Reporting: LDP-based Reports (UXPROD-1319)

[UXPROD-885] Collection analysis by subject, format, or other resource attributes Created: 11/Jun/18  Updated: 09/Dec/21

Status: Draft
Project: UX Product
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: acquisitions, collectionAnalysis-report, crossrmapps, dwreport, inventory, metadatamanagement, reporting
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by LDPQURY-10 SQL query for Collection Analysis Report Open
Relates
relates to UXPROD-886 LDP/Order in-app report: Donor Reports Draft
relates to UXPROD-867 Reporting: In-App Reports Open
Epic Link: Reporting: LDP-based Reports
Analysis Estimate: Large < 10 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: XL < 15 days
Front End Estimator: Charlotte Whitt
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: Charlotte Whitt
Estimation Notes and Assumptions: We haven't done any canned reports yet so I have no idea what will be involved.
Development Team: Reporting
Report ID (pre-May 2019): ID307
Report Contact(s):
Sharon Beltaine
Report Functional Area(s):
Resource Management
Kiwi Planning Points (DO NOT CHANGE): 2
PO Rank: 42
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Purpose: A canned and ad hoc report. Typical a monthly report. Collection analysis, subject analysis on the spending.
Selector reports: fund spend by subject. This is a cross app report unless the Item record will include acquisition data - TBD.

Assignee: Charlotte or Dennis (depend on where data lives - see above)

Note: Selector funds available need to be real time; rest of data does not

Legacy System Data Element Sources: MARC fields, Classification, Format, BIB_INDEX LC Subject Headings

Definition of Inventory In-app reports:
A report which is available from within the Inventory application itself. The in-app report are using the live data being created and stored in the Inventory module.

Document on Wiki: https://folio-org.atlassian.net/wiki/display/RPT/In-App+vs.+Data+Warehouse+Reports



 Comments   
Comment by Kristin Martin [ 30/Apr/19 ]

This report is also something that Chicago would want to have more control over and would not want to be a canned report.

Comment by lew235 [ 02/Aug/19 ]

Seems like this would be more appropriate as LDP?
Sharon Beltaine

Comment by Nassib Nassar [ 04/Sep/19 ]

Please identify an analyst or developer resource to write the SQL report query.

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