Prototype

API reference documentation for all modules located at:  https://dev.folio.org/reference/api/

FOLIO raml parser: https://docs.google.com/spreadsheets/d/1m_Cq_GmZX37gJPEjVWt9eOLXskUjSLUb-8KapWj0SIw/edit#gid=24879874

Inventory Beta - Metadata Elements (being kept up to date by Charlotte): https://docs.google.com/spreadsheets/d/1RCZyXUA5rK47wZqfFPbiRM0xnw8WnMCcmlttT7B3VlI/edit#gid=952741439

DBS - Deutsche Bibliotheksstatisk: https://www.bibliotheksstatistik.de/

U.S. Association of Research Libraries (ARL) survey documentation: http://www.arlstatistics.org/about/Mailings

U.S. Association of College & Research Libraries (ACRL) survey documentation: https://acrl.countingopinions.com/

U.S. National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (IPEDS) survey documentation: https://nces.ed.gov/ipeds/report-your-data/resource-center-academic-libraries

RM COUNT CLUSTER : UXPROD-2254 - Getting issue details... STATUS

This report cluster contains a series of reports in the RM/ERM functional areas that are designed to count items in a given library, such as journals, newspapers, books, and e-resources.

LINK TO ADDITIONAL DOCUMENTATION: Additional Documentation

This is a place where we added additional information related to the Folio structure and a list of reports by module. It also provides details of elements needed for the Count Cluster.

LINK TO PARKING LOT: Parking Lot

This is a place where we record known issues and/or topics to revisit, including  items to discuss at the SIG meeting.

Report description detail:

Overview:

• These queries are for counts for resources tracked in the Inventory.  E-resources (paid or open) may or may not be tracked in the Inventory; many will track e-resources purchased through packages through the ERM.  Each institution's reporter must know where its various resources are tracked, and get the needed reports as appropriate, avoiding any duplication if possible.
• This report cluster includes xx (number still to be determined) requests for reports that produce multiple types of collection counts, usually by collection type (note: we have added a few reports from the Cost Cluster because the reports indicate additional facets that need to be identified).  Below, we are starting to collect all of the elements needed for these various requested reports, starting with those needed for title counts by format.
• Counts of many different formats are requested, from the very specific (e.g., incunabula), to a request to have a report that will break out title counts by general bibliographic format (as defined by each institution).  Our documentation should provide guidance on which fields reporters may have to use to identify different formats, including any definitional information available.
• Types of counts requested identified so far include: title counts; item counts; piece counts; current subscription counts; added new; withdrawn; transferred
• Additional factors identified so far that requestors would like to be able to identify (marked in red and blue below): added new in time period; added retrospectively in a time period; withdrawn in time period; transferred within an institution in a time period; cancelled in a time period; first licensed in a time period;  currently under license; under license and will be under license in next year; have perpetual access; open access; free; serials accessible only in part through a database; with payment in timeframe (by payment type?); limited user seats; digitized locally from library's physical stock; hosted locally; stored in local institutional repository; text searchable; purchased from campus store; acquired as part of a project; by general classification; has retention requirements; is an obligatory copy; left by decedents; with dedications/inscriptions; with precious bindings; where shelved within a library system; exclude those not owned by library
• Questions: How will we group the requests to write the needed queries?  Start with type of count?  Which other groupings for the additional factors just above?

Reports by count type:

Title:

• REP-41 (RM Count Cluster & ERM Count Cluster) : Annual E-Resource Counts for ARL, ACRL and NCES and local reporting (physical and virtual: all titles, books, serials, media, databases)  (These surveys also include costs)
• REP-58 (RM Count Cluster & ERM Count Cluster) : Digital stocks, altogether (without electronic journals and electronic newspapers) (digital media which have been purchased by the library and became part of its catalog. Both Web publications and those on digital media, e.g. CD, DVD. Databases.). In the sense of this statistics, the purchase of electronics media can happen by 1. Purchase of data 2. Purchase of access rights 3. Digitization (in the own institution or externally) 4. Making local copies (in compliance with copyrights) 5. Putting documents in an institutional Open Access repository (held, acquired, expenditures (only the expenditures of the library, but including article process charges (APCs))
• REP-59 (Most ERM Count Cluster but could also be in RM Count Cluster): Digital stocks, among these: commercially sold E-Books (digital textual materials which allow for searches on them) (held, expenditures)
• REP-61 (Most ERM Count Cluster but could also be in RM Count Cluster): Digital stocks, of those: digital audio-visual materials (e.g. CDs, DVDs, diskettes, web publications and recordings) (Axel - is this OK??  It will be by title for virtual, can it be by title for physical?) ← I think if you have more than one physical copy it's an item count then.
  
• REP-62  (Most ERM Count Cluster but could also be in RM Count Cluster): Digital stocks, of those: stocks in data bases (contents which are to be retrieved under a common user interface) (held, expenditures) (columnK: Digital stocks, of those: stocks in data bases (contents which are to be retrieved under a common user interface); serials that are not continuous, not published on a regular basis; aggregator databases; for example, databases with topically based selections of journals)
  
• REP-63 (also in subscriptions): Journals and newspapers in non-electronic form, still appearing and held by the library in the reporting year (held, expenditures)
• REP-65: Journals and newspapers in electronic form, which either i) are licensed for use by the library in the reporting year or ii) have been digitized by the library in the reporting year. The digitization may have been carried out externally, but on behalf of the library. iii) Open Access stocks of an institutional repository are to be counted here as well.
• REP-66: Journals and newspapers in electronic form, of which the library has a license to use them in the reporting year, among those: those which have produced costs to the library in the reporting year
• REP-67 Journals and newspapers in electronic form, of which the library has a license to use them in the reporting year, among those: those which have produced costs to the library in the reporting year and of which the library will have a license also in the. following year ("running journals")
• REP-68: Journals and newspaper in electronic form: costs for those (licenses) in the reporting year (request is for costs, but also need to define)  REP-69: Other costs for journals and newspapers in electronic form
• REP-70: Journals and newspapers in electronic form: newly licensed ones in the reporting year
• REP-80: By specific subject areas: 1. total expenditures for acquisitions; 2. thereof: expenditures on printed books, 3. expenditures on ongoingly held printed journals and newspapers; 4. acquired number of newly printed books (i.e. those whose publication is no more than 5 years ago and including obligatory copies); 5. total number of acquired and ongoingly held printed journals and newspapers.  (this not put in our cluster, but need to identify)
• REP-230: Titles and Item Holdings (by this meant: the ability to get title and item counts for any specific type of format, etc. needed)

Subscription (title):

• REP-63: Journals and newspapers in non-electronic form, still appearing and held by the library in the reporting year (held, expenditures)
• REP-64: Journals and newspapers in non-electronic form, held by the library in the reporting year, among those: canceled subscriptions in the reporting year
• One part of REP-80 - covered by other requests: By specific subject areas: 1. total expenditures for acquisitions; 2. thereof: expenditures on printed books, 3. expenditures on ongoingly held printed journals and newspapers; 4. acquired number of newly printed books (i.e. those whose publication is no more than 5 years ago and including obligatory copies); 5. total number of acquired and ongoingly held printed journals and newspapers.  (this not put in our cluster, but need to identify)
• REP-228: Number of serial titles currently received (people make a distinction between e-journals and e-serials?) (WISHLIST: automated way to exclude currently published serials that we no longer subscribe to. Counting embargoed as currently received.) (can not only be based on whether the title is currently being published)
  

Item:

• REP-41: Annual E-Resource Counts for ARL, ACRL and NCES and local reporting  (all here that is an item count is a volume count)
• REP-42: Books, among those: incunabula
• REP-43: Books in rare book collections (rare prints from 16th century on, works with dedications/inscriptions, with precious bindings; only those collected in separate shelves/collections)
• REP-44: Other printed works (e.g. maps, music scores, single sheets, patents, standards), overall (items held, acquired, withdrawn, expenditures)
• REP-45: Other printed works, among them: maps and plans by sheets
• REP-46: Other printed works, among them: music scores by units
• REP-47: Other printed works, among them: single sheets (flyers, drawings, placards etc.)
• REP-48: Other printed works, among them: standards (norms)
• REP-49: Other non-electronic materials (e.g. audio-visual recording media (slides, films, videos), microfiches, art prints, pictures, post cards), altogether (items held, acquired, withdrawn, expenditures)
• REP-50: Other non-electronic materials, among these: audio-visual materials (all analog recordings of mainly tonal or visual contents and which require specific technical equipment to play back. Slides, cassettes, films, video cassettes.). Digital media (CDs, DVDs etc.) are not counted here but under Digital stocks !
• REP-52: Other non-electronic materials, of those: further materials by physical units (anything which does not fall into the above and the following categories)
• REP-53: Manuscripts and autographs, manual documents and music scores, altogether (to be counted by physical units, e.g. volumes, capsules, rolls etc.) (items held, acquired, withdrawn, expenditures)
• REP-54: Manuscripts and autographs, of those: textual manuscripts
• REP-55: Manuscripts and autographs, of those: music (score) manuscripts and music autographs
• REP-56: Manuscripts and autographs, of those: autographs (autographs are personal writings - of moderate size - of celebrities; i.e. letters, concepts)
• REP-57: properties left by decedents (including those properties in the Manuscripts and Autographs section)
• REP-60: Digital stocks, among these: digitized works out of the library's print stocks, which are hosted by the library itself (field M says counted in volumes, so moved from titles)
• REP-75: Acquisition - of all expenses spent on purchases: purchases of obligatory copies (all library materials which have been acquired due to the governmental regulations on the delivery of deposit copies and administrative printed matters. Dissertations of the own university are not counted here.) (this not put in our cluster, but need to identify)
• REP-81: Books (including dissertations and other theses in bound form), journals and newspapers by bound units, altogether (this not put in our cluster) (items held, acquired, withdrawn, expenditures)
• REP-85: Other printed works, among those: patents (by physical units)

• REP-167: Count of items retained.  Total number of items under retention commitments at both the consortial and library level. Data points - retaining library, item count, % of total retentions by individual library.

• REP-229: Counts of resources by language/country of publication
• REP-230: Titles and Item Holdings (by this meant: the ability to get title and item counts for any specific type of format, etc. needed)
• REP-231: Count of archival boxes (this is a means at Cornell, for example, to get at the number of linear/cubic feet held/added new)
• (need to ask Ingolf if title counts are needed for physical items by the  DBS (e.g., reports 42-57); assuming only title counts available for e-resources) → IK: REP-42 through REP-47 are only counts of physical items. No e-resources there.
  
• Ask Ingulf about ER/Physical. Where in Folio?

Pieces:

• REP-51: Other non-electronic materials, among these: micromaterials

Report Criteria

• Examples:
  • A sum of total volumes
  • A sum of total titles, broken down into the categories of "tangible" and "electronic."

Start report with: 

Instance data.

Filters:

Instance type name | Instance format name | Discovery suppress; instance status | Mode of Issuance | Cataloged Date | Statistical Code | Location

Data fields:

• Instances
• ID
• Discovery Suppress
• Status Update Date
• Instance Status
• Instance Type
• Instance Format
• Nature Of Content Terms
• Statistical Codes
• Mode Of Issuance
• Date of Publication
• Cataloged Date
• Previously Held
• Holdings
• ID
• Instance ID
• Permanent Location
• Holdings Type
• Discovery Suppress
• Statistical Codes
• Call Number
• Call Number Type
• Locations
• Institution
• Library
• Campus
• Items
  • ID
  • Chronology
  • Date created
  • Description Of Pieces
  • Holdings Record ID
  • Number Of Pieces
  • Status Name
  • Status Date
  • Statistical Codes
  • Material Type
• Orders/PO Lines
  
  • Subscription Date From
  • Subscription Date To
  • Reporting Codes
  • Acquisition Method
  • Order Type
  • Order Format