| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
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1 | REPORT | BRIEF DESCRIPTION | REPT TYPE | EST USE | COMMENTS | NEED for DAY 1? | Frequency? | Exists in Alma or Alma Analytics? | Exists in Sierra? | |||||||||||||||||
2 | Active Serial & Standing Order Lists | Lists of Type 'S' or Type 'O' open (SV) orders linked to z601 transactions in the selected FY. Can be run by Ordering Unit or Order Sublibrary | ARROW | HIGH | UNF LOW; FIU-High | Yes (UCF) Yes (UF) | as needed | Create List | ||||||||||||||||||
3 | All Orders For A Vendor and Date Range | Lists both open and closed orders for the desired vendor over a given date range | ARROW | MEDIUM | needed on Day 1 to verify current migration. Really need to have All orders for all vendors on Day 1. (UCF); same for UF; Needed especially for tracking (textbook project and graphic design accreditation) at USFSP; FIU-High | Yes (UCF); Yes (UF); Yes (USFSP) | Create List | |||||||||||||||||||
4 | Count of Orders | Count of orders placed within the specified timeframe by method of order (EDI or Print). The report provides sublibrary totals for count of orders and price; vendor totals for count of orders and price; and college totals in each of the three sections. | LRS | LOW | FJD LOW; | Yes (MDC) | Statistics | |||||||||||||||||||
5 | count of serial subscriptions | counts serial subscriptions at the time the report is run | LRS | MEDIUM | Is this based on Aleph subscription records?; FJD LOW | Yes (MDC) | ? | |||||||||||||||||||
6 | count of serial subscriptions added | counts serial subscriptions added during the fiscal year | LRS | MEDIUM | Is this based on Aleph subscription records?; FJD LOW | Yes (MDC) | ? | |||||||||||||||||||
7 | Current Commitments and Expenditures | List of the Budget, Fiscal Year, Total Allocation, Invoices Not Yet Paid, Invoices Paid, Actual Balance, Encumbrance, and Free Balance. - 4 options for running | ARROW | HIGH | Most heavily used ARROW report. Critical for go live; FIU-HIGH (can not live without this one) | YES! (UCF); YES (UF); Yes (USFSP); Yes (SCF) | Funds | |||||||||||||||||||
8 | Expected issues | list of expected issues for a 2 month time period (the month just ending and the end of the next month; ie Jan 1, 2012 - Feb. 29, 2012) | LRS | MEDIUM | Move to the circ_resource_sharing_tab; FJD LOW | Yes (MDC) | ? | |||||||||||||||||||
9 | Expenditure Totals by Object Code | Expenditure totals for a FY - 2 options for running | ARROW | MEDIUM | HIGH for UF - critical for ARL and Library statistics; FJD LOW, UNF -High; FIU Medium (we understand Sierra won't have object codes) | YES (UF) | Funds | |||||||||||||||||||
10 | General Retrieval Form (acq-02-01 / acq-03) | Aleph acquisitions general retrieval | ALEPH | HIGH | Yes (SSC), Yes (MDC), Yes (FJD) Yes (BC) Yes (SCF) | monthly (SSC) | Create List | |||||||||||||||||||
11 | Invoice Totals by Date Range | Lists invoices created within the specified date range and invoice status. | ARROW | HIGH | FIU HIGH (use this one very often) | Yes (UF) | As needed | Create List | ||||||||||||||||||
12 | Issues Arrival Statistics by Sublibrary - Dates (serial-09) | report of the number of issue that have arrived within a specified range of dates, grouped by sublibrary, and collection (within a sublibrary) | ALEPH | HIGH | LOW (FJD) | Yes (MDC) | ? | |||||||||||||||||||
13 | New Holdings | Listing of holdings added for the month with call number, title, author and date of publication. Can be used as a listing of new “items” added by colleges that create item records with order records. | LRS | MED | Move to the cat_authorities tab | Yes (MDC); Yes (FJD); Yes (SCF) | monthly (FJD) | Statistics? | ||||||||||||||||||
14 | Order Activity Report | List of order activity by order status and Selector, including the library note from the order. | LRS | LOW | this is a necessary report for staff evaluation (TCC) - Sound similar to the ARROW reporst, Orders and Expenditures by Initiator - Current FY & Orders and Expenditures by Initiator - Acquisitions Version | no, but by end of year (TCC), Yes (MDC) | monthly | Create List | ||||||||||||||||||
15 | Orders and Expenditures by Initiator - Acquisitions Version | Lists orders and expenditures with the default output of 5 fields. Additional fields may be selected for inclusion. Report can be limited by up to 5 criteria. | ARROW | MEDIUM | Important report for UF but not critical for day 1 | No | Create List | |||||||||||||||||||
16 | Orders and Expenditures by Initiator - Current Fiscal Year | Simplified list of orders and expenditures for the current fiscal year. Three options for running | ARROW | MEDIUM | Create List | |||||||||||||||||||||
17 | Orders Arrived but not Completely Invoiced | Lists open Monograph and Standing Orders with a completed arrival status but unpaid invoice status. | ARROW | MEDIUM | FIU Medium | at least once a week (FIU) | Create List | |||||||||||||||||||
18 | Orders by Selector | List of orders by each Selector, including the library note from the order. Only orders with a status of SV or CLS and with an initiator name are listed. | LRS | MED | This is necessary for staff evaluation (SF) | Needed by September (SF) | Create List | |||||||||||||||||||
19 | Outstanding Orders by Vendor | The report provides a list of all open orders. 2 options for running. | ARROW | MEDIUM | helpful for arriving paid orders and marking them "CLS", used by USFSP; FIU Medium | quarterly (USFSP); once a month (FIU) | Create List | |||||||||||||||||||
20 | periodicals listing with in-house use | lists all periodicals (collection code PER) with a count of in-house transactions | LRS | LOW | FJD LOW | Yes (MDC) | ? | |||||||||||||||||||
21 | Serials Claim Report | lists issues that have not been received by their expected arrival date | LRS | MEDIUM | FJD LOW | Yes (MDC) | on demand | |||||||||||||||||||
22 | serials holdings report | all serial titles held by a campus based on whether the bibliographic record is a serial record. All data from corresponding items records and summary holdings fields in the holdings record (866, 867, 868) are reported. Since the report is based on the bibliographic record being a serial type record, the holdings will include titles in collections other than PER, such as REF or CIRC. | LRS | HIGH | Is there acquitions data involved or should this be moved to the Cat_Authorities tab?; FJD LOW | no, but by end of year (TCC) by end of year (SSC), Yes (MDC) | on demand | |||||||||||||||||||
23 | serials with scannable ISSN | lists serials in the PER collection with ISSN in scannable font | LRS | MEDIUM | FJD LOW | Yes (MDC) | ? | |||||||||||||||||||
24 | Statistics by Dates - Material/Month (acq-25) | report for a given time range, grouped by Acquisition Method ( Material Type, Month, Purchase Method (Purchase, Approval, Gift, etc.)) | ALEPH | HIGH | Yes (MDC) | Funds | ||||||||||||||||||||
25 | SUS Record Counts | Includes Counts of Order & Subscription records by Institution/Sublibrary. | WEB SITE | ? | Medium (UCF) | |||||||||||||||||||||
26 | Invoice Report (acq-10) | Transfers invoice information input into ALEPH to PeopleSoft so the invoices are paid. | ALEPH | HIGH | Yes (UF) | 2-3 times per month (UF) | ? | |||||||||||||||||||
27 | UNF - Added: Acq 16 | Alpeh general ledger | Aleph | Medium | shortly thereafter | |||||||||||||||||||||
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