Reporting Features

Reporting Features First Thoughts Required (New ILS must have these features) Strongly Preferred Optional but Nice to Have Not Needed

First Thoughts

I'm using this section to jot down my initial thoughts but eventually everything should be listed in one of the categories below: Required, Strongly Preferred, Optional but Nice to Have, and Not Needed.

Required

(New ILS must have these features)

• Ability to query database using standard SQL
• Graphic front-end for staff to create own reports
• Ability to set up specific reports for automatic delivery to each library (OR DEPARTMENT) based on library needs/DEPARTMENT NEEDS 
• Basic circulations stats (daily, monthly, yearly, etc)
• Reporting tools for specific status (i.e. a list of claimed returned, trace, etc) - limited by specific branch
• Intralibrary Loan reports
• Strong emphasis in collecting and analyzing data
• Prenotifying of items that will be due soon (would take away existing patron functionality otherwise)
• The ability to send notices directly to patrons via email
• The ability to have an automated system telephone the patron to notify them of overdues, holds, etc.
• The library can run reports locally
• The ability to generate monthly item circulation statistics based on item type and call number range
• Ability to report the number of new borrowers registered in a certain month
• The ability to generate shelf list reports
• The ability to generate monthly items added/items deleted reports
• The ability to generate monthly item count statistics based on item type and call number range
• The ability to generate item list reports based on item type, sorted by call number
• Reports on orders, i.e., by status of order, vendor, date of order, fund, invoice number, subject, requestor, etc.
• Ability to provide real-time reports about orders, based on vendors, order dates, funds, order status, etc., allowing the library to run these reports from a local workstation and showing the results on-screen rather than being produced at the central site for distribution back to the library.
• The ability to design and run customized reports based on library-specific criteria
• Reports on titles, subjects, vendors, number of issues checked in, etc.
• Claim alerts
• Ability to display notes to staff during check-in (i.e. special instructions for particular titles)
• Anonymous Demographic and circulation analysis capabilities

Strongly Preferred

• Pretty web graphical dashboard with real time stats
• Anonymized Stats on how patron use library (i.e. be able to say if males between 24-30 tend to check out NF, etc) and more dempographic stat info available
• Intregrated reporting
• Ability to send reports and notices to libraries via automatic email delivery
• Be able to tell when patron has used card for any purpose (such as PC Reservation, databases, etc)

Optional but Nice to Have

• Ability to track how many distinct borrowers check out
• Ability to track how many times a specific borrower has checked out during the month

Not Needed