UKCS+Management+Information

Importance || Compliance || The system must provide standard management information from the main functional areas (see below) || || || It must be possible for the Library to define how long data is retained on the system for use in reporting. || || || 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 || || || It must be possible to save report specifications for re-use || || || It must be possible to tailor pre-defined management information reports and to run these on a regular or ad hoc basis || || || Layout and filing order of reports should be library-definable, with standard layouts also provided || || || The system must be able to provide statistical information on an hourly, daily, weekly, monthly and annual (academic/financial year) basis || || || It must be possible to produce snapshot statistics || || || It must be possible to: || || || view reports and statistics online || || || output reports and statistics via e-mail || || || output reports and statistics to electronic files (for ftp, download etc.) || || || output reports and statistics to local and system printers || || || download data from the system into standard PC packages for further analysis, e.g. spreadsheets, databases || || || Data must be exportable in ASCII and comma-delimited formats || || || A || The system must provide pre-defined reports to meet the requirements of SCONUL || || || P || The system must provide pre-defined reports to meet the requirements of CIPFA || || || P || The system must provide pre-defined reports to meet Public Lending Right requirements || || || Standard reports must include the following: || || || Statistics of records added to the database, broken down by library-defined categories, e.g. material type, class mark, type of record (local/external) || || || Lists of titles selected by a combination of a range of categories, e.g. date of input, class-mark / shelf-mark, material type || || || Bibliographic records with no items attached || || || Lists of new authority headings || || || Withdrawals || || || Inventory and stock check reports || || || Usage statistics by title || || || Usage by borrower category || || || Usage by type of search || || || Failed searches || || || Self-service transactions || || || 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 || || || 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 || || || Reports on borrowers with fines and overdues || || || Lists of titles with specified loan status or collection category || || || Lists of borrowers with tickets due to expire within library-defined period || || || Analysis of borrower information: by academic department/borrower category; levels of library usage and non-usage || || || 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 || || || P || Mobile library statistics, including stop points || || || Acquisitions statistics, by library-defined categories including: gift/purchase; material type; supplier; fund; country of publication || || || Outstanding orders by supplier, by fund / order date / order number / material type || || || Completed orders by supplier / fund / material type || || || All orders, by financial year; broken down by material type and supplier || || || Cancelled orders || || || requests for purchase from users || || || Lists of suppliers || || || Analysis of supplier performance e.g. average supply time, price and discount information, level of non-supply || || || Monthly, annual and on demand fund reports, including commitment and expenditure || || || Expenditure by supplier || || || Expenditure by library-defined subject areas / departments || || || Lists of recent accessions || || || Statistics of EDI transactions || || || Reports on unsuccessful transmissions || || || Lists of titles with unfulfilled claims, after penultimate and final claims, by supplier || || || Cancelled subscriptions, by supplier / financial year || || || Cumulating daily, monthly and annual totals of issues checked-in, by library-defined categories, e.g. frequency, fund code || || || Lists of current serials by combinations of: title, classmark, supplier, material type, fund code || || || Binding: number of volumes sent to bind, number returned, analysis of time spent at binding || || || Statistics of ILL requests satisfied / unsatisfied / cancelled / outstanding || || || Statistics of items by supplier: requests satisfied / unsatisfied, by material type || || || Costs by supplier/fund/material type || || || Relative statistics of photocopies supplied / items for home loan / items issued for reference use || || || Supply times: average; shortest; longest || || || Statistics of items requested, broken down by borrower category and material type || || || Statistics of items supplied to other libraries: requests satisfied / unsatisfied, by material type || || ||
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 * || ==== ==== || ====Bibliographic database management==== || || ||
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 * || ==== ==== || ====OPAC==== || || ||
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 * ===R23<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * || ==== ==== || ====Circulation==== || || ||
 * ===R26<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * ===R30<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * || ==== ==== || ====Acquisitions (relating to serial as well as monograph orders)==== || || ||
 * ===R32<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * ===R42<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R43<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R44<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R45<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Serials control==== || || ||
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 * ===R47<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R48<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R49<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R50<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * || ==== ==== || ====Inter-library loans==== || || ||
 * ===R51<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
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 * ===R53<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R54<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R55<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R56<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||
 * ===R57<span style="font-family: "Times New Roman"; font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal;"> === || ||