. Lists in shelflist order are sorted by call number, title, and author.
OVERDUE NOTICES
Overdue notices are distributed to patrons who have outstanding loans. One overdue notice is created for each overdue item. Notices are printed four per page (except for faculty notices, which are printed on a single page) and can be separated for distribution. Unlike overdue letters, overdue notices do not contain address information. Generating overdue notices on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
PATRON LISTS
Patron lists provide information about patrons and are generated from the library database. The “Public or Academic” reports provide address infor- mation, and the “School” reports provide grade, homeroom, and teacher information.
STATISTICAL REPORTS
Statistical reports include statistics for the following areas: circulation, fines, in-house circulation, loans (including hourly), renewals, and transactions.
TRANSACTIONS LISTS
Transactions lists include items on hold, returned via in-house circulation, loaned, renewed, and reserved.
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