[Wactclc-alma] Weeding reports

McGaughey, Colleen Colleen.McGaughey at cptc.edu
Tue Sep 8 09:35:13 PDT 2020


I think it would be great to add a report for monthly number of items withdrawn. I tried to create one, but am getting an error when I add the filter "is between Aug 1, 2020 and August 31, 2020"

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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Wednesday, September 2, 2020 12:18 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Weeding reports

I added one more analysis to this folder:

Titles with Multiple Material Types Part 2

This analysis uses the titles from 'Titles with Multiple Material Types' as input, using the 'filter using data from another report'.

This 'Part 2' analysis enumerates the items associated with the titles identified by part 1, and lists barcode, holding call number, item call number (in case it's different than holding), material type, material type count, location.

You could further filter part 2 on material type and location if desired.


Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Wednesday, September 2, 2020 9:47 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Weeding reports

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

Based on Coleen's recent weeding use-cases, I've created 3 weeding reports in the WACTCLC analytics consortium folder:


/shared/Community/Reports/Consortia/WACTCLC/Weeding


The reports are:

Titles with Multiple Material Types

A list of titles with multiple material types attached.

Includes locations, but does not include the associated material types, just the fact that a title has more than one material type.

There are more sophisticated ways of doing this (pivot tables, more complex formulas).

But this is the simplest way to get to a usable list for most use-cases.

Weeding report based on last loan date and creation date

This analysis finds items that have not circulated since a certain date (or at all), and that were created prior to a certain date.

You can adjust the analysis by adjusting the dates in the filters.

Titles with electronic portfolios and physical items

This analysis identifies title records containing both electronic portfolios and physical items.

This analysis looks for electronic portfolios and physical items on the same title record.

If that is not your cataloging practice, this analysis will not find anything

Duplicate or the Same Titles with Electronic Portfolios AND Physical Items

If you suspect you have duplicate titles with some combination of electronic portfolios and physical items, you can try this analysis.

This analysis uses multiple subject areas (title, e-inventory, physical item) in an attempt to identify title records with some combination of portfolios and items across those duplicated titles.

Like the analysis above, this one may not find anything, depending on your cataloging practices.





Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org



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