[OPEN-ILS-GENERAL] Report of new titles by fund code

[Kathy Lussier]

Hi Teri,

You'll need to use one of the acquisitions-related sources for a report 
that displays funds. We have a similar report based on the Purchase 
Order source. From there, if you drill down to Line Items -> Bib ID -> 
Simple Record Extracts, you should be able to find bibliographic 
information like title, author, ISBN, etc.

Kathy

On 03/17/2015 10:25 AM, Teri Arp wrote:
> I work for an academic library, and I need help building a report. 
> Specifically, I need to know the number of new titles we have acquired 
> during the current fiscal year (or since 7/1/14) that were purchased 
> under a specific fund code. I have attempted to build this based on 
> the "New Titles" report template. However, I keep running into a 
> problem when I try to add the fund code to the report--I can't seem to 
> locate a Source Name where all this information "lives together" to be 
> used in building a report. The closest thing I can find is the 
> LineItem Worksheet in the Acquisitions Module, but that doesn't appear 
> as a Source in my report builder.
>
> Ideally, I would like the displayed fields to be Fund, Title, and 
> Author. The base filter would be Circulating Library and Fiscal Year 
> or a way to pull everything between 2 given dates. If there were a way 
> to make the Fund Code be chosen from a selection box rather than a 
> fill-in-the-blank field, it would be tremendously helpful.
>
> If anyone has any suggestions, or has a similar template they could 
> share, I would appreciate it! Thanks!
> -- 
> Teri Arp
> Acquisitions Specialist
> B. L. Fisher Library
> Asbury Theological Seminary
> 204 N. Lexington Ave
> Wilmore KY  40390

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier