This tab is available in some reports, particularly lists and notices, when it may be beneficial to have various options for sorting report results. Typically, there will be different sorting selections for you to choose. These sorting selection options will appear in drop-down lists.
Call Number Sorting
The call number sort is an ASCII sort on the shelving key. The shelving key is created based on the class scheme of the call number.
Circulation Mailer Sorting
For the Circulation Mailer report, you can select to the following sort options: Group ID, User ID, User Name, Zip Code.
The sort options will affect the mailer sort as follows.
|•||If you select User ID, the secondary sort will be Library, then Type Indicator|
|•||If you select User Name, the secondary sort will be User ID, Library, then Type Indicator|
|•||If you select Zip Code, the secondary sort will be User ID, Library, then Type Indicator|
|•||If you select Group ID, the secondary sort will be User ID, Library, then Type Indicator|
List Purchase Alerts with Demand Management Report Sorting
In the List Purchase Alerts with Demand Management report, you can sort by Ratio or Title and Author. By default, the report is sorted by the hold ratio number and sub-sorted by title and author. Optionally, the report can be sorted by title and author only.
List Users Report Sorting
In a List Users report, you can sort by alt ID, by department then either name or user ID, by group ID, or by group ID then either name or user ID, or by user ID or user name only.
Depending on the function of a user list created by a report, you may prefer to use the user ID or user name as a sort option. For example, a library staff member may need to print a list of users who are going to require some sort of manual review of their records. Perhaps your phone company added a new area code which affected a selected group of zip codes in your community. User records in those zip codes would need to be manually edited. If user barcodes in your library are in numerical order, it would be beneficial to print the list in user ID order. Since the users’ cards will not be available to scan the barcode, you can paste the base of the user ID into the lookup to minimize keystrokes. Library staff needs to type only the last few characters of the user ID to edit the user record.
You can sort a list of users by alt ID to identify the users who do not have the field defined in their user records.
Some libraries prefer to first sort lists of users by department or group ID to keep all of the users for a single department or family together.
If your library publicly posts a list of users with available holds, you can sort the list by user name so each user and quickly locate himself or herself in the list.
If you choose to sort by user name, a configuration option is available for you to choose the order of the name fields in the user name key. For more information, see FAQs: Searching User Records and Rebuild User Name Keys Report.
Overdue Notice and New Overdue Notices Report Sorting
In the Overdue Notice and New Overdue Notices reports, when sorting the notices by zip code, you now have the option of dropping the initial sort by library. This option creates batches of overdue notices in zip code order, which some libraries use to save on batch mailing costs. In these reports, if you select sort by zip code on the Sorting tab, the Presort by Library check box will appear. Clear the Presort by Library check box, and the notices will be sorted by zip code only.
Additional Sorting Considerations
Some reports offer the None sorting option, which is a no-sort option.
Sorting selections made within a report are not applied to pipe-delimited files. For example, if you sort a report’s output by zip code, the zip code sort is not applied to the contents of the pipe-delimited file.