Loan Count
If you want to include the total number of loans for an item in your Analytics report, you need to use a Physical Items report rather than a Fulfillment report. In the Physical Items report, go to Physical Item Details, then No of Loans. If you use a Fulfillment report, there is a measure called Loans that is actually year-to-date loans, not total.
Exporting MMS IDs
When you export a report to a csv file and open it in Excel, MMS IDs and Item IDs will get rounded, resulting in a number that ends in 000 rather than our institutional identifier of 811. To get around this,
- Export the data to csv, but do not open the file.
- Change the extension on the file to .txt.
- Open Excel.
- Go to File > Open, and find the .txt file. Excel will automatically start the Import Wizard.
- Select Delimited, click Next.
- Select Comma as the delimiter. Click Next.
- Highlight the column that has the ID in it. In the top left corner of the wizard, select Text as the data format.
- Click Finish.
Limits to Report Length
There is a limit to how many rows of a report can be exported to Excel. According to this page, the limit for a CSV file should be 500,000. Observation on 2/23/18 shows the limit seems to be 499,801.
Cataloging Date
The Cataloging Date can be extracted from Local Parameter 2 by using the SUBSTRING function.
- Include Bibliographic Details - Local Param 02 as a column in the Details tab
- In the menu options for Local Param 02, choose "edit formula"
- Click the f(...) button to Insert Function
- Navigate to String → Substring and click OK. You will now see the syntax SUBSTRING("Bibliographic Details"."Local Param 02" FROM startPos FOR length)
- We want the first 8 characters, so edit the last part to FROM 0 to 8 and click OK. You can also rename the column to something like "CAT DATE"
Once the Cataloging Date is available in its own column you can filter data to get a report of records cataloged during a given date range, such as between 20170701 and 20180630 to report on FY18.
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