New Items by Fund List Documentation

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Impromptu Report Documentation

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Report Title	Items ordered on TRELLIS
Report Reference #
Revision Date	2008-05-28
Requestor	Michele Laing

Impromptu File Name	Directory	Catalogue Name
New_items_by_fund.imr	C:\Impromptu Web Reports\Acquisitions	C:\Impromptu Web Reports\Acquisitions\Acquisitions-serials.cat

Impromptu File Name

Directory

Catalogue Name

New_items_by_fund.imr

C:\Impromptu Web Reports\Acquisitions

C:\Impromptu Web Reports\Acquisitions\Acquisitions-serials.cat

Web File Name (login)	Web News Box
new_items_by_fund (see sample)	TUG Reports and Cubes/Collections/Location Item Type Reports

Report Description:

This report produces a list of titles for which new items were created if a purchase order exists on the record. The item location, date range that the items were created and the fund that ordered the item are specified through prompts. This report can include items that are "serial" type items/orders. A report that only include monographic orders is the New Books by Fund report.

Prompt	Type	Description
Choose location codes that start with:	type in	Enter the start characters of the item locations to select from
Select funds starting with (use UPPER case only):	type in	Enter the first characters of the fund name (e.g. PLANNING)
Select one or more locations	Picklist	Select the item locations to include in the report
Report items created in last N days:	type in	Enter the number of days to include in the report (default is 31)

Filters:

Item location equals one of the locations selected

Fund name starts with the characters entered in the fund name prompt.

Item create date >= today's date minus the number of days entered in the prompt

Sort Order:

Item Location Name

Call number (ascending)

Data Elements:

Item location name (in header)
Call number
Title
Barcode
Use (circulation charge count)
Browses
Item Type
Item Status

Important Notes:

The report will include any items on orders that are attached to a fund that has a fund name starting with the fund name entered in the second prompt. If a reporting fund name for a gift order or external fund order matches the prompt they will be included in the report.

Open order items that are created on bibliographic records with no order attached (separately catalogued) cannot be included in the report.

Estimated run time:

20 minutes

Report Developer:

Gail Sperling