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ukcs_management_information

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 ukcs_management_information [2018/06/26 20:25]127.0.0.1 external edit ukcs_management_information [2020/03/07 02:17] (current)168.91.36.43 2020/03/07 02:17 2018/06/26 20:25 external edit 2020/03/07 02:17 2018/06/26 20:25 external edit Line 1: Line 1: + __false__ - | \\ | ===   === | === General === | Importance\\ | Compliance\\ | - | ==== R1 ==== | \\ | The system must provide standard management information from the main functional areas (see below)\\ | \\ | \\ | - | ==== R2 ==== | \\ | It must be possible for the Library to define how long data is retained on the system for use in reporting.\\ | \\ | \\ | - | ==== R3 ==== | \\ | It must be possible for the Library to define and run its own regular and ad hoc reports without using a complex query language and without the intervention of systems staff\\ | \\ | \\ | - | ==== R4 ==== | \\ | It must be possible to save report specifications for re-use\\ | \\ | \\ | - | ==== R5 ==== | \\ | It must be possible to tailor pre-defined management information reports and to run these on a regular or ad hoc basis\\ | \\ | \\ | - | ==== R6 ==== | \\ | Layout and filing order of reports should be library-definable,​ with standard layouts also provided\\ | \\ | \\ | - | ==== R7 ==== | \\ | The system must be able to provide statistical information on an hourly, daily, weekly, monthly and annual (academic/​financial year) basis\\ | \\ | \\ | - | ==== R8 ==== | \\ | It must be possible to produce snapshot statistics\\ | \\ | \\ | - | \\ | \\ | It must be possible to:\\ | \\ | \\ | - | ==== R9 ==== | \\ | view reports and statistics online\\ | \\ | \\ | - | ==== R10 ==== | \\ | output reports and statistics via e-mail\\ | \\ | \\ | - | ==== R11 ==== | \\ | output reports and statistics to electronic files (for ftp, download etc.)\\ | \\ | \\ | - | ==== R12 ==== | \\ | output reports and statistics to local and system printers\\ | \\ | \\ | - | ==== R13 ==== | \\ | download data from the system into standard PC packages for further analysis, e.g. spreadsheets,​ databases\\ | \\ | \\ | - | ==== R14 ==== | \\ | Data must be exportable in ASCII and comma-delimited formats\\ | \\ | \\ | - | == V1 == | A\\ | The system must provide pre-defined reports to meet the requirements of SCONUL\\ | \\ | \\ | - | == V2 == | P\\ | The system must provide pre-defined reports to meet the requirements of CIPFA\\ | \\ | \\ | - | == V3 == | P\\ | The system must provide pre-defined reports to meet Public Lending Right requirements\\ | \\ | \\ | - | \\ | \\ | Standard reports must include the following:​\\ | \\ | \\ | - | \\ | ===   === | === Bibliographic database management === | \\ | \\ | - | ==== R15 ==== | \\ | Statistics of records added to the database, broken down by library-defined categories, e.g. material type, class mark, type of record (local/​external)\\ | \\ | \\ | - | ==== R16 ==== | \\ | Lists of titles selected by a combination of a range of categories, e.g. date of input, class-mark / shelf-mark, material type\\ | \\ | \\ | - | ==== R17 ==== | \\ | Bibliographic records with no items attached\\ | \\ | \\ | - | ==== R18 ==== | \\ | Lists of new authority headings\\ | \\ | \\ | - | ==== R19 ==== | \\ | Withdrawals\\ | \\ | \\ | - | ==== R20 ==== | \\ | Inventory and stock check reports\\ | \\ | \\ | - | \\ | ===   === | === OPAC === | \\ | \\ | - | ==== R21 ==== | \\ | Usage statistics by title\\ | \\ | \\ | - | ==== R22 ==== | \\ | Usage by borrower category\\ | \\ | \\ | - | ==== R23 ==== | \\ | Usage by type of search\\ | \\ | \\ | - | ==== R24 ==== | \\ | Failed searches\\ | \\ | \\ | - | ==== R25 ==== | \\ | Self-service transactions\\ | \\ | \\ | - | \\ | ===   === | === Circulation === | \\ | \\ | - | ==== R26 ==== | \\ | Reports and statistics relating to circulation transactions,​ including: issues, returns, renewals, fines, reservations,​ with accumulation on an hourly, daily, weekly, monthly and annual basis; breakdown of statistics by borrower/​loan status/​collection category/ broad classification and any combination of these\\ | \\ | \\ | - | ==== R27 ==== | \\ | Reports on reservations:​ reserved items not on loan (for shelf check); reserved books with over a library-defined number of reservations (purchase alert); reserved books that have passed their holding date; uncollected reservations;​ outstanding reservations including number of days outstanding\\ | \\ | \\ | - | ==== R28 ==== | \\ | Reports on borrowers with fines and overdues\\ | \\ | \\ | - | ==== R29 ==== | \\ | Lists of titles with specified loan status or collection category\\ | \\ | \\ | - | ==== R30 ==== | \\ | Lists of borrowers with tickets due to expire within library-defined period\\ | \\ | \\ | - | ==== R31 ==== | \\ | Analysis of borrower information:​ by academic department/​borrower category; levels of library usage and non-usage\\ | \\ | \\ | - | == V4 == | P\\ | Reports on stock rotation activity, including: items in a particular rotating collection; current site of any item in a rotating collection; total items at a given site which are part of a rotating collection\\ | \\ | \\ | - | == V5 == | P\\ | Mobile library statistics, including stop points\\ | \\ | \\ | - | \\ | ===   === | === Acquisitions (relating to serial as well as monograph orders) === | \\ | \\ | - | ==== R32 ==== | \\ | Acquisitions statistics, by library-defined categories including: gift/​purchase;​ material type; supplier; fund; country of publication\\ | \\ | \\ | - | ==== R33 ==== | \\ | Outstanding orders by supplier, by fund / order date / order number / material type\\ | \\ | \\ | - | ==== R34 ==== | \\ | Completed orders by supplier / fund / material type\\ | \\ | \\ | - | ==== R35 ==== | \\ | All orders, by financial year; broken down by material type and supplier\\ | \\ | \\ | - | ==== R36 ==== | \\ | Cancelled orders\\ | \\ | \\ | - | ==== R37 ==== | \\ | requests for purchase from users\\ | \\ | \\ | - | ==== R38 ==== | \\ | Lists of suppliers\\ | \\ | \\ | - | ==== R39 ==== | \\ | Analysis of supplier performance e.g. average supply time, price and discount information,​ level of non-supply\\ | \\ | \\ | - | ==== R40 ==== | \\ | Monthly, annual and on demand fund reports, including commitment and expenditure\\ | \\ | \\ | - | ==== R41 ==== | \\ | Expenditure by supplier\\ | \\ | \\ | - | ==== R42 ==== | \\ | Expenditure by library-defined subject areas / departments\\ | \\ | \\ | - | ==== R43 ==== | \\ | Lists of recent accessions\\ | \\ | \\ | - | ==== R44 ==== | \\ | Statistics of EDI transactions\\ | \\ | \\ | - | ==== R45 ==== | \\ | Reports on unsuccessful transmissions\\ | \\ | \\ | - | \\ | ===   === | === Serials control === | \\ | \\ | - | ==== R46 ==== | \\ | Lists of titles with unfulfilled claims, after penultimate and final claims, by supplier\\ | \\ | \\ | - | ==== R47 ==== | \\ | Cancelled subscriptions,​ by supplier / financial year\\ | \\ | \\ | - | ==== R48 ==== | \\ | Cumulating daily, monthly and annual totals of issues checked-in, by library-defined categories, e.g. frequency, fund code\\ | \\ | \\ | - | ==== R49 ==== | \\ | Lists of current serials by combinations of: title, classmark, supplier, material type, fund code\\ | \\ | \\ | - | ==== R50 ==== | \\ | Binding: number of volumes sent to bind, number returned, analysis of time spent at binding\\ | \\ | \\ | - | \\ | ===   === | === Inter-library loans === | \\ | \\ | - | ==== R51 ==== | \\ | Statistics of ILL requests satisfied / unsatisfied / cancelled / outstanding\\ | \\ | \\ | - | ==== R52 ==== | \\ | Statistics of items by supplier: requests satisfied / unsatisfied,​ by material type\\ | \\ | \\ | - | ==== R53 ==== | \\ | Costs by supplier/​fund/​material type\\ | \\ | \\ | - | ==== R54 ==== | \\ | Relative statistics of photocopies supplied / items for home loan / items issued for reference use\\ | \\ | \\ | - | ==== R55 ==== | \\ | Supply times: average; shortest; longest\\ | \\ | \\ | - | ==== R56 ==== | \\ | Statistics of items requested, broken down by borrower category and material type\\ | \\ | \\ | - | ==== R57 ==== | \\ | Statistics of items supplied to other libraries: requests satisfied / unsatisfied,​ by material type\\ | \\ | \\ |
ukcs_management_information.txt · Last modified: 2020/03/07 02:17 by 168.91.36.43