[Wactclc-alma] Changing loan status

[Guidry, Wade]

Strictly speaking, if we're talking about a field called "Loan Status", "Loan Status" is a field in a loan transaction record (in the Fulfillment subject area), and so is associated with a single library transaction, rather than an item.

As such, loan status tells you something about the transaction, rather than the item.

If loan status = none when you search for an item in the Fulfillment subject area, that just means that no transaction exists for the item.

Elena, if you shared a screenshot of the analysis you're running, and also the goal of the analysis.








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

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Elena Bianco
Sent: Monday, February 14, 2022 10:40 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Changing loan status

Hi Kirsti:

I just want to change how it shows in the Analytics report that is being emailed to some folks outside of the library. Nobody knows what "none" means in terms of an item's status. I want to make it clear that a loan status of "none" means that the item is on the shelf.

Thanks!

Elena



Elena Bianco

Systems & Technical Services Librarian

Skagit Valley College Library

2405 E. College Way

Mount Vernon, WA 98273





________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Thomas, Kirsti <Kirsti.Thomas at seattlecolleges.edu<mailto:Kirsti.Thomas at seattlecolleges.edu>>
Sent: Monday, February 14, 2022 10:34 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Changing loan status


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<mailto:kirsti.thomas at seattlecolleges.edu>









From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto: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<mailto: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







CAUTION: This email originated outside of the Seattle Colleges' email system. Do not click links or open attachments unless you recognize the sender and know the content is safe. Questions? Contact IT Services at x6333 (Central), x3630 (North), x5844 (South) or email ITHelp at seattlecolleges.edu<mailto:ITHelp at seattlecolleges.edu>.


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