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Circulation Report Instructions and Templates
Below are report creation guides that we have created for PALNI member libraries. Now that shared templates functionality is available, these reports are being improved and saved as templates. Templates that are now available for sharing are marked as PALNI Template (PAL2 2.1 folder) or OCLC Template (3.0 folder).
Loan Totals by LC Subject Conspectus
Analyze use across subject areas in your collections.
Percentage of Collection and Loans by Call Number Classification
Examine collection balance by calculating percentage of holdings and circulation of items per call number classification. [PALNI Template]
Circulation Events by Format, Policy, or Location
How to obtain a list of circulation events for a specific format, loan policy, shelving location, or combination of the above. [PALNI Template, OCLC Template]
Circulation of New LHRs
How to obtain circulation of new items added within a specified time period (whether or not processed through acquisitions).
Circulation of Purchased Items
How to create a multi-universe report showing number of check-outs of purchased items. Can be used for cost-per-use analysis of collection. [OCLC Template]
Lifetime Item Circulation History
How to obtain the total loan history for circulating items, via FTP inventory report or a custom report.
Items Checked Out with Publication Detail
How to modify the All Checked Out Items report to add total loans, author, publisher, and publication date. Created for a library to assist with item replacement decisions
PALShare Circulation Events Reports
PALShare reports are available on the PALNI Google Team Drive.