No edit summary |
m (Enlarged headings and images) |
||
| Line 1: | Line 1: | ||
== '''1.''' '''OpenRS''' '''items''' '''borrowed by your patrons''' == | |||
'''1.''' '''OpenRS''' '''items''' '''borrowed by your patrons''' | |||
Got to the Requests App and select "Holds" and "Closed - Filled" | Got to the Requests App and select "Holds" and "Closed - Filled" | ||
[[File:Active_OpenRS_Loans_image1.png|thumb|center| | [[File:Active_OpenRS_Loans_image1.png|thumb|center|301x301px]] | ||
On the top right click on "Actions and then "export search results to CSV" | On the top right click on "Actions and then "export search results to CSV" | ||
[[File:Active_OpenRS_Loans_image2.png|thumb|center| | [[File:Active_OpenRS_Loans_image2.png|thumb|center|301x301px]] | ||
Sort the "Current due date" by A- to Z | Sort the "Current due date" by A- to Z | ||
[[File:Active_OpenRS_Loans_image3.png|thumb|center| | [[File:Active_OpenRS_Loans_image3.png|thumb|center|290x290px]] | ||
Make sure to choose "Expand the selection" | Make sure to choose "Expand the selection" | ||
[[File:Active_OpenRS_Loans_image4.png|thumb|center| | [[File:Active_OpenRS_Loans_image4.png|thumb|center|294x294px]] | ||
Lines that show a library of DCB and a due date in the future are current checkouts: | Lines that show a library of DCB and a due date in the future are current checkouts: | ||
[[File:Active_OpenRS_Loans_image5.png|border| | [[File:Active_OpenRS_Loans_image5.png|border|369x369px]] | ||
They will show patron information but not which library the book came from. | They will show patron information but not which library the book came from. | ||
| Line 28: | Line 24: | ||
Items showing in transit: | Items showing in transit: | ||
[[File:Active_OpenRS_Loans_image6.png|border| | [[File:Active_OpenRS_Loans_image6.png|border|398x398px]] | ||
For the most part are returns but can also include broken links and records checked out after they expired on the hold shelf. | For the most part are returns but can also include broken links and records checked out after they expired on the hold shelf. | ||
'''2.''' '''OpenRS''' '''items lent by your library''' | == '''2.''' '''OpenRS''' '''items lent by your library''' == | ||
Go to the Request App and select "Pages" and "Closed - Filled" | Go to the Request App and select "Pages" and "Closed - Filled" | ||
[[File:Active_OpenRS_Loans_image7.png|thumb|center| | [[File:Active_OpenRS_Loans_image7.png|thumb|center|255x255px]] | ||
Go to the Actions menu on the top right and select "Export search results to CSV" | Go to the Actions menu on the top right and select "Export search results to CSV" | ||
[[File:Active_OpenRS_Loans_image8.png|thumb|center| | [[File:Active_OpenRS_Loans_image8.png|thumb|center|218x218px]] | ||
Sort the "Pickup Service Point" column by A to Z, also expanding the selection: | Sort the "Pickup Service Point" column by A to Z, also expanding the selection: | ||
[[File:Active_OpenRS_Loans_image9.png|thumb|center| | [[File:Active_OpenRS_Loans_image9.png|thumb|center|189x189px]] | ||
All Service Points beginning with DCB are OpenRS | All Service Points beginning with DCB are OpenRS | ||
| Line 52: | Line 47: | ||
Sort the "Current due date" column by A to Z also expanding the selection: | Sort the "Current due date" column by A to Z also expanding the selection: | ||
[[File:Active_OpenRS_Loans_image10.png|thumb|center| | [[File:Active_OpenRS_Loans_image10.png|thumb|center|270x270px]] | ||
Those entries <span class="bookmark-start" id="_GoBack"></span>with current due dates should still be checked out. The "Requestor barcode" column can show the barcode for the owning library to identify the patron, and the "Pickup service point" will show which library. | Those entries <span class="bookmark-start" id="_GoBack"></span>with current due dates should still be checked out. The "Requestor barcode" column can show the barcode for the owning library to identify the patron, and the "Pickup service point" will show which library. | ||
[[File:Active_OpenRS_Loans_image11.png|border| | [[File:Active_OpenRS_Loans_image11.png|border|534x534px]] | ||
Contact information can be found on the Circ and ILL contact list: | Contact information can be found on the Circ and ILL contact list: | ||
[https://mobiusconsortium.org/circulation-and-ill-contact-list https://mobiusconsortium.org/circulation-and-ill-contact-list] | [https://mobiusconsortium.org/circulation-and-ill-contact-list https://mobiusconsortium.org/circulation-and-ill-contact-list] | ||
Latest revision as of 22:47, 5 December 2024
2.4.1.1 1. OpenRS items borrowed by your patrons
Got to the Requests App and select "Holds" and "Closed - Filled"
On the top right click on "Actions and then "export search results to CSV"
Sort the "Current due date" by A- to Z
Make sure to choose "Expand the selection"
Lines that show a library of DCB and a due date in the future are current checkouts:
They will show patron information but not which library the book came from.
Items showing in transit:
For the most part are returns but can also include broken links and records checked out after they expired on the hold shelf.
2.4.1.2 2. OpenRS items lent by your library
Go to the Request App and select "Pages" and "Closed - Filled"
Go to the Actions menu on the top right and select "Export search results to CSV"
Sort the "Pickup Service Point" column by A to Z, also expanding the selection:
All Service Points beginning with DCB are OpenRS
Delete the service point rows for your library from the spreadsheet.
Sort the "Current due date" column by A to Z also expanding the selection:
Those entries with current due dates should still be checked out. The "Requestor barcode" column can show the barcode for the owning library to identify the patron, and the "Pickup service point" will show which library.
Contact information can be found on the Circ and ILL contact list:
https://mobiusconsortium.org/circulation-and-ill-contact-list
