[Wactclc-alma] For folks who attended the 2/22 Acquisitions session: Reporting Codes

Fri Apr 6 13:13:48 PDT 2018

Wow, thanks everyone! Things to think through and discuss when staff return from spring break.

Wade, I am by no means an expert. I was peering in and decided the best way for me to learn is to jump in. I'm treading water, and y'all are holding me up from drowning!

CB

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Thomas, Kirsti
Sent: Friday, April 06, 2018 12:48 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] For folks who attended the 2/22 Acquisitions session: Reporting Codes

At Seattle, we're reserving each set of Reporting codes for individual institutions.  So far, only South Seattle is using reporting codes, and at the time we migrated only Reporting Code 1 was reportable in Alma Analytics so South got ownership of Reporting Code 1.

The way that South Seattle sets up their budget, each librarian gets a lump sum that they use to purchase books for *all* of the subject areas and programs they support.  Because the budget line is for the librarian, not the subject or program, South Seattle assigns a Reporting Code to track which subject area/program something was purchased for.

Here are the Reporting Codes South Seattle uses:

South Aerospace

South Anthropology

South Art

South Astronomy

South Automotive

South AV

South Biology

South Booksale

South Business

South Careers

South Chemistry

South Communications

South Computer Software

South Computing

South Culinary Arts

South Diversity Studies

South Ecology

South Economics

South Education

South Engineering

South ESL

South Gender Studies

South Geography

South HazMat

South History

South Landscape Horticulture

South Language

South Law

South Literature

South Mathematics

South Medicine

South Military/Naval

South Miscellaneous

South Music

South Nuclear Science

South Nursing

South Nutrition

South Parenting

South Peace Studies

South Philosophy

South Photography

South Physics

South Political Science

South Psychology

South Reference

South Religion

South Science

South Social Sciences

South Sports

South Standing Orders

South Sustainability

South Web and Design

South Welding

South Wine

South Writing

At the North Seattle and Seattle Central, their budget lines (in general) are set for specific subject areas and programs.  They do this in part because the librarians  trade responsibilities for different subject areas as people come and go. North Seattle and Seattle Central have the Secondary and Tertiary Reporting Codes reserved for their use whenever they decide to they need them.

As far as I know, Periodicals and Databases are individual budget lines completely separate from monographic purchases at all 3 libraries.

Speaking as a former faculty librarian who had collection development responsibilities, I'm not a big fan of creating separate budgets for non-print/non-monographic materials.  If you want spending breakdowns by format, it's usually easy enough to generate that information more accurately in other ways.  Budgeting by format instead of subject also has a tendency to create imbalances in library resources for one subject area v. another.  For example, materials that support the health sciences are almost entirely in the form of (expensive) journals and databases while humanities typically rely on books.  As periodical and database costs grow, book budgets typically get cut, which has the practical effect of reducing support for humanities courses.  Constructing budgets to reflect subject areas rather than format does a better job making it clear what it really costs to support different courses and programs. But that's just my opinion. Others may vary.  ;)

It will be ok!

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Friday, April 06, 2018 09:39
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] For folks who attended the 2/22 Acquisitions session: Reporting Codes

CB,

Glad to see you digging into acquisitions. Looks like we're going to have another acquisitions expert in the house pretty soon :)

Here are the top level reporting codes Bellevue has set up currently (I'm sure Paula wouldn't mind me sharing them).

Bellevue doesn't have secondary or tertiary codes set up at this time.

If anyone else has a set of reporting codes you'd like to share (Kirsti? John? Naoko?), you can export your costs to excel, and then just paste them into an email like I did below.

Bellevue codes:

sh

Shipping

ah

Arts & Humanities

ss

Social Science

sci

Science

av

AV material

bus

Business

ed

Education

esl

ESL

hea

Health Sciences

hu

Human Development

it

Information Technology

lib

Library

pop

Paperback

ref

Reference

rep

Replacement

sto

Standing Orders

eb

Electronic book

bas

Bachelor Programs (Print)

ebas

Bachelor Programs (Electronic)

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Cara Beth Stevenson
Sent: Thursday, April 5, 2018 5:03 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] For folks who attended the 2/22 Acquisitions session: Reporting Codes

Paula,

Would you describe your reporting code structure? Or send screen shots?

I'm thinking of setting up GHC with top level of Physical or Electronic; second level with Monographs, Serials, or Audio/Visual; and third level with academic disciplines such as Humanities, Social Science, Science, Reference, Business, etc.

Cara Beth

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Thursday, February 22, 2018 2:17 PM
To: WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>) <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] For folks who attended the 2/22 Acquisitions session: Reporting Codes

One of the things we talked about...or just touched on, really...was the concept of reporting codes.

Paula Laine, from Bellevue College, talked to us about how she uses a very simple fund structure and then relies on reporting codes to form groupings for the purpose of reporting.

Here's some documentation about those codes:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/020Configuring_Reporting_Codes

[Title: Big Bend Community College Logo]

Shellie Whittaker
WACTC Library Consortium Services Coordinator
Big Bend Community College
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu>

360.452.5264

www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

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