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How can we pull a patron report in Tipasa?

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Applies to
  • Tipasa

Answer

Libraries that have Tipasa only (not WMS) may use Report Designer to generate a report of all current Tipasa users. This patron data can then be used when generating a patron load file. Follow these steps to generate a report:

  1. Select Analytics > Reports > Report Launch Pad
  2. In the top right, select Applications
  3. Web Intelligence
  4. Select New ()
  5. Select Universe
  6.  Select the Circulation Patron Information universe
  7. Click through the folders, double-clicking on the items you wish to add to the report (Patron Given Name, Patron Family Name, Patron ILL Identifier, Patron Email Address, Patron Source System, Patron User ID at Source)
  8.  Once done, click Run Query
  9. Export the report by clicking

WMS libraries with Tipasa should utilize the Patron Full Report.

Page ID
50607