Generate a Copy Transaction Data report

The Copy Transaction Data report lets you extract information about copy transactions in an XML format.

You can then import the XML into a number of applications. For instance, you can import the file into a spreadsheet program, delete any columns you don't want, and then sort and filter the data to create custom lists and reports.

To generate the report:

Select Reports > Library Reports.
Under Statistics, click Copy Transaction Data.

Enter a date range.

Note: You can limit to one title, author, subject, or call number or a range.

All dates: Leave both fields blank.
One date: Enter the same date in both fields.
Up to and including a specific date: Leave the From field blank, and enter it in the to field.
A specific date: Enter it in the From field, and leave the to field blank.

To Include in-library use for copies only used in the library, select the checkbox.
To Include associated Patron Data, select the checkbox.
Note: This checkbox only appears for users with the Access library checkout history or Access media checkout history permission.
Click Extract. The Report Manager appears.
Find your report, and then:
- Click the View link.
- Download the file by clicking XML.

Report Contents

Transaction Type: Checkouts, check-ins, circulation blocked messages
Renewals
Holds placed
Reserves placed
Fine created, paid, deleted, or waived
Copies marked Lost

Date
Time
Title
LCCN
ISBN
ISSN
Material Type
Publication Year
Copy Barcode Number
Call Number
Circulation Type
Patron Type
Transaction Amount
Transaction Balance
Originator User ID (person who performed the transaction)
Originator First Name (person who performed the transaction)
Originator Last Name (person who performed the transaction)

If you choose to extract the associated patron data, the file also includes the following information for each transaction:

Patron's Last Name
Patron's First Name
Patron's Middle Name
Patron Barcode Number
Patron's District ID