Hey, NLS libraries!
It’s that time of year again. The weather is cooling off, school is back in session, Halloween decorations are coming out of storage...
that’s right, it’s time to run the Readership & Circulation Report!
The Readership & Circulation Report is specifically built to pull together all the information you need to pass on to NLS, making the reporting process as quick and painless as possible. NLS is beginning a revamp of the process, so we are working to keep this report up-to-date and compatible. For example, it should soon be possible for the results to load automatically into the online reporting form — ready for you to review and submit without any extra data entry! As they make their updates, however, some of the wording they have provided has prompted some questions. We are working to clarify some things with NLS to make sure we’re still on the same page for how things are to be counted.
In the meantime, please read this important update on: 1) How the report calculates your total patrons, 2) How and When to run the report, and most importantly, 3) Potential changes.
One - How the report currently calculates your Total.
“Total active readers” is the kind of thing that has a lot more ambiguity than you might spot on the surface. Currently, we count all records with a Patron Type beginning in P (as in PA / Individual Patrons, but not IN / Institution – Nursing Home) and a Main Status of Active. We also include all other records that have been modified in any way during the reporting date. If a patron record is updated to be Suspended, Deceased, or Withdrawn this year, that is work you did for your readers, so we count it in your total.
If NLS asks for changes to this or any other field in the report, we will let you know!
Two - How and When to run the report.
Some of the information the report calls on can change as you continue your work. Therefore, to get the most accurate numbers possible, it’s important to run it after completing all of your work on September 30 and before starting any work on October 1.
Unless you really enjoy those late, quiet nights alone in your library, that means setting the report up to run through the Batch Manager. In fact, I recommend that you go set it up right now. Here’s how:
- Set up the report.
In the Patron Module, go to Reports -> Statistics -> Readership & Circulation. Enter the Begin date as 10/01/2017 and the end date as 09/30/2018, and check that all of your other parameters are correct.
- Set your Output and Run as Batch Job.
Set the “Output Parameters” to Email. This will open a text box for you to add your email address; double-check that it’s typed correctly, then click “Run As Batch Job.”
- Schedule the report.
The Batch Schedule window will open up for you. Leaving the Frequency at “One Time,” set the time and date to before you start work on October 1. Fifteen minutes before the first person is scheduled to arrive at your library should be a great time. Click OK, and close the report window.
And just like that, you’re good to go! If you want to double-check, you can open the View -> Administration -> Batch Manager. The Readership & Circulation report should be there at the bottom of the list, ready to go on the first morning in October.
Three - Potential changes.
If we hear back that NLS wants to define things differently, we will make the necessary adjustments ASAP. In that case, we will go in and add the updated report to your batch manager. You will still receive the report results using the old calculations, and you will receive the results using the new calculations. This will allow you to compare the numbers. By the next reporting period, the regular Readership & Circulation Report front-end will use any new counting methods we are instructed to use.
This may not be necessary! But, in case it is, we will keep you informed of any changes to this important report at every stage.
For info on how and when to run the KLAS Readership & Circulation Report, check out this KLAS Quick Tip document.
Note: You must be logged into klasusers.com to download the file.