WF: Reports to Manage Item Lifecycle

Reports that should be run regularly to manage your items 

Circulation reports

• Manage charged (checked out) items
  • Overdue notices 
  • Assumed lost report/notice
  • Long Overdue Report – Contact the WYLD Office for help setting up this report. For more information about what this report does, see the Mark Item Wizard, Assumed Lost Report, and Long Overdue Report article.
• Holds - Contact the WYLD Office for help setting up these reports.
  • Hold pickup notices  
  • Clean Hold shelf report OR Manage Hold Shelf Wizard
  • Monitor the library's On Shelf Items wizard (items needed to fulfill holds)
  • Purchase Alert (optional)
• Additional maintenance
  • Regularly review the library's In Transit items using the transit wizard
    

Bibliographic reports 

• Missing and Lost items lists (use Analytics or WorkFlows report 'list bibliography' reports
• Remove Discards – Contact the WYLD Office for help with this report.

Ongoing maintenance by the WYLD office includes:  

• Removal of paid bill records over seven fiscal years old
• Removal of CANCELLED and FILLED holds over three months old
• Removal of charge history records over three years old