How to produce a Loan Report
Login to Aleph using your personal login information. The SMUCIRC login does not provide the necessary privileges.
- Under ‘*Services’ on the toolbar, select ‘Reports’, then ‘Loan Report (cir-04)’.
A new window will pop up. Fill out the fields as outlined below (see example at the end of this section).
- ‘*Output file’: give the file a name. For example: ‘SMU_3rdOVDMAY’.
- Put the month when the third overdue would have been at the end.
- ‘Sublibrary’: Saint Mary’s University.
- Be sure to select a library.
- ‘Loan Status’: Select ‘All. This will include active loans, items claimed returned, and items declared lost.
- ‘Patron Status’: Select ‘Include the following patron statuses’ and then select ‘All’ in the Patron Statuses box.
- Due Date From’ and ‘Due Date To’: Use the following guidelines:
- First overdue notice: Eight days after due date
- Second overdue notice: Twenty one days after due date
- Third overdue notice: Sixty days after due date
- BFR: Ninety days after due date
- If you want to know about third overdue notices that will be produced for July 1-31, the books would have been originally due May 1-31 (approximately). In Due Date From enter, for example, 05/01/2006 and in Due Date To enter 05/31/2006.
- You then have thirty days to find a price for the item before the BFR is produced. Approximately, a book due May 2 will generate a third notice around July 2, and a price needs to be found before August 2.
- ‘Sort report by’: Sort the report by the Due Date so you know which ones need prices ASAP.
- Item Status: Select ‘All’.
- *Report Language: English.
- Report Format: Of the two options:
2) Patron name/ Patron Barcode / Item Barcode/item Status/Bib Info.
- Print ID: smu_circ.
The form will look something like the following:
When the form has been completed, click ‘Submit’. You will receive the Server message
“Job was submitted to queue”. Select ‘Ok’ and wait for the print job to appear in the Task Manager - FileList.
From the main 'Aleph' screen, locate the 'Admin' tab on the main screen and under 'Task Manager', select the 'FileList' node:
From the main 'Aleph' screen, locate the 'Admin' tab on the main screen and under 'Task Manager', select the 'FileList' node:
Highlight the report in the Remote Name pane, and click the up arrow to move the report into the Local Name box at the top. Highlight the report the Local Name pane and select print (see instructions on how to produce a report for modifying, thus enabling you to add columns and information). |
Keep track of the last date range printed, and then print the next report starting with the last end due date.
If no records appear on your Loan Report, then that means you have no book prices to worry about for the period of time you selected.
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