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| Acquisitions Reports | |||||||||||
CUL Report Code and Link to Query | Last Updated | Report Name | Description | ~Time to run | Related JIRA REP Issues | Setup | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CR109 | standing order purchase orders | daily report run by acquisitions staff to review firm purchase orders against standing purchase orders | REP-283 | np55 | |||||||
| CR111 | duplicate orders on ISBN | used by Acquisitions to identify recent orders that duplicate already held volumes or that lack standard numbers and require manual searching | REP-281 | np55 | |||||||
| CR123 | 9/22/21 | open_orders | provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines | REP-283 | nb299 | ||||||
| CR134 | 10/26/2021 | appr_invoices_bib_data | This query provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. It also provides some Bib data, which will be more complete after the release of Folio Kiwi scheduled for November 2021. The elements that will be added are commented out in the main query. | REP-39, REP-83, REP-287 | nb299 | ||||||
| CR195 | 01/05/24 (revised) | expense_transfer | NEW | jl41 | |||||||
| CR213 | 06/21/2023 | current_encumbrances | This query provides a list of current encumbrances along with other encumbrances info per purchase order line. It can be filtered by fiscal year and fund code. | NEW | nb299, jl41,slm5 | ||||||
| CR231 | 3/8/24 | LTS Receiving | This report gets serials received by LTS personal, on which day it was received, with bill_to location "Law Technical Services not included", item format as "Physical, receiving status as "received", po_number, po_number prefix, order_format, ship_to location | LTS Acquisition Statistic Dashboard, LTS Receiving Story | np55 | ||||||
| CR232 | 3/8/24 | inst_updated_date | This query pulls the updated_by_userid and the updated_date field data from the inventory instance record. This data is then joined to the MARC 245/a field to get the instance title and instance HRID. | np55 | |||||||
| CR234 | 3/18/24 | LTS Firm Orders Created | This reports looks at new LTS Purchase orders created for new titles, print and electronic (Law titles are not included) | LTS Acquisition Statistic Dashboard, LTS Firm Orders | |||||||
| CR235 | 3/18/24 | LTS Approvals Titles Added | This report gets new titles that were received on approval plan via statistical code. | LTS Acquisition Statistic Dashboard, LTS Approval Orders | |||||||
| CR236 | 3/18/24 | LTS Miscellaneous Titles Added | This report pulls new titles added by instance statistical code | LTS Acquisition Statistic Dashboard, LTS Miscellaneous Titles Added | CR237 | 3/28/24 | Campus_Store_ISBNs_matched | This query matches a list of de-duped ISBNs from the Campus Store (books needed for course reserve) to library holdings. Campus NOTE: Store ISBNs are provided by the query requestor and are uploaded as a local table. | jl41 | ||
Annual Statistics Reports
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