[Wactclc-alma] [EXTERNAL*]-Re: Changing loan status

Thomas, Kirsti Kirsti.Thomas at seattlecolleges.edu
Mon Feb 14 11:11:49 PST 2022


Than a CASE statement will definitely work.

Here are some different CASE statements I use for reports involving Item Process Type.  Modify for your own use. 😊

CASE "Physical Item Details"."Process Type"
WHEN 'In Process' THEN 'Damaged'
WHEN 'Loan' THEN 'On Loan'
WHEN 'Lost' THEN 'Lost'
WHEN 'None' THEN 'Available'
WHEN 'Missing' THEN 'Lost'
WHEN 'Transit' THEN 'Available'
ELSE 'Other' END


CASE "Physical Item Details"."Process Type"
WHEN 'In Process' THEN 'Not Lost'
WHEN 'Loan' THEN 'Not Lost'
WHEN 'Lost' THEN 'Lost'
WHEN 'None' THEN 'Not Lost'
WHEN 'Missing' THEN 'Missing'
WHEN 'Transit' THEN 'Not Lost'
ELSE 'Other' END


Here's what the first example ends up looking like in a Table report:

[cid:image002.png at 01D82193.A8057A30]


Or a pie chart report:

[cid:image003.png at 01D82193.A8057A30]


It will be ok!

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> On Behalf Of Elena Bianco
Sent: Monday, February 14, 2022 10:48
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [EXTERNAL*]-Re: Changing loan status

Hi Melinda:

Thanks. I do know how to run the filters on columns. I want the loan status "none" items to show, but I want to change the heading of the column in my pivot table so people outside of the library knows that if a loan status is "none" that it means it's available. I want to change "NONE" to Read AVAILABLE

[cid:image001.png at 01D82193.10AAFCA0]




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 Martin, Melinda <Melinda.Martin at scc.spokane.edu<mailto:Melinda.Martin at scc.spokane.edu>>
Sent: Monday, February 14, 2022 9:23 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [EXTERNAL*]-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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