Staff Client Help v6.7
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<h1><a name="XREF_75637_Choose_the"></a>Choose the transactions to log</h1>
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<p><a name="kanchor3652"></a><a name="IX_specifying_actions_to_log"></a> To set which Polaris transactions are logged:</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Database Tables </b>folder for the system, and select <b>Transaction Logging</b>. The Transaction Logging table appears in the details view.</li>
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<img alt="dTransLogTbl.gif" style="margin-bottom: 0.000pt;width: 412;height: 267;" id="image0" src="dTransLogTbl_412x267.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="2">Double-click the action you want to set. The Modify Transaction Logging dialog box appears.</li>
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</ol>
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<p class="indent2">
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<img alt="dTransLogDx.gif" style="margin-bottom: 0.000pt;width: 343;height: 85;" id="image1" src="dTransLogDx_343x85.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="3">In the <b>Log Transaction</b> box, select <b>Yes</b> to log every occurrence of the selected action, or select <b>No</b> if you do not want to log any occurrence of the selected action.</li>
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<li value="4">Click <b>OK</b>. The Transaction Logging entries are displayed. The new logging setting is shown in the selected entry.</li>
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<li value="5">Select <b>File | Save</b>.</li>
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</ol>
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<p class="NoteShade"><b>Important:<br /></b>If you change any transaction logging setting, you must restart the Message Queue service on the application server for the change to take effect.</p>
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<h4>Related Information</h4>
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<ul type="disc">
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<li value="1"><span class="FM_BulletHead">Reports</span> - Polaris provides a variety of reports that help you track and summarize transactions. Custom reports are also available from Innovative Interfaces for a fee. Additional reports by Polaris customers are available for download from the Innovative Customer Supportal (https://support.iii.com). In addition, Polaris SimplyReports software is available by separate purchase. With the Web-based SimplyReports, you can create thousands of custom reports by selecting different combinations of data elements, filters, and sorting options.</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>Statistical reports in Polaris SimplyReports use the Polaris Transactions database. You must log the transactions on which you want to report (see <a href="#XREF_75637_Choose_the">Choose the transactions to log</a>); otherwise, your statistical reports will be blank or inaccurate. The reports use data generated from the time you chose to begin logging the transactions.</p>
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<ul type="disc">
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<li value="1"><span class="FM_BulletHead">SQL queries and the Polaris Transaction Database</span> - See <a href="Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>.</li>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_75344_Logging"></a>Collecting Transaction Statistics</h1>
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<p>See:</p>
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<ul type="disc">
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<li value="1"><a href="Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>
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</li>
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<li value="2"><a href="Polaris_Transactions_Database.htm#XREF_41210_Polaris">Polaris Transactions Database</a>
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</li>
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<li value="3"><a href="Statistical_Summary_Report.htm#XREF_22890_System_Statistical">Statistical Summary Report</a>
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</li>
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<li value="4"><a href="Sending_Circulation_Statistics_to_Library_Journal.htm#XREF_18746_Sending">Sending Circulation Statistics to Library Journal</a>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_22808_Logging"></a>Logging Transactions</h1>
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<p><a name="kanchor383"></a><a name="IX_transactions_2"></a><a name="kanchor384"></a><a name="IX_logging_overview"></a>The Polaris transaction log records when an action occurs, the identification number of the user who did the action, and the records that the action affected. You can use the log to track operational statistics, troubleshoot problems, and generate reports. You determine what kinds of actions are logged, out of the thousands of Polaris transactions that can occur every day. The same transactions are recorded for all organizations in your Polaris installation.</p>
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<p>Entries in the Transaction Logging database table determine which transactions are logged. The Transaction Logging table is available only from the Administration Explorer. You must have the <b>Modify transaction logging table: Allow</b> permission to work with this table.</p>
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<p class="NoteShade"><b>Note:<br /></b>To log Polaris PowerPAC transactions, set the PowerPAC profile <b>Enable logging of transactions</b> (system level) to <b>Yes</b>.</p>
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<p>See also:</p>
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<ul type="disc">
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<li value="1"><a href="Choose_the_transactions_to_log.htm#XREF_75637_Choose_the">Choose the transactions to log</a>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_41210_Polaris"></a>Polaris Transactions Database</h1>
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<p><a name="kanchor2629"></a><a name="IX_database_1"></a>The tables in the Polaris Transactions Database provide the information necessary to track and report transactions in Polaris.</p>
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<p>If you have basic knowledge of writing SQL queries, you can query the Polaris Transactions Database directly to find more information about transaction types and specific transactions. Using Polaris SimplyReports, you can also construct detailed transaction reports without writing SQL queries. Custom queries and reports are also available from Innovative Interfaces for a fee, and you may find additional queries and reports created by Polaris customers that you can download from the Innovative Customer Supportal (https://support.iii.com). </p>
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<p>See also:</p>
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<ul type="disc">
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||||
<li value="1"><a href="#XREF_62648_Querying">Querying Transaction Database Tables</a>
|
||||
</li>
|
||||
<li value="2"><a href="#XREF_57666_Viewing_Specific">Viewing Specific Transactions</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Querying_Transaction"></a><a name="XREF_62648_Querying"></a>Querying Transaction Database Tables</h2>
|
||||
<p>You can run an SQL query to find the same kind of information that you select to include in the Polaris transaction log, using the Transaction Logging database table in Polaris Administration (see <a href="Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>). Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..TransactionTypes</b>
|
||||
</p>
|
||||
<p>The important columns in this table are:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">TransactionTypeID</span> - Type of transaction</li>
|
||||
<li value="2"><span class="FM_BulletHead">TransactionTypeDescription</span> - Brief description of the TransactionTypeID</li>
|
||||
<li value="3"><span class="FM_BulletHead">IsImplemented</span> - Defines whether Innovative Interfaces has implemented counting this transaction (1=yes, 2=no)</li>
|
||||
</ul>
|
||||
<p>When you search the TransactionTypes table, you may want to order by a particular column.  For example, add <b>Order by TransactionTypeID</b> to group transactions loosely by subsystem. Or add <b>Order by IsImplemented</b> to group all of the transactions that are currently selected to be logged.</p>
|
||||
<p>The TransactionSubTypes table provides additional details about the transaction type. Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..TransactionSubTypes</b>
|
||||
</p>
|
||||
<p>The important columns in this table are:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">TransactionSubTypeID</span> - Primary key of the table</li>
|
||||
<li value="2"><span class="FM_BulletHead">TransactionSubTypeDescription</span> - Brief description of the SubTypeID</li>
|
||||
</ul>
|
||||
<p>Each TransactionType has multiple TransactionSubTypes.</p>
|
||||
<p>ViewTransactions pulls together the information from the TransactionTypes and TransactionSubTypes tables, allowing you to see each type of transaction and the kind of data that Polaris retains. Run the following query:</p>
|
||||
<p><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Select * From Polaristransactions..ViewTransactions</b>
|
||||
</p>
|
||||
<h2><a name="TOC_Viewing_Specific"></a><a name="XREF_57666_Viewing_Specific"></a>Viewing Specific Transactions</h2>
|
||||
<p>Two tables contain information about specific transactions—TransactionHeaders and TransactionDetails. You will also need to refer to subsequent tables, such as TransactionTypes, TransactionSubTypes, ViewTransactions, and TransactionDetailStrings.</p>
|
||||
<p>The TransactionHeaders table contains the following basic information about specific transactions:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">TransactionID</span> - Unique identifier of the transaction</li>
|
||||
<li value="2"><span class="FM_BulletHead">OrganizationID</span> - Branch ID where the transaction occurred</li>
|
||||
<li value="3"><span class="FM_BulletHead">WorkstationID</span> -  Computer ID where the transaction occurred</li>
|
||||
<li value="4"><span class="FM_BulletHead">PolarisUserID</span> - Staff member ID who created the transaction</li>
|
||||
<li value="5"><span class="FM_BulletHead">TransactionDate</span> - Date/time when the transaction is saved to the database</li>
|
||||
<li value="6"><span class="FM_BulletHead">TransactionTypeID</span> - Type of transaction. See the TransactionTypes table.</li>
|
||||
<li value="7"><span class="FM_BulletHead">TranClientDate</span> - Date/time when the transaction was created on the workstation</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The TransactionDate and TranClientDate are usually within milliseconds of each other, but on some occasions they can be different. The TranClientDate is usually more accurate regarding when the transaction was created, unless the date/time is incorrect on the workstation. Make sure that the date/time are correct on your workstations. You can ensure consistency in server and client time settings. See <a href="../PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Ensuring Locale and Time Consistency</span></a>.</p>
|
||||
<p>The TransactionDetails table contains more details about the specific transaction. The following information is in the TransactionDetails table:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">TransactionID</span> - Unique identifier of the transaction</li>
|
||||
<li value="2"><span class="FM_BulletHead">TransactionSubTypeID</span> - Subtype (detail) that goes with the transaction</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For certain transactionsubtypes, the value in the NumValue field does not point to a specific record ID. Instead, it points to a value in the TransactionDetailStrings table. The transactiondetailstrings are used especially for PAC search transactions, when the author or title of a book or a branch name is recorded in the transactions database.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">NumValue</span> - Corresponds to the TransactionSubType. For example, if the <b>transactionsubtypeid</b> is 38 (<b>itemrecordid</b>), the NumValue displays the specific item record ID. If the <b>transactionsubtypeid</b> is 6 <b>(patronID</b>), the corresponding NumValue displays the specific patron ID.</li>
|
||||
<li value="2"><span class="FM_BulletHead">DateValue</span> - Date/time that a transaction occurred; currently used only for the subtypes 185 and 186 (CheckIn date and CheckOut date)</li>
|
||||
</ul>
|
||||
<p>To get a full picture of an actual transaction, link the TransactionHeaders and TransactionDetails table using the TransactionID.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+73
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Administration |Collecting Transaction Statistics">
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<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDlogging.fm" /><title>Sending Circulation Statistics to Library Journal</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDlogging/Sending_Circulation_Statistics_to_Library_Journal.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_18746_Sending"></a>Sending Circulation Statistics to <i>Library Journal</i></h1>
|
||||
<p><a name="kanchor4602"></a><a name="IX_overview_202"></a><span class="FM_Emphasis">Library Journal</span> collects and compiles statistics about fiction and non-fiction titles borrowed and requested from libraries throughout the United States. The top titles are ranked and listed twice a month in <span class="FM_Emphasis">Library Journal’s</span> “Best Sellers: Books Most Borrowed” feature, available at <b>www.libraryjournal.com</b>. A number of Polaris customer libraries contribute to these statistics.</p>
|
||||
<p>In participating Polaris libraries, circulation and hold request statistics for the library system are sent automatically to Innovative Interfaces on the 1st and 15th of each month. Innovative Interfaces combines the lists from all participating Polaris libraries, totals the number of circulation transactions and holds for the 60 days prior to the list date, sorts the titles by popularity and exports them in a spreadsheet to <span class="FM_Emphasis">Library Journal</span>. <span class="FM_Emphasis">Library Journal</span> does not receive, save, or publish statistics associated with each specific library that supplies statistics to Innovative Interfaces. </p>
|
||||
<p>You can control whether your system participates in the <span class="FM_Emphasis">Library Journal</span> feature through a Polaris Administration setting. At the system level, double-click the Patron Services profile <b>Contribute to LJ Books Most Borrowed </b>and select an option:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">No - Opt out</span> - Select this option if you do not want to participate.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Yes - Via Web Service</span> - <span class="FM_Emphasis">Default</span>. Select this option to participate. The job gathers the statistics and transmits them automatically to Innovative Interfaces.</li>
|
||||
<li value="3"><span class="FM_BulletHead">Yes - Via FTP</span> - Future functionality. Do not use.</li>
|
||||
</ul>
|
||||
<p>If <b>Yes</b> is selected, your statistics are automatically sent to Innovative Interfaces for processing on the 15th and 30th of each month. You do not need to do anything else to participate.</p>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+123
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Administration |Collecting Transaction Statistics">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDlogging.fm" /><title>Statistical Summary Report</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDlogging/Statistical_Summary_Report.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_22890_System_Statistical"></a>Statistical Summary Report</h1>
|
||||
<p><a name="kanchor4761"></a><a name="IX_report_19"></a><a name="kanchor4762"></a><a name="IX_report_18"></a>The Statistical Summary report provides detailed snapshots of the system, including database record counts, records added and deleted within a specified time period, and system activity within a specified time period.  To access this report, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>System</b> in the Polaris Reports dialog box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information on specifying the transactions that should be logged for reports, see <a href="Collecting_Transaction_Statistics.htm#XREF_75344_Logging">Collecting Transaction Statistics</a>.</p>
|
||||
<p>You can filter the report by date and by organization. The report includes the following categories and details, as well as the totals in each category and the grand total in each category for all selected branches (the sum of individual branches):</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To produce a report that includes all total counts but does not detail individual branch counts, select (check) <b>Summary only</b> on the Report Setup dialog box.</p>
|
||||
<h2>Record Counts</h2>
|
||||
<p>These are total counts, not restricted by date range.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Bib records with items</span> - Bibliographic records with at least one item attached, where the record owner is the reporting branch.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Bib records without items</span> - Bibliographic records with no item records attached, where the record owner is the reporting branch.</li>
|
||||
<li value="3"><span class="FM_BulletHead">Authority records</span> - All authority records with a status of Final.  Provisional and deleted records are not counted.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Item records</span> - All item records where the assigned branch is the reporting branch. Does not include provisional or deleted records, or items with a circulation status of Withdrawn.</li>
|
||||
<li value="5"><span class="FM_BulletHead">Patrons</span> - All patron records where the registered branch is the reporting branch.</li>
|
||||
<li value="6"><span class="FM_BulletHead">Staff</span> - All staff member records where the staff member organization is the reporting branch.</li>
|
||||
<li value="7"><span class="FM_BulletHead">Workstation</span> - All workstations where the workstation organization is the reporting branch.</li>
|
||||
</ul>
|
||||
<h2>Circulation Statistics</h2>
|
||||
<p>These are reported within a specified date range.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Check-outs</span> - All check-out transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch. Includes staff client renewals; PAC renewals; inbound telephony renewals; offline check-out; Polaris ExpressCheck check-out and renewals; Quick-circ check-out; SIP, NCIP or remote, third party check-out.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4763"></a><a name="IX_statistics_for_PAC"></a><b>Note:<br /></b>Renewals from PAC are counted as coming from the loaning branch.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Borrowers</span> - Counts all unique patron IDs in check-out transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Check-in</span> - All check-in transactions within the specified date range at all workstations where the workstation logon branch for the transaction is the reporting branch. Includes normal mode check-in; bulk mode check-in; offline check-in; in-house circulation; Quick-circ check-in; SIP or remote, third party check-in. Automatic-check-ins (those that occur during check-out or when holds are filled), and inventory check-ins (or Polaris Inventory Manager check-ins) are not counted.</li>
|
||||
<li value="3"><span class="FM_BulletHead">Overdue items checked in</span> - All transactions within the specified date range at all workstations where the workstation logon branch in the transaction is the reporting branch and the transaction indicates the item was overdue. The number of overdue items checked in is included in the count of total check-ins.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Holds placed</span> - Hold statistics are based on the holds transactions. Includes all hold requests where the workstation branch is the reporting branch and the requests have an activation date within the date range. Also includes re-activated requests, requests that have been suspended and re-activated, and requests placed from the PAC. (You can also see a separate count of PAC requests. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
<li value="5"><span class="FM_BulletHead">Holds satisfied</span> - All hold requests where the workstation branch is the reporting branch, and the requests have had a status of Held or Transferred with a status date within the date range.</li>
|
||||
<li value="6"><span class="FM_BulletHead">Holds cancelled</span> - All hold requests where the workstation branch is the reporting branch, and that have a request status of Cancelled with a status date within the date range. Includes requests cancelled from the PAC. (You can also see a separate count of PAC cancelled requests. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_41394_Records_Added_And"></a>Records Added And Deleted</h2>
|
||||
<p>These counts are based on transaction file data within the specified time period.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Bib records added</span> - All bibliographic records created within the date range where Organization ID is the reporting branch.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Authority records added</span> - All authority records created within the date range where Organization ID is the reporting branch.</li>
|
||||
<li value="3"><span class="FM_BulletHead">Item records added</span> - All item records created within the date range where the assigned branch in the item creation transaction is the reporting branch. Includes records with a status of Active or Provisional, but not those with a status of  Deleted.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Patron records added</span> - All patron records created within the date range where the Organization ID is the reporting branch. The Organization ID is the patron’s registered branch. The report counts all patrons registered for the selected branch, regardless of where the registration occurred, and includes PAC self-registrations. (You can also get a separate count of PAC registrations. See <a href="#XREF_68477_PAC_Statistics">PAC Statistics</a>.)</li>
|
||||
<li value="5"><span class="FM_BulletHead">Bib records deleted</span> - All bibliographic records deleted within the date range where the Organization ID is the reporting branch.</li>
|
||||
<li value="6"><span class="FM_BulletHead">Authority records deleted</span> - All authority records deleted within the date range where the transaction Organization ID is the reporting branch.</li>
|
||||
<li value="7"><span class="FM_BulletHead">Item records deleted</span> - All item records deleted within the date range where the assigned branch is the reporting branch.</li>
|
||||
<li value="8"><span class="FM_BulletHead">Item records withdrawn</span> - This count is not based on transactions, but on the item status and status dates. Includes all item records where the assigned branch of the item is the reporting branch; the item circulation status is Withdrawn; and the circulation status date falls within the selected date range.</li>
|
||||
<li value="9"><span class="FM_BulletHead">Patron records deleted</span> - All patron records deleted within the date range where the patron’s registered branch is the reporting branch.</li>
|
||||
</ul>
|
||||
<h2>Financial Amounts</h2>
|
||||
<p>These figures summarize monetary transactions within the specified time period.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">New charges</span> - All charges created within the date range where the parent branch of the workstation that created the charge is the reporting branch.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Money collected</span> - All amounts paid within the date range where the parent branch of the workstation that took the payment is the reporting branch. Includes full and partial payments, credit card payments, and payments made from PAC and Polaris ExpressCheck. If the workstation branch cannot be determined, the report credits the amount to the organization responsible for the charge.</li>
|
||||
<li value="3"><span class="FM_BulletHead">Refunds</span> - All amounts refunded (refund transactions) within the date range, where the workstation branch of the transaction is the reporting branch. Includes credit card refunds.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Net</span> - Money Collected minus Refunds.</li>
|
||||
<li value="5"><span class="FM_BulletHead">Amounts waived</span> - The sum of all waived amounts within the date range, where the workstation branch is the reporting branch.</li>
|
||||
<li value="6"><span class="FM_BulletHead">Outstanding fines</span> - The total of all charges where the organization identified in the charge (Patron Status workform - Account view) is the reporting branch. This is not all money owed by all patrons registered at the branch, but all money owed to the branch, regardless of who owes it.</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor4764"></a><a name="IX_statistical_summary"></a><a name="XREF_68477_PAC_Statistics"></a>PAC Statistics</h2>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the Statistical Summary report is run for <b>All</b> organizations, PAC statistics are based on PAC server activity. If the report is filtered by a specific branch, the report counts only in-library use, based on the PAC workstation login branch.</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><span class="FM_BulletHead">Patron logins</span> - All logins from PAC within the date range where the patron’s registered branch is the reporting branch. The count includes any login; for example, to view the patron account or to place a request.</li>
|
||||
<li value="2"><span class="FM_BulletHead">Patron self-registration</span> - A count of PAC registrations within the date range where the patron’s registered branch is the reporting branch. This number is also included in the total number of registrations reported (see <a href="#XREF_41394_Records_Added_And">Records Added And Deleted</a>).</li>
|
||||
<li value="3"><span class="FM_BulletHead">Holds placed from PAC</span> - All hold requests placed within the date range where the pickup branch is the reporting branch. The total is also included in the Holds Placed count in the Circulation Statistics section.</li>
|
||||
<li value="4"><span class="FM_BulletHead">Holds cancelled from PAC</span> - All hold requests cancelled within the date range where the pickup branch is the reporting branch. The total is also included in the Holds Cancelled count in the Circulation Statistics section.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4765"></a><a name="IX_statistics_for_PAC_1"></a><b>Note:<br /></b>Renewals from PAC are included in the Circulation section. They are counted as coming from the loaning branch. </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
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|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
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|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user