Hi Tasha, We were also a former Millennium library that migrated to Koha, though it's been a while (migrated in 2016). Reports are essentially Millennium's "Lists" but they require more skill to create. So your example would need to be a SQL Report filtering according to the properties you've laid out (e.g. biblios not linked to the orders table, with item location in (X, Y, Z), biblio.author != 'AUTHOR', etc.).
I hosted workshops (here's a recording of one <https://youtu.be/K0zTu4qZ88c>) with our catalogers and other technicians on learning basic SQL and I write the more sophisticated reports for them. You can use runtime parameters to make the reports a little more flexible so that staff can adjust them to changing needs but they're not going to be able to accomplish much on their own without an understanding of SQL. I never use the guided reports in Koha and my memory of the few times I tried was that you couldn't accomplish anything substantial, but then again I prefer working in SQL anyways as it's so much more powerful than abstractions like Guided Reports or Create Lists. Best, ERIC PHETTEPLACE Systems Librarian, Libraries (he/him) ephettepl...@cca.edu | o 510.594.3660 (cca) 5212 Broadway | Oakland, CA | 94618 CCA is situated on the traditional unceded lands of the Ohlone peoples. Black-owned bookstores in Oakland: Ashay by the Bay <https://ashaybythebay.com/>, Marcus Books <https://www.facebook.com/marcus.books/> :(){ :|: & };: On Thu, Jan 21, 2021 at 10:15 AM Bales (US), Tasha R < tasha.r.ba...@boeing.com> wrote: > What would be the Koha equivalent to Millennium Create Lists* (or Alma > Normalization Rules and Record Sets)? > > So far, I see that lists and carts can be used to update records in Koha, > but this seems to demand working with a pre-determined list of record > numbers, or else by manually adding items to a cart. What if I need to > update a huge number of "unknown" records meeting specific criteria? > > Can anyone suggest what the approach would be to accomplish an objective > like this: > > A non-administrator with limited technical skills needs to gather and > update 40,000 bib records in Koha that can't be identified by any single > unifying attributes. My Millennium query might have looked like this: > > * Bib record not attached to order AND > > * (Location is Y or Location is X or Location is Z) and > > * Author is not TODD and > > * Note doesn't have FREE > > *Millennium Create Lists allows you to create a Boolean Search, with up to > about 20 statements, to query the entire database (various methods to > search subsets or existing result sets also exist) and saves it to a file > that can then be exported, or operated on (to apply global updates to fixed > or variable fields, for instance). No knowledge of SQL is needed. > > Thanks in advance for any tips. As an administrator, I could conceivably > do this with SQL, but that's not feasible for cataloging staff. We update > large quantities of records all the time. > > > Tasha R. Bales > _______________________________________________ > > Koha mailing list http://koha-community.org > Koha@lists.katipo.co.nz > Unsubscribe: https://lists.katipo.co.nz/mailman/listinfo/koha > _______________________________________________ Koha mailing list http://koha-community.org Koha@lists.katipo.co.nz Unsubscribe: https://lists.katipo.co.nz/mailman/listinfo/koha