| • | What reports can I use to search interests and suggest items for users? |
| • | What reports should I use to maintain my Outreach program? |
| • | What is the difference between using the Search Interest wizard and the Search User Interest Records report?? |
| • | What is the difference between using the Search Interest wizard and the Search Route Interest Records report? |
| • | What is the difference between the Search User Interest Records report and the Suggest User Interest Records report? |
What reports can I use to search interests and suggest items for users?
The following reports can be used to search interest profiles and suggest items for outreach users.
| • | The Search User Interest Records report searches the active interests of selected users, and places as many title level holds on items retrieved for the delivery as specified by the Total Items Requested field in the outreach user records. The range of the title level hold is determined by the Range for Outreach Holds attribute in the Outreach wizard. (The Outreach wizard is in the Module Configuration Wizards group on the Configuration toolbar.) |
SirsiDynix Symphony automatically creates history records with a status of SELECT for items retrieved by this report.
| • | The Search Route Interest Records report searches the active interests of users on a specific outreach route, and places as many title level holds on items retrieved for the delivery as specified by the Total Items Requested field in the outreach user records. The range of the title level hold is determined by the Range for Outreach Holds attribute in the Outreach wizard. (The Outreach wizard is in the Module Configuration Wizards group on the Configuration toolbar.) |
SirsiDynix Symphony automatically creates history records with a status of SELECT for items retrieved by this report.
| • | The Suggest User Interest Records report searches the active interests of selected users, and suggests items for delivery as specified by the Total Items Requested field in the outreach user records. Unlike the Search User Interests Records report and the Search Route Interest Records report, this report does not place holds on items. The report simply lists suggestions for the active interests. |
What reports should I use to maintain my Outreach program?
To maintain a smooth-running Outreach program, run the following reports in the order listed as often as your library’s Outreach program dictates.
| 1 | Suggest User Interest Records - Although this report is optional, it will enable you to view a list of items that interest library users without placing a hold on the items. After running this report, you can choose the materials to place in your program. |
| 2 | Search Route/User Interest Records - This report will place a title level hold on all selected items. You can designate if the item is for individuals or general interest, and decide if the item will be placed on a specific route, according to an individual's or group’s interest. |
| 3 | Print Route/User Pickup - This report prints a list of items with holds to be pulled from the shelves. Listed items can be matched to intended route users. |
| 4 | Set Route/User Skip Date - This optional report changes items with a status of Charge to a status of Delivery. |
What is the difference between using the Search Interest wizard and the Search User Interest Records report?
The difference between using the Search Interest wizard and the Search User Interest Records report is as follows.
| • | The Search Interest wizard searches the active interest profiles of an individual user to suggest items for delivery. |
| • | The Search User Interest Records report searches the active interest profiles of many users at once to suggest items for delivery. For items retrieved by the report, SirsiDynix Symphony automatically creates history records with a status of SELECT. |
Unlike the Search Interest wizard, the report selects the exact number of items in the Total Items Requested field of the interest profile, and does not include alternate selections. The range of the title level hold is determined by the Range for Outreach Holds attribute in the Outreach wizard. (The Outreach wizard is in the Module Configuration Wizards group on the Configuration toolbar.)
What is the difference between using the Search Interest wizard and the Search Route Interest Records report?
The difference between using the Search Interest wizard and the Search Route Interest Records report is as follows.
| • | The Search Interest wizard searches the active interest profiles of an individual user to suggest items for delivery. |
| • | The Search Route Interest Records report searches the active interest profiles of all of the users assigned to a specific outreach route at once to suggest items for delivery. For items retrieved by the report, SirsiDynix Symphony automatically creates history records with a status of SELECT. |
Unlike the Search Interest wizard, the report selects the exact number of items in the Total Items Requested field of the interest profile, and does not include alternate selections. A title level hold is placed on the number of items requested. The range of the title level hold is determined by the Range for Outreach Holds attribute in the Outreach wizard. (The Outreach wizard is in the Module Configuration Wizards group on the Configuration toolbar.)
What is the difference between the Search User Interest Records report and the Suggest User Interest Records report?
The reports function in exactly the same way, except the Suggest User Interest Records report does not place holds on the selected items. The Suggest User Interest Records report only lists suggested items for the active interests.
Related topics
Suggest User Interest Records Report
Search Route Interest Records Report