About the ACRL Reports

API reference documentation for all modules located at:  https://dev.folio.org/reference/api/

Example of this report coming from Voyager (not yet available)

Report Description Detail

These reports are modeled on ID111 (Association of College and Research Libraries Reporting) and ID104 (Association of Research Libraries statistics). These reports also utilize elements of the ID433 (Circulation Report) and ID226 (E-Resource Counts for ARL, ACRL, NCES). These reports are used for pulling data that are reported on an annual basis to organizations such as the Association of College & Research Libraries (ACRL), the Association of Research Libraries (ARL), and the National Center for Education Statistics (NCES). 

The manner in which these reports are constructed can vary greatly from one library to the next. Therefore, a host of filter-point data elements must be included here in support of the widest variety of need within the FOLIO community. 

Report Criteria

• A sum of total volumes
• A sum of total titles, broken down into the categories of "tangible" and "electronic."
• A sum of total expenditures, broken down into the categories of "one-time" and "ongoing."

Collections Expenditures:

The approach one takes to building a query that sums all financial expenditures for a statistical survey, like ACRL's, will vary across libraries. ACRL asks for a separate accounting of "one-time" and "ongoing" expenditures. Some libraries will use FOLIO to track these expenditures, while others will rely on some other financial accounting system administered through their parent institution. 

The elemental hierarchy of the mod-finance-storage module is (from highest to lowest): Ledger → Fund → Budget → Transaction

All transactions are associated with an "amount" which can be broken down into the encumbered amount, expended amount, or the amount awaiting payment. Some transactions might also be associated with an allocation (e.g., in cases of ongoing expenditures). 

How one approaches the building of a financial query will depend on the accounting structure that has been established in FOLIO. For example, the separation between one-time and ongoing expenditures could be established at the ledger, fund, or budget levels. What's more, a FOLIO instance that is shared between multiple institutions will likely establish their accounting structure differently from a single institution tenant. For example, a multi-institution tenant would likely establish separate ledgers for each institution. They might then establish a separation between one-time and ongoing expenditures at fund or budget levels. 

This prototype is an attempt to account for the full variety of ways in which institutions might set up their financial module and, therefore, need to construct their financial query for the ACRL statistical survey. Filter points are provided for at the ledger, fund, and budget levels. While one might use the "fiscal year" data element found within the ledger level of the fund structure as their date range filter point, this prototype instead uses transaction dates, as they will tend to be more accurate.