In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.
The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.
Completed as part of February Release.
The Cost Usage folder was added to the E-Inventory subject area. It enables you to create reports that display the cost per use for electronic resources.
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Dear colleagues:
At the current time the fund information is available in the E-Inventory subject area. This was done as part of a major 2019 development in which the E-Inventory subject area was completely revamped, and it is already complete and in the live version.
1. Open a new analysis in the E-Inventory subject area
2. Navigate to the Cost Usage folder
3. See sub folders "Fund Ledger" and "Fund Fiscal Period"
4. See attached example: one picture from criteria tab and one picture from results -
The 2018 Alma Roadmap includes plans to include the Fund Information in the E-Inventory subject area.
This will be similar (but of course not identical) to the way in which the fund information has already been added to the physical items subject area.
Thus in the end it will be possible to produce reports in one subject area which will include information from what is today two separate subject area: "e-inventory" and "funds expenditure" -
Anonymous commented
A necessary information for an efficient management of our e-documents
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Josée Antille commented
A must have for any habrid library !
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Claude Borgeaud commented
so necessary !
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Christel Coquilleau commented
So usefull and so wanted !
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Jasmin Hügi commented
This is very important to us as without it, we can't monitor the budgets of portfolios and collections.