Bibliographic entity
New catalogues entries
- Access the Report Designer TAB
- Select New from the buttons
- The Edit Report Window will display
- Enter a Report Title in the Report Title section. For the sample “New Subject Headings”
- Enter a Group since we want to find it later easily – for example Authorities
- Enter a Sub Group – for example Subjects
- Choose Report Type from the Drop-down options (Table is default):
- Table – set out in rows and columns (select for the sample)
- Select Orientation
- Landscape (select for the sample)
- Leave Show sql
- Show details: For this sample Report enter
- All: Enter the Top value required – for example 10Show Sub totals: leave this unticked.
- Show total: leave this unticked.
- Private. Leave this unticked.
- Show header on first page: For our sample tick this one if required
- Show header on next pages: This is your choice. But for now leave this unticked
Display Fields
- Select the Bibliographic Entity
- Select required Data Field/s from the Entity and drag and drop to Display – Catalogue Tag Description and Catalogue Tag Data to include the Data in each Marc Tag. If preferred the Catalogue Tag Number could be used instead of Description
Group Fields
We have chosen to Group by Catalogue Ref Number so that each Catalogue is displayed separately
Filter
- Drag and drop Catalogue Tag No to the Filters Column.
- Select the Marc Tags required for the display.
Note that the Drop-down list includes the Tag Number as well as the Description together in the display
- Drag and drop Catalogue Date created to the Filters column. Enter a date using the Calendar OR use the Today minus xx days (in the sample a date has been specified
Order
It is useful to have an Order sequence to order on the Catalogue Tag No OR Catalogue
Tag Description.
Preview
Select Preview to view the Report
When the Preview was viewed it was too much width on the Tag Descriptions so that was made from 15 to 10 cms.
Save
Once the Report is successful, select Save to be available in the Report Viewer
Note: Try adapting this Report by using other Tag Numbers or a combination of Tags
Report for a topic from a file
Skills outlined in this Sample – Getting Data from a File
First create a File within Amlib on a Topic. This could be done via a Keyword search within Stockitem and then Xreference to Catalogue and save as a File
Take note of the File No. This could be used within the Filter of OpenReports
- Access the Report Designer TAB
- Select New from the buttons
- The Edit Report Window will display
- Enter a Report Title in the Report Title section. For the sample for example “Topic of Music”
- Enter a Group since we want to find it later easily – for example Bibliographic
- Enter a Sub Group – for example Topic
- Choose Report Type from the Drop-down options (Table is default):
- Table – set out in rows and columns (select for the sample) We will test it as a Table and then change it to graph when we are happy with the results
- Select Orientation
- Landscape (select for the sample)
- Leave Show sql
- Show details: For this sample Report we will set to ALL
- Show Sub totals: leave this unticked.
- Show total: leave this unticked.
- Private. Leave this unticked.
- Show header on first page: This is your choice. We can have this ticked
- Show header on next pages: This is your choice. But for now leave this unticked
Display Fields
- Select the Bibliographic Entity
- Drag and drop Catalogue Tag Number and Catalogue Tag Data into the Display Fields Column
Group Fields
1. Drag and drop the Cat Ref Number to the Group Fields table
Filter
The Filter can be selected to target a File previously saved into Amlib. The File Number is the best Filter to choose as it is Unique
- Drag and drop Catalogue Tag Number to the Filter Column
- Select Equal to
- Select the Tag Number that will display in the Display from the drop-down option. This is up to you but may include 082 (Call No), 100 (Main Author), 245 (Title), 520 (Notes), any 600 Subject headings
- Drag and drop Catalogue File Number to the Filter column
- Select Equal to
- Enter the File Number
Order By
Drag and drop Catalogue Ref Number to the Order by Column. Leave as Ascending
Preview
Select Preview to view the Report
Save
Once the Report is successful, select Save to be available in the Report Viewer as a graph