Hold Requests to Fill (Picklist)
Finds items on shelf at a library that are eligible to fill holds in the system.
Additional Information
- Report Instructions
- Use the Branch parameter to narrow results.
- For best results, leave the "Sorting Options" and "Sorting direction" parameter" as is.
Custom Picklists
Pinnacle provides customized picklists to prioritize certain holds or re-arrange the sorting to match the layout of the library shelves.
Damaged and Paid For
Finds items marked “damaged” that patrons paid for. Libraries can use this as an indicator to remove an item from the database or purchase a new copy.
Additional Information
- Report Instructions
- Use the Branch parameter to narrow results.
Damaged and Paid For
Use in Item Find Tool
Select td.numvalue
From PolarisTransactions.Polaris.TransactionHeaders TH (nolock)
JOIN PolarisTransactions.Polaris.TransactionDetails TD (nolock)
ON TH.TransactionID = td.TransactionID
AND TD.TransactionSubTypeID = 38
WHERE TH.TransactionTypeID = 6016
AND TH.TransactionID IN (
Select TH.TransactionID
From PolarisTransactions.Polaris.TransactionHeaders TH
JOIN PolarisTransactions.Polaris.TransactionDetails TD
ON TH.TransactionID = td.TransactionID
AND TD.TransactionSubTypeID = 8
AND TD.numValue = 3
JOIN PolarisTransactions.Polaris.TransactionDetails TDab
on TDab.TransactionID = TH.TransactionID
AND TDab.TransactionSubTypeID = 125
AND TDab.numValue = 999
WHERE TH.transactiontypeid = 6016
AND TH.TranClientDate > GETDATE()-180
)
Notes
Replace 999 with Branch ID
Duplicate Patrons
Detects patron accounts with similar names and birthdates. Flags potential duplicates.
Additional Information
- Report Instructions
- Use the Organizations parameter to filter by library.
- Report does not include
- Patron Codes: Staff, Library Use, Teacher, ILL - In State, ILL - Out of State, School, School - Joliet
- Additional Notes
- Match logic: birthdate + first 4 of last name + first 3 of first name.
Excessive Renewals
Flags items currently checked out and renewed more than your specified threshold.
Additional Information
- Report Instructions
- Use the Organizations parameter to filter by library.
- Renewals parameter controls threshold count.
- Filter by: Limit the report to item's owned by the selected library or checkouts at the selected library.
Items In Transit
Lists items “in transit” longer than your selected threshold. Useful for troubleshooting delivery delays.
Additional Information
- Report Instructions
- Use the Branch parameter to scope results.
- Days In Transit controls how far back to look.
- Additional Notes
- Includes items going to or sent from the selected branch.
Items In Transit
Use in Item Find Tool
SELECT CIR.ItemRecordID
FROM Polaris.Polaris.CircItemRecords CIR (nolock)
WHERE CIR.ItemStatusID IN (5, 6)
AND CIR.RecordStatusID = 1
AND CIR.ItemStatusDate < GETDATE()- 7
AND (CIR.InTransitRecvdBranchID IN (999) OR CIR.InTransitSentBranchID IN (999))
Notes
Replace 7 with min. days
Replace 999 with Branch ID
Items Repeatedly Checked Out to the Same Patron
Lists items that have been repeatedly checked in and out to the same patron.
Additional Information
- Report Instructions
- Use the Branch parameter to narrow results.
- Additional Notes
- Includes only items with four or more repeat checkouts to a single patron within 120 days.
Items Repeatedly Checked Out to the Same Patron
Use in Item Find Tool
Select CIR.ItemRecordID
From Polaris.CircItemRecords CIR (nolock)
WHERE CIR.ItemRecordID IN (
Select IRH.ItemRecordID
From Polaris.ItemRecordHistory IRH (nolock)
JOIN Polaris.CircItemRecords CIR (nolock)
ON CIR.ItemRecordID = IRH.ItemRecordID
WHERE IRH.ActionTakenID IN (13, 79, 77, 78, 75, 81, 91, 90, 89)
AND IRH.TransactionDate > getdate()-120
AND CIR.AssignedCollectionID NOT IN (59,60)
AND CIR.ItemStatusID = 2
AND CIR.AssignedBranchID IN (999)
Group by IRH.ItemRecordID
HAVING count(IRH.ItemRecordHistoryID) >= 4
AND count(distinct IRH.patronid) = 1
)
Notes
Replace 999 with Branch ID
Long Overdue Items
Lists overdue items that have not been billed. Use to manually identify and address missed notices.
Additional Information
- Report Instructions
- Use the Branches parameter to narrow results
- Set Days Overdue value to the minimum number of days that an item is overdue.
Long Overdue
Use in Patron Find Tool
Select IC.PatronID
From Polaris.ItemCheckouts IC (nolock)
WHERE IC.DueDate < getdate() - 35
AND IC.OrganizationID IN (999)
Notes
Replace 35 with number of days
Replace 999 with Branch ID
Lost and Paid For
Finds items declared “Lost” and marked as paid by the patron. Libraries can use this as an indicator to remove an item from the database or purchase a new copy.
Additional Information
- Report Instructions
- Use the Branch parameter to narrow results.
Lost and Paid For
Use in Item Find Tool
Select CIR.ItemRecordID
FROM PolarisTransactions.Polaris.TransactionHeaders TH (nolock)
JOIN PolarisTransactions.Polaris.TransactionDetails TD (nolock)
ON TH.TransactionID = TD.TransactionID
AND TD.TransactionSubTypeID =38
JOIN PolarisTransactions.Polaris.TransactionDetails TDfee (nolock)
ON TH.TransactionID = TDfee.TransactionID
AND TDfee.TransactionSubTypeID =8
AND TDfee.numvalue IN (-1,3,-6)
JOIN PolarisTransactions.Polaris.TransactionDetails TDpatron (nolock)
ON TH.TransactionID = TDpatron.TransactionID
AND TDpatron.TransactionSubTypeID =6
JOIN Polaris.Polaris.CircItemRecords CIR (nolock)
ON CIR.ItemRecordID = TD.numValue
WHERE TH.TransactionTypeID = 6016
AND CIR.ItemStatusID = 7
AND CIR.RecordStatusID = 1
AND CIR.AssignedBranchID in (999)
AND CIR.ItemRecordID not in (Select ItemRecordID From Polaris.Polaris.PatronLostItems)
Lost / Missing / Claimed More than __ Days
Identifies items that have been in a circulation status of "Lost," "Missing," or "Claims Returned" longer than a specified number of days.
Additional Information
- Report Instructions
- Use Branch, Circ Status, and Days parameters.
- Report does not include
- Record Status: Deleted
- Status Codes
- Lost = 7, Claims Returned = 8, Claims Never Had = 9, Missing = 10
Lost / Missing / Claimed More than __ Days
Use in Item Find Tool
SELECT CIR.ItemRecordID
FROM Polaris.CircItemRecords cir (nolock)
WHERE CIR.RecordStatusID = 1
AND cir.AssignedBranchID in (999)
AND cir.ItemStatusDate < getdate() - 90
AND cir.ItemStatusID in (7,8,9,10)
Notes
Replace 999 with Branch ID
Replace 90 with number of days
Adjust ItemStatusID to include/exclude statuses
Notices Stuck in the Notification Queue
Finds notices that have been in the notification queue for several days. This is generally an indication that Polaris cannot send out the notice normally and has converted the notice to "Print"
Additional Information
- Report Instructions
- Use the Reporting Branch parameter to narrow the report to your library's notices.
- Enter the minimum number of days the notice has been waiting in the days parameter.
Patron Barcode Formats
Identifies patron barcodes that do not match expected length or prefix for the library.
Additional Information
- Report Instructions
- Use the Organizations parameter to filter by library.
- Report does not include
- Patron Codes: Library Use, Temporary (Self-Registration)
- Additional Notes
- Accepted formats are hardcoded. Contact Pinnacle staff to request updates.
Patron Billing Statement by Patron Barcode
Canned report from Polaris to generate an individual patron's billing statement to be mailed. Useful when the billing notice job fails to print successfully or staff need to send a corrected bill.
Additional Information
- Report Instructions
- Enter the patron's Barcode.
Patrons Excluded from Notices
Lists patrons excluded from overdue and billing notices. These patrons are not charged for long overdue items.
Additional Information
- Report Instructions
- Use the Branch parameter to narrow results.
- Report does not include
- Patron Codes: Staff, Outreach, Library Use, ILL - In State, ILL - Out of State
Patrons Excluded from Notices
Use in Patron Find Tool
Select P.PatronID
From Polaris.PatronRegistration PR (nolock)
JOIN Polaris.Patrons P (nolock)
ON P.PatronID = PR.PatronID
WHERE P.OrganizationID IN (999)
AND (PR.ExcludeFromOverdues =1 OR PR.ExcludeFromBills=1)
AND P.PatronCodeID NOT IN (3,7,9,15,16)
Notes
Replace 999 with Branch ID
Reinstated Items with Replacement Charges
Lists replacement charges that still exist on a patron's account when an item is still circulating. This usually occurs when an item is marked Lost for an extended period of time, is deleted from the system, and then starts circulating again under the same barcode.
Additional Information
- Report Instructions
- Use the Branch parameter to filter by library. The report will list any charges where the selected branches are found as the Patron's Registered Branch, the Charges Transacting Branch, or the Item's Assigned Branch
Telephony Delivery Failure
Lists failed telephone notices along with failure reasons.
Additional Information
- Report Instructions
- Use the Organizations parameter to filter by patron library.
- Date Filter: Enter the earliest notice failure date to include.
Unclaimed Holds
Lists hold requests that have not been picked up by patrons.
Additional Information
- Report Instructions
- Item Branch: Assigned branch of the held item
- Pickup Branch: Branch with item on hold shelf
Unclaimed Holds
Use in Hold Requests Find Tool
Select SHR.SysHoldRequestID
From Polaris.SysHoldRequests SHR (nolock)
JOIN Polaris.CircItemRecords CIR (nolock)
ON CIR.ItemRecordID = SHR.TrappingItemRecordID
WHERE SHR.SysHoldStatusID = 8
AND CIR.AssignedBranchID IN (999)
AND SHR.PickupBranchID IN (999)
Notes
Replace 999 with Branch ID
You may remove one or both branch filters to show all locations