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