2.2 Creating Label Reports Selections

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Customizing your label report selections

 

Video Transcription

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Let’s learn about the reports window. The window to the right of category is called “Reports.” When you see a report appear in this window, you can click on the report to begin customizing the report to show the information you want to see. Apply what you learned in the last course and find the “copy label” report that you want run. For a quick exercise, you should be able to find the copy label reports using the “search” box or the “categories” on the left. Let’s discuss the primary difference between “copy labels” and “legacy labels” . With copy labels you can customize different information that appears on the report. This includes bolding text, adding custom text, changing the color of the text, altering the fields you want on your labels, and altering the positioning of the text. The only thing you cannot change is the color of the barcode itself. The reason for this is to ensure your scanner picks up scans. The only thing you can add in “legacy labels” is custom text. Take a look at both reports and see what best suits your needs. Once you click on the report. You will notice the bottom half of the reports screen opens up two tabs, “Selections” and “options.” The “selections” tab will decide what will be included on the report. You do not need to include information in all the selections, but rather look for a selection that is relevant for the books you need to print labels for. If you recall from our courses on creating items, we mentioned the copy “accession date.” This is often times the most relevant selection for this report. After creating items, you need to print labels for those books so they can be ready for circulation. Go ahead and put the date of when you added your copies into the “copies added” selection. Keep in mind you can use whatever selection you want. If the selections you see aren’t helping you, check the “show additional selections” box. This will give you more selections. Once your selection is set. Click on the “options” tab. The “options” tab is where you will customize your label report. The first thing you will notice is “sort by.” This simply sorts the labels on your print out. If you sort by author, it will sort alphabetically. If you sort by barcode, it will sort numerically. To the right of “sort by,” you will see number of labels to skip and number of label copies. If you are using a label sheet that is missing a few labels, we allow you to skip those labels. If for some reason you need more than one copy of labels, you can adjust that accordingly by adjusting the number of label copies. If you’re using the “copy barcode labels” report, you can now create the labels you want. First, on the left hand side is a window that shows you how your label is going to look based on what you choose to the right. To adjust all the text that shows up on the labels, simply click on the field on the left. You will then be able to adjust the information on the right. The first field in the barcode label viewing window is blank. The reason for this is because the data field on the right defaults to empty. If you want to add data, go ahead and click where it says “empty” and select what you would like. Remember, this is all optional. The “size” dropdown only applies to the physical barcode you will be scanning. “Justification” refers to the position where the text will be on the label. Left, Center and Right. “Color” will let you change the color of the text. Last, you can check “bold” to make the text appear in bold. You may want to create spine labels as well. Up above the “customization” screen, you will see your “other” label reports. The steps for creating your spine labels are the same as barcode labels, you just need to know what spine labels you want run. Last is the legacy labels. This is a simplified way of creating labels but the selections remain the same. You still have options, which you can still “sort by”, “skip labels” and create more than one copy. The only real customization for legacy labels is the ability create custom text. Let’s get ready to run our report. Before you click run in the bottom right hand corner, let us teach you a few things regarding the run button and operation management. We will see you in the next course!
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