Sample Reports for Default CSpace Implementation

These reports will be developed to serve as 'sample reports' for a default CollectionSpace implementation. Deployers are welcome to use them as starter templates and modify as required, or use them as examples of how to construct a report using iReport, or not use them at all.

Recent Acquisitions

List of objects acquired within a specific time period (i.e., previous month, previous quarter, etc.). Report heading to read: Recent Acquisitions + Date (placeholder for the date or date range represented within the report)

Sample report from Walker is attached to this page and serves as an example with regard to layout of the report.

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name	Comments/Notes
	Object Name			objectname	See Classification below. This is the most specific term.
Accession Number or Object Number	Object identification number	Object identification information	Object number	objectnumber
Department		Object identification information	Responsible department	responsibleDepartments
Classification					See Object Name above. This is the highest level term.
Artist	Object production person	Object production information	Object production person	objectProductionPerson
		Object production information	Object production person role	objectProductionPersonRole
Maker	Object production organization	Object production information	Object production organization	objectProductionOrganization
		Object production information	Object production organization role	objectProductionOrganizationRole
Culture	Object production people	Object production information	Object production people	objectProductionPeople
		Object production information	Object production people role	objectProductionPeopleRole
	Title	Object description information	Title	title
	Object production date	Object production information	Object production date	dateText
Date Collected	??	Object collection information	Field collection date	fieldCollectionDate
		Object description information			This is the display version of the materials of composition.
	Dimensions	Object description information	Summary		This is the display version of the measurements; unsure where this lives in the xsd schema.
Description	Brief description	Object description information	Brief description	briefDescriptions
	Acquisition Source	Acquisition information	Acquisition Source	acquisitionSources

Deed of Gift

Report heading to read: Deed of Gift + placeholder text field for transfer of ownership statement that is specific to each institution.

Note that all but 2 fields come from Catalog; acquisition source, and credit line are the only fields that come from Acquisition.

Sample reports from Walker and MMI are attached to this page and serve as examples with regard to layout of the report.

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name	Comments/Notes
Artist	Object production person	Object production information	Object production person	objectProductionPerson
Maker	Object production organization	Object production information	Object production organization	objectProductionOrganization
Culture	Object production people	Object production information	Object production people	objectProductionPeople
Title	Title	Object description information	Title	title
Object Name	Object Name	Object description information	Object Name	objectname
Date	Object production date	Object production information	Object production date	dateText
Date collected	??	Object collection information	Field collection date	fieldCollectionDate
Medium		Object description information			This is the display version of the materials of composition.
Dimensions	Dimensions	Object description information	Summary		This is the display version of the measurements; unsure where this lives in the xsd schema.
Signature					Signature of Donor
Donor name	Acquisition Source	Acquisition information	Acquisition source	acquisitionSources
Donor address	Address	Contact information	Address - place	addressPlace
	Place		Address - city/town/municipality
	Place		Address - province/territory/state
	Postcode		Address - postal code
	Postcode?		Address - country
Date					Blank space for donor to fill-in to indicate date gift was made.
Insurance value					Blank space for donor to fill-in insurance value. This value is then indicated in the initial Insurance record created for the object/work.
Proposed Credit Line	Credit Line	Acquisition information	Credit Line
					Acknowledgement of gift statement. This text is static, appears on each deed of gift, is different for each institution, and is not pulled from a field in the database.
					Signature of Director (or other authorized staff person)
					Date of authorized receipt of deed of gift

Object Data

We need this report in 2 formats: 1. form, 2. spreadsheet/list. The queries that need to be built for this sample report must return: all records (in catalog), all records in a particular group (based on pre-defined group), or all records associated with a particular donor (acquisition source).

Sample report from SMK is attached to be used for reference with regard to layout. An example of the form view.

Sample schema for MMI are available from the deployment wiki. An example of the spreadsheet or list view.

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name
n/a	Object Identification number	Object identification information	Object number	objectNumber
n/a	Object name	Object identification information	Object name	objectName
n/a	Title	Object identification information	Title	title
n/a	Title type	Object identification information	Title type	titleType
n/a	Title language	Object identification information	Title language	titleLanguage
n/a	Title translation	Object identification information	Title translation	titleTranslations
n/a	Responsible department	Object identification information	Responsible department
n/a	Distinguishing features	Object identification information	Distinguishing features
n/a	Number of objects	Object identification information	Number of objects
n/a	Culture	Object history and association information	Associated people	assocPeoples
n/a	Context of Use	Context of Use	Context of Use
n/a	Production Date	Object production information	Object production date	dateText
n/a	Object production organization	Object production information	Object production organization	objectProductionOrganization
n/a	Object production organization role	Object production information	Object production organization	objectProductionOrganizationRole
n/a	Object production person	Object production information	Object production organization	objectProductionPerson
n/a	Object production person role	Object production information	Object production organization	objectProductionPersonRole
n/a	Birth date	Person information	Person's birth date	birthDate
n/a	Death date	Person information	Person's death date	deathDate
n/a	Nationality	Person information	Person's nationality	nationalities
n/a	Credit Line	Acquisition	Credit line	creditLine

Outstanding Loans: Loans IN

This report uses a reduced set of fields from the basic object report in conjunction with the Loans In Information Group.

This report is designed to: Show all of the currently open loans.

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name	Comments/Notes
Loan number	Loan number	Loan in Information	Loan in number
Lender	Lender	Loan in Information	Lender
Loan status	Loan status	Loan in Information	Loan status
Loan return date	Loan return date	Loan in Information	Loan return date
Object ID number/Accession Number	Object identification number	Object identification information	Object number	objectNumber
Object name	Object name	Object identification information	Object name	objectName
Culture	Culture	Object history and association information	Associated people	assocPeoples
Context of Use	Context of Use	Context of Use	Context of Use
Production Date	Production Date	Object production information	Object production date	dateText
Object production organization	Object production organization	Object production information	Object production organization	objectProductionOrganization
Object production organization role	Object production organization role	Object production information	Object production organization	objectProductionOrganizationRole
Object production person	Object production person	Object production information	Object production organization	objectProductionPerson
Object production person role	Object production person role	Object production information	Object production organization	objectProductionPersonRole
Title	Title	Object identification information	Title	title
do not display this field	Title type	Object identification information	Title type	titleType	Select and display title where titleType = Preferred

Outstanding Loans: Loans OUT

This report uses a reduced set of fields from the basic object report in conjunction with the Loans OUT Information Group.

This report is designed to: Show all of the currently open loans.

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name	Comments/Notes
Loan number	Loan number	Loan out Information	Loan out number
Borrower	Borrower	Loan out Information	Lender
Loan status	Loan status	Loan out Information	Loan status
Loan return date	Loan return date	Loan out Information	Loan return date
Object ID number/Accession Number	Object identification number	Object identification information	Object number	objectNumber
Object name	Object name	Object identification information	Object name	objectName
Culture	Culture	Object history and association information	Associated people	assocPeoples
Context of Use	Context of Use	Context of Use	Context of Use
Production Date	Production Date	Object production information	Object production date	dateText
Object production organization	Object production organization	Object production information	Object production organization	objectProductionOrganization
Object production organization role	Object production organization role	Object production information	Object production organization	objectProductionOrganizationRole
Object production person	Object production person	Object production information	Object production organization	objectProductionPerson
Object production person role	Object production person role	Object production information	Object production organization	objectProductionPersonRole
Title	Title	Object identification information	Title	title
do not display this field	Title type	Object identification information	Title type	titleType	Select and display title where titleType = Preferred

Current Location

This report uses a reduced set of fields from the basic object report in conjunction with the current location and location date fields (location authority and location procedure).

This report is designed to: Show all of the objects (records in the catalog procedure) that are currently physically located in Location A (a specific location based on a value in the location authority) as of Date B (a specific calendar date).

Field name (in report)	Field Label (on wireframe)	Information Group	Information Unit (schema)	xs: element name	Comments/Notes
Object ID number/Accession Number	Object identification number	Object identification information	Object number	objectNumber
Object name	Object name	Object identification information	Object name	objectName
Culture	Culture	Object history and association information	Associated people	assocPeoples
Context of Use	Context of Use	Context of Use	Context of Use
Production Date	Production Date	Object production information	Object production date	dateText
Object production organization	Object production organization	Object production information	Object production organization	objectProductionOrganization
Object production organization role	Object production organization role	Object production information	Object production organization	objectProductionOrganizationRole
Object production person	Object production person	Object production information	Object production organization	objectProductionPerson
Object production person role	Object production person role	Object production information	Object production organization	objectProductionPersonRole
Title	Title	Object identification information	Title	title
do not display this field	Title type	Object identification information	Title type	titleType	Select and display title where titleType = Preferred
Current Location	Current Location	Object location information	Current location
Date	Location date	Object location information	Location date