Report	Category	Description	Action	Frequency	Run	Documentation
Holds awaiting pickup	Holds	Holds that are 'Waiting' at your library.	Use to remove unwanted holds. Be sure to check the item in again after you cancel the hold.	Daily	Run
Items awaiting pickup AT other libraries	Holds	Your items waiting at other libraries.	Track down items that have exceeded the 7-day waiting period. Check your library for these items before contacting the borrowing library.	Daily	Run
Orphaned holds	Holds	Holds where items are no longer available.	Remove the hold and look elsewhere for the item.	Weekly	Run
Old holds	Holds	Finds older holds that may need attention.	Delete any unfillable holds and follow-up with patron; pursue items elsewhere if needed.	Monthly	Run
Transfers to receive	Transfers	Items on their way to your library that have not arrived yet.	Investigate items that are taking longer than expected to arrive.	Weekly	Run
Transfers FROM your library	Transfers	Items departing your library that have not yet arrived at their destination.	Check that the items on this report are truly in transit and not somewhere in your library.	Monthly	Run
Items 'Available' at the wrong library	Transfers	Items with the incorrect holding location that have fallen out of transit.	Search for these items. If found, check in. For items that are 'lost and paid for', the cataloging may need adjusted.	Monthly	Run
Long overdues FROM other libraries	Overdues	Items owned by other libraries, long overdue to your patrons.	Try to recover the item from the patron. Consider charging the patron for the item and reimbursing the lending library.	Monthly	Run
Long overdues AT other libraries	Overdues	Your items, long overdue to patrons at other libraries.	Communicate with borrowing library. Request reimbursement if necessary.	Monthly	Run
Lost items AT other libraries	Statuses	Your items with lost statuses that appear to be at other libraries.	Check to see if the item is at your library. If not, follow-up with other involved parties.	Monthly	Run
Lost items filtered by Lost status	Statuses	General Lost report.	Review items in each lost status, search for items, check in if found.	Monthly	Run
Items with In Processing status	Statuses	Items that have had an In processing status for over 3 weeks.	Locate these items and check them in to remove the status.	Monthly	Run

Report	Category	Description	Action	Frequency	Run	Documentation
Bad barcodes	Items	Items with barcodes that won't work.	Click the edit link and fix the barcode by pulling the item and rescanning it. Sometimes barcodes on this report appear correct - those usually have extra blank spaces.	Monthly	Run
Call number space checker	Items	Looks for leading, trailing and duplicate spaces in call numbers.	Click the edit link and remove the extra spaces from the call number.	Monthly	Run
Items with missing data	Items	Looks for blank shelf locations, collection codes, item types and barcodes.	Click the edit link and fill in the missing data.	Monthly	Run
Mismatched ccode / shelf locations	Items	Looks for odd ccode/shelf location combinations.	Make sure the ccode and/or shelf location are correct (sometimes they are), adjust if not.	Monthly	Run

Report	Category	Description	Action	Frequency	Run	Documentation
Patron Pruning	Deletion	Inactive patrons with clear accounts. No activity in the past 3 years. Excludes ILL and STAFF accounts.	Download the report, delete out any patrons you want to keep, send the list of patrons to delete to SEK for batch deletion.	Yearly	Run