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

Comments/Notes

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