Add fund code used to purchase item to item record
I was asked recently to create a list of items added to the database based on a fund code. I don't believe that I can do that in Create Lists. This is because order records and item records have no common field to link them.
I also cannot use Create Lists to pivot item records to their attached order records or vice versa.
We need to be able to do this because 1 bibliographic records may have items attached that were purchased from different funds. Example. 1 Fiction title may have items purchased from an ARP (automatice release program), and "SAI" (suggest an item).
If the item record included a field called "fund code" that would link the 2 record sets together. Alternatively, a field called "order record" would work as well.
NOTE: We cannot run this type of report in Decision Center, so without using SQL we cannot run a report of items that were purchased using a specific fund code.
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This idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Blake Phillips commented
I was just talking with our Cataloging department a few weeks ago about trying to find an easy way for staff to find non-hot pick/patron request items that were building up a holds queue so we could do some lists in our discovery layer.
This would solve that problem and is exactly what we've been trying to figure out how to do.
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Sini Neuvonen commented
Having a link between an order and the items created from it could be useful, even if we delete orders older than 3 years. Could just be the order number added to a text field?
Having a fund code field wouldn't hurt either.
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Alison Pruntel commented
This would be incredibly useful.
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Jeremy Goldstein commented
Besides the record count report mentioned in the idea we've had many requests over the years for cost per circ reports, which we've only ever been able to estimate given that our items generally contain list prices (for billing purposes) and not the library's cost (residing in the order record paid field).
I have reservations about establishing a direct link between an order and an item given the need at many libraries to routinely delete old order records, but just having the fund code available as an item field could be a decent compromise and enough to provide some additional reporting options.