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User Record Reports

1. User Records – listings

  1. User records without the email address populated  (Available in OLIB Web only.  Report number 82 under Users Reports “MASTER User records without email address”)
  2. User records with the email address populated  (Available in OLIB Web only. Report number 586 under Users Reports “MASTER User records with an email address”)
  3. User records with only the root email address root so these can be corrected (useful if the default root email has been implemented but the email address hasn’t always been populated properly)  (Available in OLIB Web only.  Report number 587 under User Reports “MASTER User records with only a root email for overdues”)
  4. User records with a specific email address root so these can be corrected (Available in OLIB Web only.  Report number 589 under User Reports “MASTER User records with specific email root for overdues – showing email”)
  5. User records without the Employing Authority (OLIB calls this the Department) populated  (Available in OLIB Web only.  Report number 78 under Users Reports “MASTER User records without the Employing Authority (Dept) populated”)
  6. User records with no User Type at a particular location  (Available in OLIB Web only.  Report number 232 under Users Reports “MASTER User records without a User Type”)
  7. A list of users by location and user category. The users are listed by join date and then alphabetically by name. Parameters are location and user category. (US002 in Jasper and OLIB Web under Users Reports)
  8. A list of members by department and course, giving total numbers on each course, within each department. Parameters are location, department, course code and join date. (US003 in Jasper and OLIB Web under Users Reports.  Also US003b in Jasper only which also optionally groups by Location, Department and Course)
  9. Users grouped by address and related circulation statistics.  (Jasper report US010).
  10. A list of expired users  broken down by user type.  (US011 in Jasper.  Also available in OLIB Web.  Report number 207 under Users Reports “MASTER Expired Membership by Location”.)  Parameters are location and date range.  Jasper version shows name, barcode, user category and expiry date.  OLIB Web version also shows join date.
  11. A list of user records last updated by a particular member of staff.  Parameters are staff borrower number, start date and end date.  (Available in OLIB Web only.  Report number 681 under Users Reports “MASTER Update Audit Trail report”)  Note that this was developed because refined searching doesn’t currently work – on the lists of possible future enhancements.  Note also that the report includes staff logins which can be ignored.
  12. User records deleted – 2 reports (Available in OLIB Web only.  Report numbers 689 and 690 under Users Reports “MASTER Audit Trail Borrowers Deleted In Past 3 Months/With Date Parameters”)  Output is barcode, name, date deleted and who deleted it.  Only works from 9th Sept 2016 after upgrade to SP7 and SP8.
  13. User records which have moved away from a particular location to any other location.  Parameters are old location, date range for change made (start and end), plus optionally new location.   Output is: date of change, barcode, surname and forename, old location, new location.  Sorted by surname.   (Available in OLIB Web only.  Report number 715 under Users Reports “MASTER Users: Location Updated”)
     

2. User Records – counts

  1. Count of user records by User Type  (Available in OLIB Web only.  Report number 388 under Users Reports “MASTER Count of user records in each User Type”)
  2. Count of user records linked to each User Type then broken down by location (no location parameter)  (Available in OLIB Web only.)
  3. Count of user records linked to each course – broken down by location (no location parameter)  (Available in OLIB Web only.  Report number 183 under Users Reports “MASTER Count of users at each location on each course (no location parameter)”)
  4. Count of unexpired users by Department (no location parameter)  (Available in OLIB Web only. Report number 282 under Users Reports “MASTER Count of unexpired user records in each Employing Authority (Dept) (no location parameter)”)
  5. Count of users registered over a particular period by any of category /institution/ location/ occupation/ – excluding archived users.  Note that the parameters are ‘or’ rather than ‘and’.  A report which ‘ands’ the parameters is on OCLC’s enhancement list.  (US004 in Jasper only)
  6. Count by location of users grouped by user category. (US006 in Jasper only).
  7. Count by location of users grouped by department = Employing Authority. (US007 in Jasper only.  Also US007b in Jasper only with optional location and department parameters and grouping levels and an option to include or exclude users with an expiry date earlier than the system date)
  8. Count by location of users grouped by occupation. (US008 in Jasper only)
  9. Count by location of users grouped by organisation (i.e. institution). (US009 in Jasper only)