RM-Title Count Cluster

RM Title Count Cluster UXPROD-2395 - Getting issue details... STATUS

Overview:

This query satisfies multiple report requests (x to date) for counts of titles held in physical format, usually divided by format.  It requires data mainly from the Inventory module.  It is intended to exclude counts of online e-resources.

The requests include additional factors users would like to be able to slice and dice by, some of which may require additional queries.  The additional factors identified to date include: added new in time period; withdrawn in time period; transferred within the institution in a time period; where shelved within a library system; exclude those not owned by library (e.g., unowned CRL, unpurchased PDA), analyzed titles; received as gift; acquired as part of a project; by general classification; has retention requirements; is an obligatory copy; left by decedents. [ERM add: have perpetual access; open access; free; digitized locally from library's physical stock; hosted locally; stored in local institutional repository; text searchable]

Assumptions:

• The reporter’s institution uses the Inventory module.
• Online resource counts are excluded even if tracked in the Inventory; see the ERM queries for online titles held counts. Each reporter must know where her/his institution’s various resources are tracked and find the needed reports as appropriate, adding together counts if needed, and avoiding any duplication if possible.
• This query is only for titles held counts. For physical resources, see also the other RM queries for items/pieces held counts and serial titles/subscriptions currently received counts.  For online resources, see the ERM queries for titles held counts and for serial titles/subscriptions currently received counts.
• This query results in one or more counts, not a list or lists of titles. It is more for internal or external assessment/benchmarking purposes or for planning efforts, rather than for project work.  See other MM or RM reports for other purposes.
• Only titles that have been cataloged and made ready for use are included (including those batch-loaded).  (Note: if your institution sets it up this way, unpurchased patron driven acquisition items can be excluded through the instance status field.)
• Each institution will decide how it will make it possible to break counts out by format. Requests covered here range from being able to break out counts by a very specific format, to having a report that breaks out all counts by general bibliographic format.  We have attempted to identify the most common fields that will be used, and documented which they are.
• Any titles cataloged in the Inventory have instance and holdings records, and item records when appropriate.
• If a location is used, it is assigned through the holdings record.
• It is generally assumed that if you need a holdings count as of a certain date, you take it on that date. While you can use processing dates to exclude items newly added after a certain date, you cannot get back titles that were withdrawn or transferred through this query. 
• Local and national definitions can be updated from year to year; be sure to review for needed changes.

Relevant LDP/FOLIO documentation:

• API reference documentation for all modules located at:  https://dev.folio.org/reference/api/
• Schema Spy has visual representation of tables at https://glintcore.net:8443/ldp/schemaspy/public/relationships.html
• FOLIO raml parser: https://docs.google.com/spreadsheets/d/1m_Cq_GmZX37gJPEjVWt9eOLXskUjSLUb-8KapWj0SIw/edit#gid=24879874
• Inventory Beta - Metadata Elements (being kept up to date by Charlotte): https://docs.google.com/spreadsheets/d/1RCZyXUA5rK47wZqfFPbiRM0xnw8WnMCcmlttT7B3VlI/edit#gid=952741439
• LDP table relationships: https://glintcore.net:8443/ldp/schemaspy/public/relationships.html

Relevant national surveys:

• DBS - Deutsche Bibliotheksstatisk: https://www.bibliotheksstatistik.de/
• U.S. Association of Research Libraries (ARL) survey documentation: http://www.arlstatistics.org/about/Mailings
• U.S. Association of College & Research Libraries (ACRL) survey documentation: https://acrl.countingopinions.com/
• U.S. National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (IPEDS) survey documentation: https://nces.ed.gov/ipeds/report-your-data/resource-center-academic-librariUXPROD-2395 RM-Title Count Cluster

LINK TO ADDITIONAL DOCUMENTATION: Additional Documentation

This is a place where we added additional information related to the Folio structure and a list of reports by module. It also provides details of elements needed for the Count Cluster.

LINK TO PARKING LOT: Parking Lot

This is a place where we record known issues and/or topics to revisit, including  items to discuss at the SIG meeting.

Reports covered (may still be updated 6/15/20):

Title:

• REP-41 (RM Count Cluster & ERM Count Clusters) : Annual E-Resource Counts for ARL, ACRL and NCES and local reporting (physical and virtual: all titles: books, serials, media, databases, etc.)  (These surveys also include costs)
• REP-58 (RM Count Cluster & ERM Count Clusters) : Digital stocks, altogether (without electronic journals and electronic newspapers) (digital media which have been purchased by the library and became part of its catalog. Both Web publications and those on digital media, e.g. CD, DVD. Databases.). In the sense of this statistics, the purchase of electronics media can happen by 1. Purchase of data 2. Purchase of access rights 3. Digitization (in the own institution or externally) 4. Making local copies (in compliance with copyrights) 5. Putting documents in an institutional Open Access repository (held, acquired, expenditures (only the expenditures of the library, but including article process charges (APCs))
• REP-61 (RM Count Cluster & ERM Count Clusters): Digital stocks, of those: digital audio-visual materials (e.g. CDs, DVDs, diskettes, web publications and recordings)
  
• REP-63 (also in subscriptions): Journals and newspapers in non-electronic form, still appearing and held by the library in the reporting year (held, expenditures)
• REP-80: (also assigned to additional clusters) By specific subject areas: 1. total expenditures for acquisitions; 2. thereof: expenditures on printed books, 3. expenditures on ongoingly held printed journals and newspapers; 4. acquired number of newly printed books (i.e. those whose publication is no more than 5 years ago and including obligatory copies); 5. total number of acquired and ongoingly held printed journals and newspapers.
  

Report Criteria

• Examples:
  •  sum of total titles, broken down by format.

Start report with: 

Instance data.

Filters:

Instance type name | Instance format name | Discovery suppress; instance status | Mode of Issuance | Cataloged Date | Statistical Code | Location

Data fields:

• Instances
• ID
• Discovery Suppress
• Status Update Date
• Instance Status
• Instance Type
• Instance Format
• Nature Of Content Terms
• Statistical Codes
• Mode Of Issuance
• Date of Publication
• Cataloged Date
• Previously Held
• Holdings
• ID
• Instance ID
• Permanent Location
• Holdings Type
• Discovery Suppress
• Statistical Codes
• Call Number
• Call Number Type
• Locations
• Institution
• Library
• Campus