Reporting: LDP-based Reports
(UXPROD-1319)
|
|
| Status: | Draft |
| Project: | Reporting |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Reporting: LDP-based Reports |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Charlotte Whitt | Assignee: | Sharon Beltaine |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | dwreport, metadatamanagement, reporting | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
|
||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Reporting: LDP-based Reports | ||||||||||||||||||||||||||||||||||||||||
| Report ID (pre-May 2019): | ID301 | ||||||||||||||||||||||||||||||||||||||||
| Report Functional Area(s): |
Metadata Management
|
||||||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Hungary (MVP End 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||
| Rank: Leipzig (Full TBD): | R4 | ||||||||||||||||||||||||||||||||||||||||
| Rank: MO State (MVP June 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||
| Description |
|
This report is a list of OCLC numbers (OCLC system control numbers) from an institution's FOLIO system that is sent to OCLC to "set holdings." Setting holdings is the process of updating the shared OCLC system to indicate that your library owns a resource (a holding). Here is a link to a sample provided by NCSU: https://drive.google.com/open?id=0B_BH58UaDVTeaWF0WFJNVzlFY3M |
| Comments |
| Comment by Sharon Beltaine [ 17/Apr/19 ] |
|
For Cornell, the process is different and needs to be run daily. Cornell is currently running a scripted process against its production system for OCLC synchronization. |
| Comment by Kristin Martin [ 30/Apr/19 ] |
|
The report should include records without OCLC numbers only. Identify a gap for integration with OCLC Metadata API for sending holdings to OCLC in real time when a new record is added to the collection, meets the criteria set by the institution, and has an OCLC number. LIkewise, a call needs to be sent to delete holdings when a record is deleted with an OCLC number. Or, a report needs to be generated for deletion of holdings after checking that other titles are not held on that same OCLC number. |
| Comment by Kristin Martin [ 06/May/19 ] |
|
In review, Chicago could avoid the need for this report as long as we have the means to run our own reports for sending data to OCLC and have the OCLC Metadata API set up to set holdings automatically on records with OCLC numbers. Could someone clarify whether this ability will be available and we will adjust our rankings accordingly? |
| Comment by lew235 [ 08/Aug/19 ] |
|
A report needed monthly seems more appropriate to the LDP? |
| Comment by Nassib Nassar [ 04/Sep/19 ] |
|
Please identify an analyst or developer resource to write the SQL report query. |
| Comment by Sharon Beltaine [ 09/Jan/20 ] |
|
For Cornell, Sharon Beltaine will ask Jenn Colt and lew235 if this feature is needed or not. |
| Comment by Sharon Beltaine [ 09/Jan/20 ] |
|
WOLFCON 2020: Discuss who needs this feature and the relationship of this to metadata export activities. |
| Comment by Kevin Walker [ 23/Jan/20 ] |
|
WOLFcon2020: Could also be used for deleting holdings. OCLC holdings sync is handled differently across institutions. We need examples to determine further refinement for this ticket. Variations in workflow/needs may force another ticket. Need to determine what elements are used to identify the records of interest (e.g., status, suppression status, etc.). Filter by FOLIO "statistical code"? MM SIG will work on list of statistical code types of interest. |
| Comment by Charlotte Whitt [ 23/Jan/20 ] |
|
Hi Kevin Walker - re.
Then I have linked this issue (
Please note, that Statistical code types are not a static list in Inventory, but a controlled vocabulary maintained in Settings > Inventory > Instance, Holdings, Items > Statistical code types |
| Comment by Jacquie Samples [ 03/Mar/20 ] |
|
I am interested in the report generated from OCLC when holdings sent via this method cannot be "set" it is the errors that need to be addressed, not the successes. |