[Wactclc-alma] Changing loan status

[Thomas, Kirsti]

Elena,

Do you mean you just want to change how the loan status displays in the Alma Analytics report, or do you want to somehow edit the actual, real loan status?

If you want to count loans where the loan status is "None" together with the loans where the loan status is "active" just for the report, you can use something called a CASE statement (which I learned about from Wade. Thanks, Wade!)

The first line of the CASE statement lists the Alma Analytics field you want to take info from.
The next line(s) list the words or phrases that will show up as values in the normal report, and what you want to change that value to
The last line of the CASE statement ends it.

For example, we have different User Group names based on the campus someone belongs to, but I have a report where I want to count all employees together and all students together and not care which College they belong to.  I use a CASE statement for that-- in the Criteria tab, click on the gear button for the field you want to use and then select Edit Formula.  Replace whatever is in the big text box with your CASE statement.

CASE "Borrower Details"."User Group"
WHEN 'Central Administrator' THEN 'Employee'
WHEN 'Central Fac. (PT)' THEN 'Employee'
WHEN 'Central Fac. (FT)' THEN 'Employee'
WHEN 'Central Staff' THEN 'Employee'
WHEN 'Central Student' THEN 'Student'
WHEN 'Central&South Student' THEN 'Student'
[the WHEN statements go on for another 20+ lines or so]
ELSE 'Other' END


Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu




From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Martin, Melinda
Sent: Monday, February 14, 2022 09:24
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Changing loan status

Have you run a filter on the column?
If not – here is how…
When you go in to edit the report, you click “criteria” and then click on the Loan Status column settings button, drop down to filter, and then select “Is Equal to” and select those you wish to include. Then save the report or save it as something different (if you need to keep the previous report).
-Melinda

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Elena Bianco
Sent: Monday, February 14, 2022 8:26 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Changing loan status

Good morning all. Does anyone know if it is possible to change the loan status category which currently is "none" to "available" in an analytics report?

Thanks!

Elena



Elena Bianco

Systems & Technical Services Librarian

Skagit Valley College Library

2405 E. College Way

Mount Vernon, WA 98273





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