AAR process for 2008

2008/09

• October list, prep for billing.
  Worksheet for Final list: If you want to sort by call number, there are two methods:
      1. click the first call number at the top of the CALL NO. column
      2. Top of Excel page: Home; (Editing) Sort and Filter; Sort A-Z.
      OR
      1. click the first call number at the top of the CALL NO. column
      2. Right click the call no.; Sort; Sort A-Z.
• FINAL list clean up AND FINAL search August 2009:
  List prepared Aug. 21  to review for final report and billing
  Final list of Institution Overdues produced at end of shutdown process. | List of checked out items as of 12/29/08

phase two: items due through 3/31/09 (circulated via Navigator)

not yet in progress; to be determined

Helpful links: Fines, fees and reimbursements, and Responsibility for lost items | full process (written in 2007)

2007/08

 schedule | who's finished searching

Final list for FY07/08 (due through Spring 08).  Number of Items originally submitted: 820. Found or returned: 133. Damaged: 110.

Number of items on final list for reimbursement, Lost & Damaged: 684.

(note: numbers won't exactly add up because some items were removed and others added after the lists were originally submitted)

AAR list online

We use an online spreadsheet (Goodgle Spreadsheets) that each member can access during the searching process.

If you have questions, feel free to call or e-mail Caroline Mann: 503-943-7420, or mann@up.edu

Go to AAR List for Searching

Review list for reconciliation (items lost and damaged): [page removed. See final list].  This will be the final list used for billing.

1. Use the tab marked <FINAL>. If you want to see what was removed you can also look at the tab labeled <found-retrnd>.
2. Columns are re-ordered from the default order that would come from an INN-Reach report; Owner is the first column; Patron Number is next to Borrower.
3. Data filter is turned on. Notice the arrows in the corner of each column heading. To see only your materials, click on the arrow, un-check the option marked "(Select All)" and then choose only your institution. Same for Borrower.
4. Page Layout options (margins, header/footer etc.) are set so this is printable with a minimum number of pages.

Using the online spreadsheet

1. Click on the link for the AAR list. You will be prompted to enter an e-mail and password. The e-mail is: summit@uoregon.edu. I'll send the password out on the listserv. You will now be able to view the list.
2. You can now print the list for searching (see below for printing instructions) or mark items as found (see below for instructions).

Marking items off the list (Found or Returned)

Reduce the number of items to search! Help out by marking off items that do not need to be searched because they've been found or returned.

1. When you find items, please mark them as found in the Found / Returned column by entering your institution's abbreviated name (e.g. OHSU).
2. Click on the Save & Close button before exiting.

Printing the list

There are two ways to print the AAR List.

• use the Print icon in the upper right hand corner, or,
  
• it's easier to export as an Excel document and then print. See below for instructions on exporting and printing. Please DO NOT sort columns in the online Google spreadsheet. You can sort columns after you export the list to your computer.
  

Exporting the list

1. Click on File (top left hand corner)
2. Click on Export
3. Choose .xls
4. Click OK to open with Microsoft Excel. The formatted list will open in Excel
5. In Excel, you can change the layout of the page as it best suits your searching needs and then print

Who has finished searching

(will be listed here)