McGill University Aleph 12.3 Report Analysis

Prepared by Larry Deck, Aleph Project Librarian, March 8th, 2000.

All reports available on the Aleph Staff Services Menu and the Library Utilities Util S were

run on MGT data and the output reviewed with Work Group Leaders.

Exceptions: Budget Management Requests which will be run next week on MGU data with the assistance of Joanna Andrews.

1. New Reports needed for Day One

(N.B. We could not find these reports. Please contact for more specific details or clarifications.)

Circulation

1.1 Courtesy discharges (daily)

For each sublibrary,

Overdue items belonging to that library but discharged (checked-in) at another library.

Item barcode number

Call number

Title

1.2 Hold requests that have lapsed (daily)

For each sublibrary,

Books not checked in that are no longer needed by the person who put the hold request on them.

1.3 Override events (weekly)

For each sublibrary,

For each override event:

Date & time,

User name of staff member initiating override

Type of override

Comments attached to override

1.4 Booksdeclared lost or missing

For each sublibrary,

Books declared lost or missing, by call number

Call number

Item barcode number

Title

Books declared lost or missing, but returned

Call number

Item barcode number

Title

1.5 Browses (weekly)

For each sublibrary,

Total number of browses (i.e., returns of items that were not on loan)

Cataloguing/Authorities

1.6 Error reports for all source records loaded

(OCLC, BNA, Laserquest, AG Canada, LCSH)

Serials

1.7 Claims for serials from order log (orders carried over from NOTIS).

Collections Development - Items

1.8 Inventory Report

Selection of item records by date range and or sub-library

Choice of sorting by sub-library, collection, call number

Can the McGill specific call number filing routine be applied?

Truncated title information to appear as well as loan status.

2. Changes to existing reports

Acquisitions

2.1In general acquisitions reports on financial transactions should include

totals and averages.

2.2 acq-14 – Send list of orders to a vendor (daily)

Needs to show a different address for each of three ordering units.

Needs to include ‘bill to’ and ‘ship to’ destinations – not always the same.

“Number of items” is misleading (e.g. in cases of multi-volume ‘items’), should be omitted.

Cataloguing/Authorities

2.3 ret-adm-01 – General retrieval for items

Needs a new parameter: date of last update of item record

High priority.

2.4 print-05 - Print catalog records with "SEEF" (Non-preferred) Headings

Currently prints full record for each bib record with see reference instead of established headings.

Should be more compact for purposes of printing, (record #, call #, title).

2.5 com-01 – Print triggers

Should be available in Staff Menu for 01 library.

2.6 p_manage_20 – Development Request - authority file updating

Add to Staff services menu

2.7 auth-04 – ambiguous headings list

Add to Staff services menu

Circulation

2.8 cir-06 - Hold shelf report

Should include, and sort by, call number

2.8 Util S – Standard Reports

The first six ( e.g. 1-6) reports in this group should have headers

with name of report and date run.

Reports 1 – 3 are monthly reports that only show 1 week of activity?

1

McGill University Aleph 12.3 Report Analysis

Prepared by Larry Deck, Aleph Project Librarian, March 8th, 2000