You can prepare resource items reports from your collection for a range of purposes. Once prepared, reports can be printed, updated, or downloaded in a number of different formats. Filters used to prepare most reports can be saved as a "favourite" report, allowing you to create a library of favourite reports that you can run in the future as required with just one click.


Note:  Reports with up to 50,000 records will be processed immediately, while reports with more than 50,000 records will be scheduled automatically and available in Settings> Tasks > Completed.


Note:  If you want to produce research or reading guides containing specific items and resources in your library catalogue for target student audiences, consider preparing bibliography lists via the My Lists tool.


Resource Collection Reports


There are three lines of filters are available - Show me, and With, and From. Each report can be created by populating one or more filters on any line with suitable parameters. Multiple parameters or words are permitted for many filters. An implied AND relationship exists between filter lines.


Report in almost limitless ways on your collection resource items or book holdings/copies. You can also generate a Bibliographic Records Report. You can choose to initiate a search at any time and to refine a search by choosing different filters, adding filters, or removing filters, and populating each filter with suitable parameters.


Go to: Reports > Catalogue > Resources


Possible Report Combinations

  • - do not choose any filters. This will display a list of all resources in your collection.
  • Show me:
  • From any time (select a date range if required):
    • From any time - dates are not important.
    • First created - the date the record was first created.
    • Last modified - the date the record was last edited. Note: A between relationship is implied between the selected dates and is exclusive of these dates. You can enter just a From date, or just a To date.
  • and With (select filters if required):
    • Any Subjects, Any Genres, Any Titles, Any Authors, Any Series, Any Publishers, Any Call Number range, Any ISBN. Note: Multiple parameters or words are permitted for some filters that show a dropdown list.
  • and From (select filters if required):
    • All Sites, All Sections, All Statuses, All Budgets, All Cost Centres, All Media Types, All Publication Years. Note: Multiple parameters or words are permitted for some filters that show a dropdown list.
  • when ready and refine by reselecting as required.


Filters and Parameters


Filters and parameters work together to produce a report. You can choose to apply filters with parameters before you run a report, or you can choose to apply filters with parameters after you run a report.


Prepare And Run A Collections Report

  1. Show me records from a First Created date or Last Modified date allows you to optionally choose to locate records between catalogue dates.
  2. And With allows the report to be refined by any of the listed resource and With attributes. Note: If you choose multiple values for any attribute OR is automatically implied between each value.
  3. And From allows the report to be refined by any of the resource and From attributes. Note: If you choose multiple values OR, is automatically implied between each value.
  4.  when ready.
  5. Reorder the report by highlighted column headings.
  6. Refine and repeat the search as required by adjusting filters to suit.
  7. Display 15, 100 or 500 items at a time. Note: To print an entire report you must scroll to the end on screen so the web browser can "see" the lines. Note: After scrolling, a maximum of 50,00 records can exported from the screen using the PDF/print, Word, or Excel icons. To export more than 50,000 records, see Step 9 below.
  8. - send the list to Bulk Update for processing.
  9. - download or Export Bibliographic Records. Schedule an overnight export task for more than 1000 Bibliographic records to csv (Accelerated Reader), or Marc21 (EBSCO DS).
  10.  - save the filters and parameters for this report.
  11. - add to My Lists as a bibliography list for sharing with directly with students and teachers, and indirectly via portals. Note: A maximum of 500 items can be added to each bibliography list.
  12. - choose the preferred print or export option as required. Note: You can print to PDF and email to a colleague.