[Wactclc-alma] Analytics reports on Reserves expenditures

[Guidry, Wade]

SJ,

A different approach...

Can you create an analysis in course reserves that lists course / instructutor / MMSID / title of the streaming titles you're interested in reporting on?

If so, we might be able to combine that analysis with one from acquisitions to capture price for those titles.

If you can save that analysis in your environment, post back its name/location, and I'll take a look.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Tuesday, April 6, 2021 2:13 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Analytics reports on Reserves expenditures

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SJ,

Do you have room in your acquisitions reporting codes for course, instructor, or course/instructor, maybe at the tertiary level?

It would sort of depend on whether those streaming titles are part of a package, or if you are ordering them individually, so that you could use a course/instructor reporting code.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Tuesday, April 6, 2021 12:50 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Analytics reports on Reserves expenditures

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SJ,

We haven't done anything like this yet but we may need to in the not terribly distant future.  I've got 2 suggestions that you can take or leave as you see fit:


  1.  This might be a good topic for a deep-dive Thursday call
  2.  Our Reserves folks are doing regular calls together on Fridays to work on things like how to make good use of Analytics reporting for Reserves.  Would you be interested in joining a call or two with us? If we need to figure this out and you need to figure this out, putting our brains together might help us all.

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 <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Devereux, Saint-Jean
Sent: Thursday, April 1, 2021 14:04
To: wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Analytics reports on Reserves expenditures

Hi All,

I'm trying to decide where to store instructor and course info for our streaming films so it can be queried in analytics to see things like expenditures per course or instructor.
We can query at the department level with ledgers and reporting codes, but I'd like to get more granular if I can, and I haven't successfully built any reports linking Funds Expenditure and Course Reserves subject areas.
Some of the portfolio notes are accessible via analytics, and Funds Expenditure and E-Inventory subject areas are relatively easy to combine, but the notes are free text fields, so that's less than ideal.

Has anyone successfully built any reports they are willing to share that analyze expenditure on reserves?
thanks!

regards,


Saint-Jean Devereux
Library Technical Services

Shoreline Community College
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