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Collection Management Reports

1. Copy listings by shelfmark

  1. A list of titles and associated copies by shelfmark per location/loan status. Parameters are location and loan status. (CA004 in Jasper and OLIB Web under Cataloguing Reports.)
  2. Stock review by shelfmark.  Parameters are location, shelfmark start and end (all mandatory), plus shelf and sub-location (both optional).  The output is sorted by classmark but note that the sequencing uses computer squencing and doesn’t take into account the number of characters, e.g. WY100 files before WY80.  It is possible to export to Excel and then sort as required, e.g. by title, though this might require the unmerging of cells.  (CA012 in Jasper; there is also a similar OLIB Web Report Number 526 under Cataloguing Reports “MASTER Titles with a Classmark stem at a location”).

2. Copies published before a certain date (no circulation parameter)

  1. Copies at location published in or before XXXX and not reference  (Available in OLIB Web only.  Report Number 433 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & not reference”)
  2. Copies at location published in or before XXXX and not in a particular collection (Available in OLIB Web only.  Report Number 544 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & not in a particular collection”)
  3. Copies at location published in or before XXXX and not on a particular shelf  (Available in OLIB Web only.  Report Number 444 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & not on a particular shelf”)
  4. Copies at location published in or before XXXX and not on a particular shelf and with a particular ownership  (Available in OLIB Web only.  Report Number 517 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & not on a particular shelf and with particular ownership”)
  5. Copies at location published in or before XXXX and not on a particular shelf and ownership is null  (Available in OLIB Web only.  Report Number 516 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & not on a particular shelf and ownership is null”)
  6. Copies at location published in or before XXXX and excluding those with particular copy note(s)  (Available in OLIB Web only.  Report Number 528 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & excluding those with particular copy note(s)”)
  7. Copies at location published in or before XXXX and including those with particular copy note(s)  (Available in OLIB Web only.  Report Number 530 under Cataloguing Reports “MASTER Copies at location published in or before XXXX & including those with particular copy note(s)”)

3. Copies with a particular copy note

  1. Copies at location with particular copy note(s) (no publication date parameter)  (Available in OLIB Web only.  Report Number 539 under Cataloguing Reports “MASTER Copies at location with particular copy note(s) (no publication date parameter)”)

4. Copies not borrowed since a certain date, or never borrowed

  1. Copies which have never been borrowed. (Available in OLIB Web only.  Report Number 389 under Circulation Reports “MASTER – Copies which have never been borrowed”.)  This can also be achieved by a refined search.
  2. Copies which have never been borrowed published in or before a particular year ( Jasper report CM004.  OLIB Web Report Number 419 under Circulation Reports “MASTER – Copies which have never been borrowed – published before XXXX”.  Report Number 483 is the same but also shows the publication year.)  In Jasper enter the publication years in the format XXXX; and enter the end date as the year after that required, e.g. if you want the publication years 1990 to 1995, enter the start year as 1990 and the end year as 1996.
  3. Copies which haven’t been borrowed since X (or have never been borrowed) published in or before Y added before Z  – shows shelf (Available in OLIB Web only.  Report Number 569 under Circulation Reports “MASTER Copies which have not been borrowed since X (or never borrowed) – published before Y – added before Z – shows shelf”).  If you aren’t concerned about the ‘added before’ parameter, set this to a date in the future, and it will include all copies. 
  4. Copies which haven’t been borrowed since X (or have never been borrowed) published in or before Y added before Z  – shows shelf and collection (Available in OLIB Web only.  Report Number 595 under Circulation Reports “MASTER Copies which have not been borrowed since X (or never borrowed) – published before Y – added before Z – shows shelf and collection”).  If you aren’t concerned about the ‘added before’ parameter, set this to a date in the future, and it will include all copies.
  5. Copies which have not been borrowed since XXXX – published before XXXX (doesn’t include copies never borrowed).  (Available in OLIB Web only.  Report Number 420 under Circulation Reports “MASTER – Copies which have not been borrowed since XXXX – published before XXXX (doesn’t include copies never borrowed)”)