Reporting: LDP-based Reports (UXPROD-1319)

[UXPROD-2025] RA-ILL and BD Report Cluster Created: 28/Aug/19  Updated: 07/Dec/21

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Reporting: LDP-based Reports

Type: New Feature Priority: TBD
Reporter: Angela Zoss Assignee: Angela Zoss
Resolution: Unresolved Votes: 0
Labels: po-mvp, report-cluster, reporting, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PDF File ILL_discussion_notes.pdf    
Issue links:
Defines
is defined by LDPQURY-16 Prototype for Collections Use - ILL a... Open
Relates
relates to REP-35 Title VI ILL Usage Open
relates to REP-187 Usage of retained items Open
relates to REP-272 Borrow Direct Patron Report Closed
relates to REP-104 Interlibrary Loan and Borrow Direct A... Open
relates to REP-199 Overdue items on ILL Lending accounts. Open
relates to REP-124 Incoming orders of inter-library loan... Open
relates to REP-125 Outgoing orders of inter-library loan... Open
relates to REP-198 Loans of NCIP-created items by date r... Open
relates to REP-155 ILL and BD Requests Report Closed
relates to REP-156 Borrow Direct Selectors Report Closed
relates to REP-184 Title list of all/filled/unfilled req... Closed
relates to REP-162 Borrowing ratio report Closed
relates to REP-163 Borrows from other libraries count Closed
Epic Link: Reporting: LDP-based Reports
Back End Estimate: XXL < 30 days
Development Team: Reporting
Report Functional Area(s):
Resource Access
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R2

 Description   

Reports in this cluster need ILL (Inter Library Loan) and BD (Borrow Direct) requests and checkouts broken down by patron status, location/owning library, academic dept requesting, department, LC call number, and other data points.



 Comments   
Comment by Kristin Martin [ 17/Dec/19 ]

From Chicago: Can delay so long as data is being captured, only care about REP-104 Open

Comment by Sharon Beltaine [ 10/Jan/20 ]

Out of Scope: Interlibrary Loan (ILL) is an integration to the FOLIO system. Integrations are not yet supported by the Library Data Platform.

Comment by Sharon Beltaine [ 13/Jan/20 ]

WolfCon 2020: discuss how data is used across systems with Resource Access reps.

Comment by Andrea Loigman [ 13/Jan/20 ]

Suggestion - share this cluster with Index Date for ReShare

Comment by Angela Zoss [ 24/Jan/20 ]

patron group is likely an indicator
maybe also loan policy, depending on how you write the loan policies
might be worth broadening this to say we want a report by loan policy or a report by patron group, then that report could be repurposes
might want to do reports that break down lending based on any components of your loan rules; everything that has this loan type, material type, patron group, effective location/effective call number
double check against Collections Use
common use case - need to know what went out on reserves

wait until Collections Use is done, then review this to see if it's covered

Comment by Vandana Shah [ 24/Apr/20 ]

The document ILL_discussion_notes.pdf contains a compilation of various institutions' responses to how their current ILL systems work, in an effort to figure out which fields to include in reports.

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