2010 Leadership Grant

Deploying Collections

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Report: Monthly Catalog Numbers

Run from: Jasper / Reporting Webapp

Parameters: All objects based on Collection Type field, but excluding Record Status of “skeleton” or Identification Number with *test* or *skeleton* as part of the field data. Ability to update the date range for the month just completed, and report tells how many objects were cataloged in that time.

Output: XLS

Example: Monthly Catalog Numbers report.pdf

Fields:

 

Field Name (UI)

Procedure

Field Name (Schema)

Table Name

Identification Number

 Cataloging

 

 

Record Status

 Cataloging

 

 

Collection Type

Cataloging

 

 

Controlled Object Name(primary radio dial selected)

Cataloging

 

 

Title

Cataloging

 

 

Cataloged By

Cataloging

 

 

Cataloged Date

Cataloging

 

 

 

Report: Image Files attached to Cataloging Records

Run from: Jasper / Reporting Webapp

Parameters: Total number of object records with attached images files based on Collection Type field.  In CSpace it would be number of catalog records with Media Handling records related .

Output: XLS

Example: Image Files Attached to Cataloging Records.pdf

Fields:

 

Field Name (UI)

Procedure

Field Name (Schema)

Table Name

Identification Number

 Cataloging

 

 

Controlled Object Name(primary radio dial selected)

Cataloging

 

 

Collection Type

Cataloging

 

 

Identification Number

Media Handling

 

 

Date Created

Media Handling

 

 

File Information Group (= not empty)

Media Handling

 

 

 

Report:  Object Standing

Run from: Jasper / Reporting Webapp

Parameters: Update the date range for each month just completed, and report tells how many records were updated at that time. 

Output: XLS

Example: Object Standing Report.pdf

Fields:

 

Field Name (UI)

Procedure

Field Name (Schema)

Table Name

Identification Number

 Cataloging

 

 

Controlled Object Name(primary radio dial selected)

Cataloging

 

 

Collection Type

Cataloging

 

 

Object Standing

Cataloging

 

 

Date (Object Standing)

Cataloging

 

 

By (Object Standing)

Cataloging

 

 

 

Report:  Record Status

Run from: Jasper / Reporting Webapp

Parameters: Report that helps us ID records that need work (i.e. supervisor approval, needs images, etc..).  Again, some ability to search with Advanced Search, but not detailed enough

Output: XLS

Example: Record Status Report.pdf

Fields:

 

Field Name (UI)

Procedure

Field Name (Schema)

Table Name

Identification Number

 Cataloging

 

 

Other Number (all repeated fields separated by “;”)

 Cataloging

 

 

Controlled Object Name(primary radio dial selected)

Cataloging

 

 

Record Status

Cataloging

 

 

Comment (primary radio dial selected)

Cataloging

 

 

 

Report:  Loan In List 

Run from: Loan In

Parameters: All objects related to an incoming loan

Output: DOC

Example: Loan In Report.pdf

Fields:

 

Field Name (UI)

Procedure

Note

Loan In Number

Loan In

Header

Lender

Loan In

Header

Lender's contact

Loan in

Header

Lender's address line 1

Person/Organization authority

Header

Lender's address line 2

Person/Organization authority

Header

Lenders's municipality

Person/Organization authority

Header

Lender's state/province

Person/Organization authority

Header

Lender's postal code

Person/Organization authority

Header

Lender's telephone number

Person/Organization authority

Header

Lender’s email

Person/Organization authority

Header

Loan Status (primary radio dial selected)

Loan In

Header

Loan In Date

Loan In

Header

Loan Return Date

Loan In

Header

Loan Status Date

Loan In

Header

Loan Purpose

Loan In

Header

Identification Number

Cataloging

 

Other Number (all repeated fields)

Cataloging

 

Controlled Object Name

Cataloging

 

Other Name

Cataloging

 

Valuation Amount

Valuation

Valuation amount from related Valuation record with most recent Valuation date

 

Report:  Loan Out List 

Run from: Loan Out

Parameters: All objects related to an outgoing loan

Output: DOC

Example: Loan Out Report.pdf

Fields:

 

Field Name (UI)

Procedure

Note

Loan Out Number

Loan Out

Header

Borrower

Loan Out

Header

Borrower's contact

Loan Out

Header

Borrower's address line 1

Person/Organization authority

Header

Borrower's address line 2

Person/Organization authority

Header

Borrower's municipality

Person/Organization authority

Header

Borrower's state/province

Person/Organization authority

Header

Borrower's postal code

Person/Organization authority

Header

Borrower's telephone number

Person/Organization authority

Header

Loan Status (primary radio dial selected)

Loan Out

Header

Loan Out Date

Loan Out

Header

Loan Return Date

Loan Out

Header

Loan Status Date

Loan Out

Header

Loan Purpose

Loan Out

Header

Identification Number

Cataloging

 

Other Number

Cataloging

 

Controlled Object Name

Cataloging

 

Other Name

Cataloging

 

Valuation amount

Valuation

Valuation amount from related Valuation record with most recent Valuation date

 

Report:  Current Location with Image (new 5 Aug) 

Run from: Storage location authority term record

Parameters: All objects for which storage location is the computed current location

Output: DOC

Example: 

Fields:

Field nameProcedurePrimary or All Values
Identification numberCataloging 
Other numberCatalogingAll values
Object nameCatalogingPrimary
ImageMedia handlingRelated media record w/checkbox "is primary"

 

Report:  Group Object List with Image (added 5 Aug)

Run from: Group procedure

Parameters: All objects for which storage location is the computed current location

Output: DOC

Example: Group Report.pdf

Fields:

Field nameProcedurePrimary or All valuesNote
TitleGroup Header
Identification numberCataloging  
Other numberCatalogingAll values 
Object nameCatalogingPrimary 
Other nameCatalogingAll values 
ImageMedia handlingRelated media record with checkbox "Is primary" 
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