Museum of Man Reporting Requirements

Report: Monthly Catalog Numbers

Run from: Jasper / Reporting Webapp

Parameters: All objects based on Collection Type field, but excluding Record Status of “skeleton” or Identification Number with *test* or *skeleton* as part of the field data. Ability to update the date range for the month just completed, and report tells how many objects were cataloged in that time.

Output: XLS

Example: Monthly Catalog Numbers report.pdf

Fields:

Field Name (UI)	Procedure	Field Name (Schema)	Table Name
Identification Number	Cataloging
Record Status	Cataloging
Collection Type	Cataloging
Controlled Object Name(primary radio dial selected)	Cataloging
Title	Cataloging
Cataloged By	Cataloging
Cataloged Date	Cataloging

Report: Image Files attached to Cataloging Records

Run from: Jasper / Reporting Webapp

Parameters: Total number of object records with attached images files based on Collection Type field. In CSpace it would be number of catalog records with Media Handling records related .

Output: XLS

Example: Image Files Attached to Cataloging Records.pdf

Fields:

Field Name (UI)	Procedure	Field Name (Schema)	Table Name
Identification Number	Cataloging
Controlled Object Name(primary radio dial selected)	Cataloging
Collection Type	Cataloging
Identification Number	Media Handling
Date Created	Media Handling
File Information Group (= not empty)	Media Handling

Report: Object Standing

Run from: Jasper / Reporting Webapp

Parameters: Update the date range for each month just completed, and report tells how many records were updated at that time.

Output: XLS

Example: Object Standing Report.pdf

Fields:

Field Name (UI)	Procedure	Field Name (Schema)	Table Name
Identification Number	Cataloging
Controlled Object Name(primary radio dial selected)	Cataloging
Collection Type	Cataloging
Object Standing	Cataloging
Date (Object Standing)	Cataloging
By (Object Standing)	Cataloging

Report: Record Status

Run from: Jasper / Reporting Webapp

Parameters: Report that helps us ID records that need work (i.e. supervisor approval, needs images, etc..). Again, some ability to search with Advanced Search, but not detailed enough

Output: XLS

Example: Record Status Report.pdf

Fields:

Field Name (UI)	Procedure	Field Name (Schema)	Table Name
Identification Number	Cataloging
Other Number (all repeated fields separated by “;”)	Cataloging
Controlled Object Name(primary radio dial selected)	Cataloging
Record Status	Cataloging
Comment (primary radio dial selected)	Cataloging

Report: Loan In List

Run from: Loan In

Parameters: All objects related to an incoming loan

Output: DOC

Example: Loan In Report.pdf

Fields:

Field Name (UI)	Procedure	Note
Loan In Number	Loan In	Header
Lender	Loan In	Header
Lender's contact	Loan in	Header
Lender's address line 1	Person/Organization authority	Header
Lender's address line 2	Person/Organization authority	Header
Lenders's municipality	Person/Organization authority	Header
Lender's state/province	Person/Organization authority	Header
Lender's postal code	Person/Organization authority	Header
Lender's telephone number	Person/Organization authority	Header
Lender’s email	Person/Organization authority	Header
Loan Status (primary radio dial selected)	Loan In	Header
Loan In Date	Loan In	Header
Loan Return Date	Loan In	Header
Loan Status Date	Loan In	Header
Loan Purpose	Loan In	Header
Identification Number	Cataloging
Other Number (all repeated fields)	Cataloging
Controlled Object Name	Cataloging
Other Name	Cataloging
Valuation Amount	Valuation	Valuation amount from related Valuation record with most recent Valuation date

Report: Loan Out List

Run from: Loan Out

Parameters: All objects related to an outgoing loan

Output: DOC

Example: Loan Out Report.pdf

Fields:

Field Name (UI)	Procedure	Note
Loan Out Number	Loan Out	Header
Borrower	Loan Out	Header
Borrower's contact	Loan Out	Header
Borrower's address line 1	Person/Organization authority	Header
Borrower's address line 2	Person/Organization authority	Header
Borrower's municipality	Person/Organization authority	Header
Borrower's state/province	Person/Organization authority	Header
Borrower's postal code	Person/Organization authority	Header
Borrower's telephone number	Person/Organization authority	Header
Loan Status (primary radio dial selected)	Loan Out	Header
Loan Out Date	Loan Out	Header
Loan Return Date	Loan Out	Header
Loan Status Date	Loan Out	Header
Loan Purpose	Loan Out	Header
Identification Number	Cataloging
Other Number	Cataloging
Controlled Object Name	Cataloging
Other Name	Cataloging
Valuation amount	Valuation	Valuation amount from related Valuation record with most recent Valuation date

Report: Current Location with Image (new 5 Aug)

Run from: Storage location authority term record

Parameters: All objects for which storage location is the computed current location

Output: DOC

Example:

Fields:

Field name	Procedure	Primary or All Values
Identification number	Cataloging
Other number	Cataloging	All values
Object name	Cataloging	Primary
Image	Media handling	Related media record w/checkbox "is primary"

Report: Group Object List with Image (added 5 Aug)

Run from: Group procedure

Parameters: All objects for which storage location is the computed current location

Output: DOC

Example: Group Report.pdf

Fields:

Field name	Procedure	Primary or All values	Note
Title	Group		Header
Identification number	Cataloging
Other number	Cataloging	All values
Object name	Cataloging	Primary
Other name	Cataloging	All values
Image	Media handling	Related media record with checkbox "Is primary"