what’s new in vrs? gugm may 15, 2008 presenter: kelly p. robinson gil service site @ georgia state...

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What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: [email protected]

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Page 1: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

What’s New in VRS?

GUGM May 15, 2008

Presenter: Kelly P. RobinsonGIL Service Site @ Georgia State UniversityEmail: [email protected]

Page 2: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Voyager Reporting System (VRS)

Provides tailored reports for library staff Ability to produce Acquisitions, Cataloging,

Circulation reports Current user base includes: several USG

libraries & approximately 16 other libraries nationwide.

Page 3: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

System Requirements

Windows 2000 or later MS Office 2000, 2002(XP), 2003, or 2007 Oracle 9i or Oracle 10g clients 200mb or more of free workspace

Page 4: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Design OverviewOther output options include:

Page 5: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Multiple Output Choices

Filing Order (sorting options) e.g. Title, Author, Bib ID, ISBN, Loc/Call No., etc.

Brief / Full entry- added detailed report options available

View, Print, or Excel options

Page 6: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Future Direction

Web based?

New platform?

Continued development and refinements

Page 7: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 8: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

General Workflow

Select Module (Acquisitions, Cataloging, or Circulation)

Select desired report, click “Run” Select desired filters Click “Get Data”, Compile Counts,

<Display Titles>, Build Report, and View Report

Page 9: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Acquisitions8 reports include:

-Titles on Order

-Titles by Line Item Status

-Donor List

-Requestor List

-Requestor Notice**

-Item Expenditures

-Fund Table Summary

-Titles by Use Fund

Page 10: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Requestor Notice Report

Page 11: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Requestor Notice Cont’d.

Page 12: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Email Report capability requires setup of the Email.ini file

The report also produces an error file listing the problem emails along with a brief description of the issue.

Page 13: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Cataloging Reports

These 29 reports provide information about the

*collection size,

*distribution, and

*content

Page 14: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Cataloging Filters

Page 15: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Collection Statistics

Counts can be organized into multiple combinations and rely upon

•call number class groups,

•locations, and

•operator identifiers

as keys for organizing the compilations.

Page 16: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Standard Summary Report

Note: Double click in the display cell to obtain a title listing for the specified data.

Page 17: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 18: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Collection Selection

This report is useful for retrieving statistics related to a tailored LC class range or combination of ranges

Page 19: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Collection Selection Report

Page 20: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

**Remember: You can manually add your desired ranges

Page 21: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Collection Selection Cont’d.

These class codes are those specified in the previous step

Page 22: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 23: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Brief Entry Lists

The reports within the ‘Lists’ section are considered content reports and can also be filtered by locations, bib level, call number, etc.

Page 24: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Shelf Selection

The Shelf Selection report is capable of retrieving the entire database, but it is more desirable to filter your selections.

Page 25: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Shelf Selection Cont’d.

Provides title, holdings, and item details ordered by either location or title.

The “Advanced” button will take you back to the filters screen

Page 26: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 27: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 28: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Bib Keyword Selections

Useful for already indexed fields, ex: 245, 001,etc.

Can apply VRS “Advanced” filters to selections

Based on Bib Index table (left anchored searching)

Page 29: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Bibs- Keyword Selections

Page 30: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Keyword Selections

Search for:

Korea* /or/ japan*

china /or/ chinese

Field: 245

Page 31: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Click the “Advanced” button to apply filters

Page 32: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Select desired filter(s)

Page 33: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Make your selection

Page 34: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

You can assign additional filters if desired

Page 35: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Select the desired distribution method

Page 36: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 37: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu
Page 38: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Blob String Search

Searches the entire MARC record, not just indexed values. (field independent)

Access to all tagged data

Can search both the Bib and Holdings records.Note: You can not search both the Bib blob and the Holdings blob at the same time.

Multiple Number of Output Choices including screen display, printing to a “.txt” file, MARC file, or Excel output

Page 39: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Blob Search

Page 40: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Search the 500 field for the string

“not rated”

and the 300 field for

“videocassette”

Tag “000a” will default to searching the entire blob

Page 41: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Select output format

These output fields are required for Excel output

Page 42: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Example Output Formats

Page 43: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Example: Search records with “http” in the 856

There is a help screen available for this report

Page 44: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Holdings with URLs

Page 45: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Circulation Reports

27 reports including fines and fees, items statuses and inventory control

Page 46: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Inventory Control Workflow

Scan the barcodes Dump the barcodes into a text file and place on

your pc. (one barcode per line) Go to the VRS Inventory Control Processing

screen Do the menu tasks provided in the

Setup/Load/Process Files panel Build Inventory Master Report

Page 47: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Inventory Control

Page 48: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Navigate to location of the scanned barcodes

Page 49: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

The Begin and End call ranges will populate after the Build/Update is finished.

You can now run any of these reports to analyze the results

Page 50: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Shelf List of Selected Item Range

This report generates a shelf list report listing all items recorded in the Inventory Master. Problem entries are flagged with the Inventory Status at the beginning of each print line.

Page 51: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Mismatched Barcodes and Items…

This report is a shelf-ordered listing of the problem items only. Entries with a good match with the barcode file are suppressed.

Page 52: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Items Not on Shelf (ALL)

This is a listing of those items that are not on shelf out for some reason. It could be used to help reconcile records based on the items status

Page 53: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Barcode Scan Sequence No. (ALL)

Lists by load number and barcode sequence number all of the records in the Inventory Master

Page 54: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Item Status (ALL)

Provides a list of all items in the Inventory Master grouped by Voyager Item Status and filed by shelf order within the group

Page 55: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Item Charge History

Lists those items Charged n or more times. This example used 5 or more charges

Page 56: What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Site @ Georgia State University Email: krobinson12@gsu.edu

Special thanks to

Doug Frazier (Armstrong Atlantic State University)

for his extensive involvement in the workflow development of the Inventory Control reports.