Re: Coding Selectors for Ease of Financial Reporting

[Don Zhou <zhou@xxxxxxxxxx>]

Innopac has no easy way to do it. You have to use other utilities to do the 
job. First create the list on INNOPAC to pull your orders for a certain 
period, in your case, might be one year. Then you can output the fields you 
want from that list, for instance, the selector's name, title, and price. 
Then use a script to clean them up and do the calculation.  I recently put 
together a table of the orders within a certain period for our acq 
department. They only want names of the selectors, the titles and fund 
name. You can take a look at it: 
http://www.augsburg.edu/library/don_stuff/requestR.html



Don Zhou
Augsburg College, MN

At 04:41 PM 5/23/2002 -0700, you wrote:
>Folks, I'm curious whether any of you have come up with an elegant
>solution to the problem of tracking and reporting spending by your
>selectors, both librarian and faculty.
>
>Here at Chapman, we are transitioning from using Midwest's system for
>ordering, to doing everything on the Innovative server.
>
>With Midwest, it's relatively easy to track spending both by department
>and selector (faculty or librarian). We then can get reports that give
>us subtotals of spending by each librarian or faculty requester in each
>sub-category (Art Books, Art A-V, etc., which we treat as separate
>funds), and totals for all faculty or librarians the overall category
>(Art).
>
>In Innovative, we are finding that if we want to track spending by
>individual selectors, we have (or will soon have) too many to make the
>use of one or two of the CODE1-4 fields in the order records for
>entering them (coding one character for each selector).
>
>This results in us currently using a variable length selector field to
>track selectors. The problem with that is that once we cut over from
>Midwest we will then need to run review files and then reports on each
>selector to get their spending, a cumbersome process compared to what
>can be done in now.
>
>We have several hundred funds that we use, and anticipate the potential
>over time to have several hundred selectors. The web reports option is
>good for tracking overall spending in different areas, but not the more
>detailed spending by individual selector we would like to be able to
>track.
>
>How are other folks out there using either character-based Innopac or
>Millennium to handle this?
>
>Thanks, Wally
>
>--
>Wally Babcock
>Coordinator of Library Systems
>Clarke Library, Chapman University
>One University Drive, Orange, CA 92866
>Phone: 714-628-7272  Fax: 714-744-7063
>Email: wbabcock@xxxxxxxxxx
>--
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