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SirsiDynix Migration
Migration Update

Message from INFOhio Technical Support
April 2, 2007

INFOhio customizes, writes new reports for WorkFlows®

Using the comments of several INFOhio users of SirsiDynix WorkFlows and ITC providers, INFOhio Technical Services staff is continuing to tailor WorkFlows Reports for INFOhio library customers. The process usually takes an existing report and revises its selection and sorting criteria. Also, output options are often changed. Each report is tested thoroughly by Ohio library staff. Sometimes a report is completely re-coded by INFOhio staff. Once finished, the new report is added to the INFOhio tab in WorkFlows and distributed to all 23 ITCs for use by more than 2,000 buildings using WorkFlows through INFOhio. The process is time-consuming, but the end result is a report specifically designed for Ohio's K-12 needs.

The screen illustration below shows a recent version of the INFOhio tab.
Copyright © 1996-2006, SirsiDynix Corporation. All Rights Reserved. Image used with permission.
Copyright © 1996-2006, SirsiDynix Corporation. All Rights Reserved. Image used with permission.

A few highlights about some of the newer INFOhio reports:

CAS: Value of Collection - Uses item price field values to report the total value of an item group or all item groups, by building or district.

CAT: Item Count - Uses item information to report the copies for each item group, by building or district.

CAT: Shelf List - Reports lists of library holdings for an entire collection or subset (e.g., item group, current status, funding source). Three output options are available: brief, long and spreadsheet. Lists can be narrowed by various date criteria.

CIR: Active Loans -

CIR: List of Overdues / Fines - Reports a list of student overdues and/or overdue fines, sorted by homeroom, one homeroom per page.

CIR: Monthly Circ Count - Reports circulation statistics for the last 30-day period for each item group, by building or district.

CIR: Overdue Desk List - Reports a list of student overdues, sorted by homeroom, one homeroom per page.

CIR: Overdues and Notices - Reports student obligations to the library in various formats. Each provides sort options.
 

Brief, Default - Name, Room, Title, Amount, Obligation

Brief, With Totals - Name, Room, Title, Amount, Obligation, and includes Estimated Fines and Grand Total for each student

Long, Default - Name, Title, Call number, Price, Barcode number, Author, Relevant dates, Obligation, Amount owed

Long, Default - Provides for selection of various fields, brief standard message.

Notices - Reports patron obligations as individual forms. Provides for selection of various fields, brief standard message.

CIR: Receipts - Reports money received and money forgiven for a designated time period, by building or district.

LBL: Dumb Labels - Creates generic item or patron labels for a specific building. The last number used is tracked automatically, eliminating the need to enter a starting number. The starting label position for the first page and the number of labels to be printed can be designated.

LBL: Item Labels - Creates specific item barcode or spine labels for items in a library's collection. Label selection can be narrowed by various date criteria and by collection subset (e.g., item group, current status, funding source). Various sort options are provided.

LBL: User Labels - Creates specific patron barcode labels for registered patrons. Label selection can be narrowed by various criteria  (e.g., homeroom, date registered). Various sort options are provided.

PAT: List Users - Reports a list of patrons, by building or district. Building reports can be narrowed further (e.g., by homeroom, grade). Three output options are available: brief, long and spreadsheet. Various sort options are provided.

VEN: Vendor Load Report - Used by ITC providers to verify records they load for their customers.

Documentation for all INFOhio reports is available in Section 15 of INFOhio's WorkFlows manual. Those INFOhio library automation customers who need the username and password should contact the ITC provider who provides their support.

Work continues to identify and deliver additional INFOhio reports. INFOhio library automation customers are encouraged to contact their ITC provider with suggestions, both for new reports and improvements to existing reports. Several providers have volunteered to serve on a Work Team to evaluate and prioritize suggestions from the field and to test reports before their release to INFOhio customers. Thanks to everyone helping improve this INFOhio component!

 

Last Updated on April 2, 2007

By INFOhio Webmaster

E-mail: webmaster@infohio.org

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