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| title | Reporting Code 1: Order Material Type |
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We plan to apply the Aleph order material type to our migrated orders after go-live using the PO Line API to update Reporting Code 1. The PO Line Type in Alma is not as granular as we’d like for our reporting needs and the PO Material Type for electronic orders is not a customizable list. To best accommodate our reporting needs, Reporting Code 1 contains a list of order material types. Note: Discussion 4/25/24 about open gap to identify Packages Reporting Code 1 |
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Audio Book | Annual Access Fee | Books on CD | CDROM | CD Recording | Code/Statute (tentative - needed by Law) | Court Report (tentative - needed by Law) | Data and Datasets | Database | Digest (tentative - needed by Law) | DVD | Electronic Book | Electronic Continuation | Electronic Journal | Electronic Monographic Series | Electronic Newspaper | Electronic Serial | Electronic Sets | Encyclopedia/Sets (needed by Law) | Foreign Primary Material (tentative - needed by Law) | Looseleaf Treatise (tentative - needed by Law) | Manuscript | Microfiche | Microfilm | Microform | Monographic Series | Map | Miscellaneous Credit | Miscellaneous Fee | Newspaper | Print Continuation | Print and Electronic Journal | Print and Electronic Serial | Print and Electronic Sets | Print Book | Print Journal | Print Newspaper | Print Serial | Score | Sets | Supplemental Treatise | Streaming Media | Video | Working Tools (Tentative - used by Ford in Order Group, but need to confirm whether his is needed for future orders) |
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Other Order Reporting Code Requests to Consider/Discuss
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| title | Reporting Code 2: Selector initials |
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DUL Collections Services Monograph Acquisitions tracks selector initials in the Library Note field. They’d like to find a way to track the selector in Alma and reporting code is a possibility.  Image Added |
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| title | Reporting Code 3: Publication Status |
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Acquisition Method in Aleph is used to track publication status of ongoing orders such as “Delayed Publication” and “Suspended”- doesn’t exist in Alma. |
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Notes on discussions of other data elements that were considered for Reporting Codes:
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| title | Order Group - Propose adding to Reporting Code 1 (material types) |
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Update on 5/13: Julie added tentative values to the Reporting Code 1 list above to include the Law library values as a proposal for review. The Aleph Order Group is used by the Law Library to indicate publication types. Could these values be added to Reporting Code 1?  For reference in reviewing this request, the following is a count of active orders (status SU or SV) by Ordering Unit and Order Group: Ordering Unit | Order Group | Description | Count of Active Orders |
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Ford Library Order Counts | FORDO | s | Serial | 405 | FORDO | b | Book/Monograph | 322 | FORDO | null | | 164 | FORDO | w | Working Tools | 120 | FORDO | B | ? | 118 | FORDO | l | Looseleaf Treatise | 6 | FORDO | v | Looseleaf Serial | 6 | FORDO | S | ?? | 1 | Law Library Order Counts | LAWO | s | Serial | 684 | LAWO | b | Book/Monograph | 236 | LAWO | d | Code/Stat | 118 | LAWO | y | Foreign PM | 68 | LAWO | u | Suppl Tr | 63 | LAWO | l | Looseleaf Treatise | 51 | LAWO | c | Court Rept | 40 | LAWO | g | Digest | 6 | LAWO | null | | 6 | LAWO | - | | 5 | LAWO | e | Encyc/Set | 4 | LAWO | S | ? | 1 | LAWO | v | Looseleaf Serial | 1 | Med Center Library Order Counts | MCLO | s | Serial | 576 | MCLO | b | Book/Monograph | 50 | MCLO | null | | 5 | MCLO | S | ? | 5 | DUL Order Counts | PERKO | null | | 14995 | PERKO | ys | | 1239 | PERKO | swc | | 664 | PERKO | jmb | | 614 | PERKO | bsc | | 609 | PERKO | wdv | | 572 | PERKO | smb | | 529 | PERKO | SWC | | 327 | PERKO | WILEY | | 290 | PERKO | RL | | 217 | PERKO | feg | | 211 | PERKO | ts | | 148 | PERKO | WDV | | 87 | PERKO | yid2 | | 51 | PERKO | rl | | 49 | PERKO | kap | | 34 | PERKO | deb | | 33 | PERKO | me | | 24 | PERKO | Nature | | 21 | PERKO | ELSEVIER | | 21 | PERKO | sat | | 18 | PERKO | IM | | 17 | PERKO | b | | 15 | PERKO | Wiley | | 8 | PERKO | SAGE | | 7 | PERKO | yid | | 5 | PERKO | s | | 4 | PERKO | YID2 | | 3 | PERKO | SPRINGER | | 2 | PERKO | jkw | | 2 | PERKO | Yid | | 1 | PERKO | jnj | | 1 | PERKO | wiley | | 1 | PERKO | IOP | | 1 | PERKO | yid/csf17 | | 1 | PERKO | a | | 1 | PERKO | ccs | | 1 | PERKO | AHB | | 1 |
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| title | Law Foreign Expenditure |
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LC class number in 949 field for tracking specific foreign expenditure. Usually it is a 1-3 character code. Are there other ways to track the jurisdiction within Alma such as on the invoice or by looking at foreign vendors? It looks like Analytics offers some data elements from MARC in the Fund Expenditure subject area - is that a possibility for this? 5/15/24: Law will think through how to capture this in Alma since it’s captured in MARC - could we build a query looking for the jurisdiction and then join to a list of expenditures? Possibly use a Local Param in analytics? See: https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Add_bibliographic_fields_to_Alma_Analytics
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| Acquisition Method in Aleph is used to track publication status of ongoing orders such as “Delayed Publication” and “Suspended”- doesn’t exist in Alma. |