Running a ReportRunning 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

RENAME THE REPORT IN THE REPORT NAME FIELD

• This is the only change needed in the Basic Information Fields

• Let’s look at the Search String button - Select it with the mouse

- Report name should be no more than 30 characters

ABC List Bibliography

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

These fields are sometimes used

Publication year: Date published before, after, equal to or a range of datesNumber of libraries: Specified number of how many libraries own this itemNumber 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 ?

Let’s look at the Call Number

Selection tab

These fields should never be used

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

Class scheme: Leave blank to search all since we use Dewey exclusively

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 ?

Let’s look at the Item

Selection tab

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

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 catalogLast activity date: Usually last check-in date, could be any modification

Shelf location: Choose from gadget list; will usually be stacks or un-cat

Number of checkouts: Current: 0=on shelf, 1=checked out, 2+=renewed

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

Date/Number inventoried: Date last inventoried / Number of times inventoried

Number of inhouse checkouts: Used in inventory checkouts

These fields are rarely used

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 (Un-Cat) Records ?

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

These fields are sometimes/often used

Let’s look at the Sorting

tab

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:Shadowed items – View only items the public cannot see (Un-cats)

Public and Shadowed items – View all items including Un-cats

Public items - Choose to see what the public views (no 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:

Publication year, then entry list : Will print item year of publication followed by entries specified in the Catalog entry list.

First call number, Publication year, Entry list : Will print item call number, 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.

Control record data : Will print information associated with the bibliographic record only – Created by, Modified, holds, bib level…

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.

Brief copy information: this selection prints the copy number, item ID, the item library and its current location

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

No copy information: will exclude any item copy level details

Abbreviated copy and circulation information: includes much of the information that is included in the combined Copy Information and Circulation Information

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

Copy comments: All the Comments in the Extended Information section are printed

Holds: All of the item’s current holds are printed, with the first field reflecting the number of current holds

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