Use this page to record specific reporting needs–both the data required and the intended use.
List the reports by name or type, with all data needs, then list the data needs separately in the data matrix.
Priority will follow this order: mandatory (data you must supply), necessary (data for ordinary and expected workflows), and desirable (data for various projects; data not yet available but in development). Given current time and resource constraints, reports utilizing data that is not yet available through Alma, and not on the development roadmap, will not be considered at this time.
Mandatory Reports | |||||||||||||
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Report | Data | ||||||||||||
ACRL |
Please review file to see if I improperly excluded items. | ||||||||||||
ACRL (CSU tab) | Total number of serial titles (print and electronic) Total number of reference transactions at levels 3 and 4 in a typical week
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IPEDS (formerly NCES) |
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GAAP | Capital Assets for Library Book additions, disposals, gifts and depreciation
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Accreditation | |||||||||||||
Journal Holdings (e.g. RapidILL) | Title, ISSN/ISBN, holdings data (print titles)/access or entitlement data (electronic titles) |
Necessary Reports | |
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Report | Data |
Fiscal Close | Line-item report of all FY financial activity: fund code, fund name, voucher or payment ID, payment record ID, title, amount (appropriation, encumbrance, or expenditure). (If possible: electronic/physical, format (book/journal/video, etc.), 1 time/continuing, single/collection, external fund) |
Desirable Reports | |
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Report | Data |
Data for Reports | ||
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Category | Type | Report |
Acquisitions | Expenditures, filtered by format or fund, to verify PeopleSoft dashboard report | GAAP Audit |
Bibliographic (or item-level?) | Volumes added and withdrawn; payment/gift status possible? | GAAP Audit |
Bibliographic | Marc Holdings Data | Holdings Report |
Bibliographic | Number of titles (in all formats) available in a given set of subjects. | Accreditation |
Electronic Resources | Number of titles in an ebook package; date activated possible? | GAAP Audit |
Electronic Resources | Access, entitlement, or holdings data | Holdings Report |