MIT IS&T - MIT Data Warehouse

Libraries Reports

Instructions for downloading & processing reports

From the list of reports, find the one you want to download. Click on the [Download] button underneath the report name to download the report.

Reports with the symbol (standard reports) have been tested by a group of central and departmental users who have checked that the numbers in the report reliably tie out to SAP.

Reports without a symbol (user reports) have been reviewed by the Data Warehouse team and approved for posting on the web, but have not been through a formal testing process.

Circulation
**Information about the Circulation of Items including Events, Dates, Number of Loans, Type of Borrower and Item.**
Report	Description	Last Modified
Collection Usage Profile Report [Download]	This report generates a series of displays detailing the types of users borrowing material from a particular segment of the Libraries? collection. Report outputs include lists of patron statuses and departments which have borrowed books from the given range of the collection; the range of the collection can be limited by library, collection, call number, and material type, and the report can also be limited by circulation date. Detailed borrower status and department are only recorded back to August 1, 2007.	03/18/2014
High Circulation [Download]	This report generates a list of Titles for a Library and/or Collection based on the total number of times an item circulated (based on the Item Information and a count greater than 3 or what you choose), Date of Publication, a range of Class Numbers, Library Item Material and other limits. Note that: Detailed Item Loan counts begin on July 9, 2001. Total Loan counts go back to June 26, 1995. There are no statistics prior to this. One report is arranged by Call No. another by Author, and a third by No. of Times Circulated	01/25/2010
Low Circulation [Download]	This report generates a list of Titles for a Library and/or Collection based on Zero (0), or any low number of times an item did or did not circulate (based on Item information), Date of Publication, a range of Class Numbers, Library Item Material and other limits. Note that: Detailed Item Loan counts begin on July 9, 2001. Total Loan counts go back to June 26, 1995. There are no statistics prior to this. One report is arranged by Call No. a second by Author.	01/25/2010
User Group Circulation Report [Download]	This report generates a series of displays detailing the circulation behavior of a particular user group. Report outputs include lists of titles, libraries, collections, and call number ranges circulated by the given user group. The report can be limited by status, department, date of circulation, and material type. Detailed borrower status and department are only recorded back to August 1, 2007.	03/18/2014

Collection Management
Information on funds for library's budgets, receipt of new materials, management of collections including circulation and missing items. Some of the data comes only from the Item Data; other from the Circulation information.
Report	Description	Created By	Last Modified
Amount to Encumber (All Libraries) [Download]	This report generates a list of Fund Statuses for Monographs for all libraries for a fiscal year. It displays the Allocation Amount, Expenditures, % Spent, Actual Balance, Encumbrances, Free balance, % Free and the Capped Allocation Amounts (based on % max over commitment) with Subtotals and Totals. The report is arranged by Library and Fund. There are Pivot reports summarizing the same data. Corresponding reports are Amount to Encumber by Library and Library Fund Status (All Libraries).		02/09/2004
Amount to Encumber by Library [Download]	This report generates a list of Fund Statuses for Monographs for a library for a fiscal year. It displays the Allocation Amount, Expenditures, % Spent, Actual Balance, Encumbrances, Free balance, % Free and the Capped Allocation Amounts (based on % max over commitment) with Subtotals and Totals. The report is arranged by Fund. A corresponding report is Fund Status by Library.		02/09/2004
Collection Usage Profile Report [Download]	This report generates a series of displays detailing the types of users borrowing material from a particular segment of the Libraries? collection. Report outputs include lists of patron statuses and departments which have borrowed books from the given range of the collection; the range of the collection can be limited by library, collection, call number, and material type, and the report can also be limited by circulation date. Detailed borrower status and department are only recorded back to August 1, 2007.		03/18/2014
Fund Information Report [Download]	This report generates a series of displays characterizing the items purchased on a particular fund. Report outputs include title lists by call number and circulation; frequency reports for publishers, acquisition methods, and call numbers; and lists of the patron statuses and departments which have borrowed items purchased on the fund. The report can be limited by fund name, fiscal year, and call number range. This report contains two queries which must be run in sequence to achieve accurate results. Detailed borrower status and department are only recorded back to August 1, 2007.		03/18/2014
Fund Status (All Libraries) [Download]	This report generates a list of Fund Statuses for all libraries for a fiscal year. It displays the Allocation Amount, Expenditures, % Spent, Actual Balance, Encumbrances, Free balance and % Free with Subtotals and Totals. One report is arranged by Budget Group, Source and Library. Another report is arranged by Library, Budget Group and Source. There are two Pivots summarizing the same data. Corresponding reports are "Fund Status by Library" and "Amount to Encumber by Library."	Maija Ahlquist	02/09/2004
Fund Status by Library [Download]	This report generates a list of Fund Statuses for a library for a fiscal year. It displays the Allocation Amount, Expenditures, % Spent, Actual Balance, Encumbrances, Free balance and % Free with Subtotals and Totals. The report is arranged by Budget Group. There is a Pivot report summarizing the same data. Corresponding reports are "Fund Status (All Libraries)" showing similar data for all libraries and "Amount to Encumber by Library."	Maija Ahlquist	02/09/2004
High Circulation [Download]	This report generates a list of Titles for a Library and/or Collection based on the total number of times an item circulated (based on the Item Information and a count greater than 3 or what you choose), Date of Publication, a range of Class Numbers, Library Item Material and other limits. Note that: Detailed Item Loan counts begin on July 9, 2001. Total Loan counts go back to June 26, 1995. There are no statistics prior to this. One report is arranged by Call No. another by Author, and a third by No. of Times Circulated		01/25/2010
Low Circulation [Download]	This report generates a list of Titles for a Library and/or Collection based on Zero (0), or any low number of times an item did or did not circulate (based on Item information), Date of Publication, a range of Class Numbers, Library Item Material and other limits. Note that: Detailed Item Loan counts begin on July 9, 2001. Total Loan counts go back to June 26, 1995. There are no statistics prior to this. One report is arranged by Call No. a second by Author.		01/25/2010
Missing Items [Download]	This report generates a list of missing items for a library based on the missing date status. It displays item and holding library information, statuses and numbers of items missing. One report is arranged by Missing Status and Call Number, another by Collection and Call Number, and a third by Number Missing with Item Information. There is also a table that can be downloaded into Excel or other programs.		01/25/2010
New Books [Download]	This report generates a list of new titles (short bibliographic record) received by a holding library. The report may be limited to collection(s), fund(s) and/or class (es) based on a range of arrival dates (it may have arrived, but may not be cataloged ? there may be a 6 weeks delay). One report is arranged by Call Number, another by Author and Title, and a third by Collection and Title. There is also a table that can be downloaded into Excel or other programs.		02/09/2004
Storage Data Report [Download]	This report generates a raw data set intended to be used by the Libraries? Collections Strategy & Management staff in conjunction with the storage report documentation to generate lists of candidates for storage.		02/18/2014
Titles Received by Donor [Download]	This report generates a list of titles received on a Donor Fund for a given Fiscal Year.		02/09/2004
User Group Circulation Report [Download]	This report generates a series of displays detailing the circulation behavior of a particular user group. Report outputs include lists of titles, libraries, collections, and call number ranges circulated by the given user group. The report can be limited by status, department, date of circulation, and material type. Detailed borrower status and department are only recorded back to August 1, 2007.		03/18/2014

Processing
**Reports containing data about the processing and/or item statuses for items, call number ranges and types of materials in a library or collection.**
Report	Description	Last Modified
Item Processing Status [Download]	This report generates an Item Processing Status list for a library. It displays short bibliographic information, bar code, catalog system number and status. There are three reports, one arranged by Processing Status, another by Collection and one by Format of Material. There is also a table that can be downloaded to Excel or other programs.	01/25/2010
Items by Collection [Download]	This report generates a list of Titles for a Library and/or Collection based on Call Number Prefix, Library Item Process Status, Library Item Material and other limits. It displays selected Item Information. One report is arranged by Call No. Prefix, another by Collection and a third by Processing Status. This report is useful in identifying how many items are in a library collection or stored off site.	01/25/2010
Missing Items [Download]	This report generates a list of missing items for a library based on the missing date status. It displays item and holding library information, statuses and numbers of items missing. One report is arranged by Missing Status and Call Number, another by Collection and Call Number, and a third by Number Missing with Item Information. There is also a table that can be downloaded into Excel or other programs.	01/25/2010

Serials Control
**Information about Serial Subscriptions including costs, vendors, and orders.**
Report	Description	Created By	Last Modified
Item Processing Status [Download]	This report generates an Item Processing Status list for a library. It displays short bibliographic information, bar code, catalog system number and status. There are three reports, one arranged by Processing Status, another by Collection and one by Format of Material. There is also a table that can be downloaded to Excel or other programs.		01/25/2010

Data Warehouse

Libraries Reports

Circulation

Collection Management

Processing

Serials Control