Reporting Codes

Alma reporting codes are sets of customizable controlled vocabularies added to purchase orders to support reporting needs. Here are some reminders about reporting codes:

Reporting code isn’t a required field, but users do see an Alert when saving the order if they haven't chosen a reporting code.
You can add a reporting code to an order at any point in the lifecycle (even when they're closed)
Reporting codes apply to all libraries within our Alma instance (we can’t create separate sets of values for Law, Ford, etc)
Reporting codes display on invoice lines that are linked to a PO and you can customize your invoice line view to include multiple reporting codes.

Proposed List of Reporting Codes

The following list contains reporting codes suggested by members of the Alma Acquisitions Implementation Team. Further discussion is needed to finalize this list, so the use of reporting codes may change as we learn more about Alma functionality and our reporting needs.

Reporting Code 1: Order Material Type

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.

Reporting Code 1
Audio Book
Annual Access Fee
Books on CD
CDROM
CD Recording
Data and Datasets
Database
DVD
Electronic Book
Electronic Continuation
Electronic Journal
Electronic Monographic Series
Electronic Newspaper
Electronic Serial
Electronic Sets
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
Streaming Media
Video

Other Order Reporting Code Requests to Consider/Discuss

Selector Intials ("Department" in Aleph)

Law Foreign Expenditure

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 this within Alma, such as on the invoice or by identifying foreign vendors?

Publication Status

Acquisition Method in Aleph is used to track publication status of ongoing orders such as “Delayed Publication,” but we won’t customize acquisition methods in Alma for this purpose.