Impromptu Report Documentation

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Report Title	Current Hold Recall by Pick Up and Item Location
Report Reference #
Revision Date	2007-12-03
Requestor	Susan Arruda

 

Impromptu File Name	Directory	Catalogue Name
Hold_Recall_by_Pickup_Item_Location.imr	C:\Impromptu Web Reports\Hold_recalls	C:\ Impromptu Web Reports\holds_cat

 

Web File Name ( login)	Web News Box
Hold_Recall_by_Pickup_Item_Location (see sample)	TUG Reports and Cubes > Circulation > Holds and Recalls

 

Report Description:

This report creates a list of items with an outstanding hold/recall status according to the selected library pickup location (s). There is also a prompt which allows items from the same library as the selected pickup location to be included in the report (regardless of where the pickup location is for these items). The reports lists the full call number, item barcode, title, patron last/first name, pick up location name, hold recall create date, patron institution id and the patron email address.  When viewing reports in csv format, the first four columns are in the order of patron first name, email address, title and full call number. This column order is required to send automated Item Available Email Notices to patrons when TRELLIS is not available.

Prompt	Type	Description
library pickup location (s)	Picklist	Select the Pickup library (s) to include in the report
Include holds on items from same library? YES or NO	Type in	Enter "YES" if you want to include items that belong to the same library as the selected pickup location. These items will be included even if the pickup location does not match the selected location.   Enter "NO" to only include holds for items that are to to be picked up at the selected library(s) Default = NO

 

Filters:

Hold_Recall_by_Pickup_Item_Location

Sort Order:

• Sort Call Number
• Hold Recall Create Date

Data Elements:

• Full Call Number
• Item Barcode
• Title
• Patron Name-Last,First
• Pickup Location Name
• Hold Recall Create Date
• Institution Id
• Email Address

Important Notes:

The report with the "YES" option is used to identify items with an outstanding hold/recall requests according to the selected Pickup location and to identify items from the same library that have outstanding hold/recall requests (regardless of where the pickup location is). This option will be used a UW to load into the Digital Library Assistant.

Estimated run time:

< 5 minutes

Report Developer:

Susan Arruda