8.2 - Maintenance Reports
Introduction:
Maintenance reports are scheduled tasks which keep the
various Symphony databases in good order. These essential maintenance reports,
such as database update and indexing tasks, as well as reports individual
libraries may run to keep their own records in order.
Some additional administrative reports are run by the System Administration team on behalf
of the whole Consortium in order to maintain database integrity.
8.2.1 - Database Maintenance
Reports
The
following administrative, maintenance and housekeeping reports are run daily or weekly and ensure indexes are up to date and any inconsistencies
found are corrected. This is not necessarily a comprehensive list, and
additional reports may be required to be run from time to time. For a full list
of Symphony Reports, see Symphony Manuals and Online Help. Below is a list of
regularly required reports for system maintenance.
Bibliographic maintenance
Add Delete Update Databases (adutext)
Add Delete Update Item Database
(aduitemtext)
Reorganise Text Dictionary
(reorgtext)
User maintenance
Add Delete Update User Database (aduusertext)
Reorganise User Text Dictionary (reorgusertext)
Correct User Information
(fixusercounts)
Update User Delinquency Status (setdelinq)
Circulation and Hold maintenance
Correct Hold Information
(fixholdinfo)
Update Charge Counts (chargecheck)
Update Bill Counts (billcheck)
Prepare GUI Offline Data Report
(prepstand)
Expire Holds(expireholds)
Expire Available Holds
(expshlfholds)
Log maintenance
Consolidate Daily Logs (consolidate)
Statistics Log (statistics)
8.2.2 - Housekeeping Reports
The
Systems Administration team has scheduled a number of additional housekeeping reports
to maintain database integrity. These may include, but are not necessarily
limited to, the following:
- Convert to Discard (cvtdiscard)
- Convert MISSING items to Discard
(cvtdiscard)
- Set MISSING items to DISCARD
(setdiscard)
- Set LOST items to Discard
(setdiscard)
- Process Long Overdue Items (longoverdue)
- Purge Inactive Holds (purgeholds)
- Remove Discards (remdiscard)
- Remove inactive Users (remuser)
- Remove LOSTCARD Users (remuser)
- Remove Bills Paid older than 24mth
(rembill)
- Remove Users LOSTCARD (remuser)
- Remove Users LAD -37mth (remuser)
- Remove Users REMOVE-DUP (remuser)
- Remove Select Request Records
(remrequest)
- Load Offline Transactions
(loadstand)
- Purge Finished Reports
(purgefinrpts)
The
schedule and selection criteria for these reports will be determined by the System Administration team in consultation with the
Consortium and may vary from time to time as agreed.
8.2.3 - Branch Holds Reports
The List Onshelf Holds report triggers the Dynamic Holds configuration each day and lists items that are on-shelf and have active Holds. The items must be located and discharged, and either placed on the Holds Shelf or transited to the requesting Library. NOTE: It is not necessary to view this report. The dynamic list of onshelf holds should be obtained using the Onshelf Items wizard, rather than the report.
8.2.4 - Edit User Characteristics
Report
The Edit User Characteristics (edituser) report modifies user characteristics in batch for the selected user records. The user characteristics that can be edited include the birth date, department, mailing address, user profile, user categories and charge history rule.
This
report can be used to “rollover” users to new user profiles based on birth
date.
It is
recommended that each Library service make use of this report to ensure their
patrons have the correct User Profile for their age.
The
Edit User Characteristics Report is in the Maintenance Group of reports.
The
Symphony Workflows Help feature should be read for detailed information on
using this report.
Contact Libraries Victoria Support for assistance in setting up Edit User Characteristics reports.