Impromptu Report Documentation

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Report Title	Hour and Minute Loans Discharged Overdue no Fine Fee Assessed
Report Reference #
Revision Date
Requestor	Alex McCulloch

Impromptu File Name	Directory	Catalogue Name
Hour_Minute_Overdues_no_fine.imr	C:\Impromptu Web Reports\Special_circ_trans_fines	circ_transactions.cat

Web File Name ( login)	Web News Box
Hour_Minute_Overdues_no_fine (see sample)	TUG Reports and Cubes>Circulation>Fines Fees

Report Description:

This report was developed in response to problems associated with inflated fines being assessed on overdue Hourly and Minute loan items that occurred with the installation of the Voyager 7 Circulation upgrade (December 2009). Fine Rates were changed to zero in the Circulation Policy Matrixes in order to prevent unwarranted Patron Blocks. This report identifies Hourly and Minute Loan Interval items that were discharged overdue past the original charge due date or past the last renewal due date and an overdue fine was not assessed on the patron record. The report cannot capture items that were overdue when renewed (a renewal transaction occurred past the due date, not a discharge transaction).

Prompt	Type	Description
Select the library discharge location.	Picklist	Select the library (s) where the item was discharged.
Enter the beginning and end discharge dates.	Type in	Enter the beginning and end dates to capture items discharged within the entered date range.

Filters:

• An Hour or Minute Loan Interval is assigned in the Circulation Policy Matrixes.
• The Item was discharged at the TUG library location (s) selected in the prompt.
• The Item was discharged within the date range entered in the prompt.
• The discharge date/time frame is greater than the latest due date/time.
• The overdue time frame is greater than the Grace period assigned inthe Circulation Polcy Matrixes.
• A Fine Fee has not been assessed on the Patron record for the overdue transaction.

Sort Order:

• Patron Name
• Discharge date/time.

Data Elements:

• Patron Id
• Patron Name
• Loan Interval
• Charge date/time
• Due date/time
• Discharge date/time
• Total minutes overdue
• Full Call Number
• Item Barcode
• Current Item Location
• Current Item Type

Important Notes: This report can be scheduled. The discharge date range for scheduled reports is December 14, 2009 to the current date that the report is run. Calculations for the correct overdue fine amount cannot be included in this report as the Fine Rates have been changed to zero as noted in the report description. The correct fine amount needs to be manually assessed on the Patron account according to the total minutes overdue and the established fine rate.

Estimated run time:

< 15 minutes

Report Developer:

Sue Arruda