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Summit - Sharing Resources |
| Summit questions, scheduling, etc.: summit@uoregon.edu | Hot topic: AAR | Bookbands for 2008 |
Mid-year Institutional Overdue shelf checkThe report
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member |
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| Clark |
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SPU |
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| COCC |
1 |
SU |
0 |
| CWU |
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TESC |
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| EOU |
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UO |
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| EWU |
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UP |
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| GFU |
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UPS |
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| L&C | 9 |
UW |
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| Linf |
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Wall | |
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Whit |
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| MHCC |
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WU |
1 |
| OHSU |
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WOU |
1 |
| OSU | 3 | WSU |
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| Pacific |
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WWU |
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| PCC |
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| Reed |
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Call to action and instructions
3/26/08
To: Summit Borrowing Committee
From: Nancy Nathanson
Something to get excited about ! ?
** Mid-year IO report **
In consultation with the SBC chair, I've set up a process for a voluntary mid-year shelf check, to help clear some records and reduce the size of a clean-up list at the end of the year (last year's list started with 980 items). This would be an abbreviated process, and NOT an Annual Account Reconciliation. We're offering it as a way to help makes things a little easier later.
Suggested process:
1. Run an Institutional Overdues (IO) report, and set the minimum date as 40, so you're capturing items that have reached the billing stage. (instructions below)
2. Once I've received reports from everyone who's participating, I'll post a consolidated list on the web: just one single list for searching the shelves.
3. Let me know which item(s) you've found, and contact the other site to let them know it's found so you can clear the records.
that's all!
__________________________________________________________
In "Millennium"
To: Summit Borrowing Committee
From: Nancy Nathanson
Something to get excited about ! ?
** Mid-year IO report **
In consultation with the SBC chair, I've set up a process for a voluntary mid-year shelf check, to help clear some records and reduce the size of a clean-up list at the end of the year (last year's list started with 980 items). This would be an abbreviated process, and NOT an Annual Account Reconciliation. We're offering it as a way to help makes things a little easier later.
Suggested process:
1. Run an Institutional Overdues (IO) report, and set the minimum date as 40, so you're capturing items that have reached the billing stage. (instructions below)
2. Once I've received reports from everyone who's participating, I'll post a consolidated list on the web: just one single list for searching the shelves.
3. Let me know which item(s) you've found, and contact the other site to let them know it's found so you can clear the records.
that's all!
__________________________________________________________
In "Millennium"
- Change mode to INN-Reach Reports
- Select Institutional Overdues from the Report Type drop-down list
- In the Millennium DAYS text box enter minimum and maximum number of days that will return a list of overdue items from April 1 - March 31
- Choose Prepare
- Toggle from Barcode to Call Number so the Call Number is displaying
- Highlight all the rows in the list ("select all" function doesn't work)
- Press simultaneously <ctrl><c> to copy (the Edit > Copy function in Millennium won't work for this task)
- Open new Microsoft Excel document
- Click in the cell for A1 so it's highlighted
- Press simultaneously <ctrl><v> or select Edit > Paste from the Excel toolbar
- Save your Excel document as [your instn name]-08spring.xls*
- Send email message to summit@uoregon.edu and add spreadsheet as an attachment
note: please include in your list items accidentally marked as Claims Returned
Before you send your I.O. report to Nancy, it would be really helpful and would cut down on the amount of items that everyone has to search for it you would search your own stacks first for the items listed on your I.O. report.
Sometimes when items are returned from the borrowing institution the check-in gets missed and then gets shelved in your stacks. Please run your I.O. report, search your stacks, check-in any items found, run the report again, and then send to Nancy.
I would be happy to help any new staff or new sites with this process. If you have questions, please email or call me. (I will be out of the office this Friday). Thanks everyone!!
Lori Pagel/WOU
503-838-8881
pagell@wou.edu