...

• The committee recommends adding the following new reports.
  • Shelflist Report
  • Accession Record Report
  • Accession Receipt Report
  • Subject with Linked Records Report

Report Definitions

Shelflist Report

Description

The Shelflist Report includes a list of all locations and their associated top containers.

Purpose

This report is intended to support storage assessment, inventorying, shelf-reading projects. It is designed to answer the following questions:

• What are the locations that do not have associated containers?

• What are the locations that have containers, and what containers are they and to what accessions and resources do they belong?  

• What are the temporary locations and which ones have associated containers, and what containers are they and to what accessions and resources do they belong?

Data Sources

...

Label

...

Table

...

Field

...

Example

...

Repository

...

repository

...

name

...

Special Collections

...

Temporary Location

...

location

...

temporary_id

...

null

...

Building

...

location

...

building

...

Library

...

Floor

...

location

...

floor

...

4

...

Room

...

location

...

room

...

440

...

Area

...

location

...

area

...

Manuscripts

...

Location Barcode

...

location

...

barcode

...

11988006457623

...

Coordinate Label 1

...

location

...

coordinate_1_label

...

Row

...

Coordinate Indicator 1

...

location

...

coordinate_1_indicator

...

1

...

Coordinate Label 2

...

location

...

coordinate_2_label

...

Section

...

Coordinate Indicator 2

...

location

...

coordinate_2_indicator

...

1

...

Coordinate Label 3

...

location

...

coordinate_3_label

...

Shelf

...

Coordinate Indicator 3

...

location

...

coordinate_3_indicator

...

1

...

Location Profile

...

location_profile

...

name

...

Compact Storage Shelf

...

Title

...

accession

resource

...

title
title

...

Cadek Conservatory programs and photographs

...

Identifier

...

accession

resource

...

identifier

identifier

...

MS-009

...

Container Type

...

container

...

type_1_id

...

Box

...

Container Indicator

...

container

...

indicator_1

...

1

...

Container Barcode

...

container

...

barcode_1

...

11988006458544

...

Container Profile

...

container_profile

...

name

...

Document Case (Legal)

Formatting

Enumeration identifiers should be translated to their corresponding enumeration values for the fields listed below.

• location.temporary_id

• container.type_1_id

Brackets, quotation marks, commas, and null values should be removed from the fields listed below. Instead, subfields should be separated by hyphens, e.g. ABC123-DEF456-GHI789-JKL123.

...

accession.identifier

resource.identifier

Export Formats

Users of the Shelflist Report may export their data in the following formats.

• CSV

• PDF

• RTF

• HTML

• JSON

Additional Notes

When constructing the report, care must be taken to allow nulls in all fields.  In particular, the report should not fail simply because an institution has chosen not to use the Location or Container Management functionality.