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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-1867] Build reports based on custom lists</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1867</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Requester: Angela Zoss (Duke)&lt;br/&gt;
Example:  Use Folio to create a saved list of items, and then be able to select from these lists when reporting. For context, this is how Alma works. You can manually curate a list, save a search that represents a changing list, or upload IDs from a file to create a list. You can then limit any of your jobs to work on this list. (Apparently possible in ALMA.)&lt;br/&gt;
Priority: Apparently needed very frequently; user is currently making do in Aleph by building custom SQL queries with lengthy WHERE x IN (......) clauses. This is important for custom reports with a lot of criteria. &lt;/p&gt;</description>
                <environment></environment>
        <key id="10139">UXPROD-1867</key>
            <summary>Build reports based on custom lists</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="11706">UXPROD-1910</parent>
                                    <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="1" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/open.png" description="The issue is open and ready for the assignee to start work on it.">Open</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="70121:8d96963c-ce4c-478d-9023-2de35bc14b67">Nassib Nassar</assignee>
                                                                <reporter accountid="5d24ec917d35310c14407dda">Angela Zoss</reporter>
                                    <labels>
                            <label>ldp-platform</label>
                            <label>reporting</label>
                            <label>round_iv</label>
                    </labels>
                <created>Mon, 5 Nov 2018 20:11:05 +0000</created>
                <updated>Tue, 7 Dec 2021 13:27:54 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="13819" author="557058:e4c91142-1f56-469c-a80f-9f01d93e942d" created="Thu, 8 Nov 2018 19:22:51 +0000"  >&lt;p&gt;In theory this would be useful functionality, but it&apos;s necessity is unclear because we don&apos;t know how the technical implementation of reporting would be done. For now, we are rating as &quot;Wait a year.&quot;&lt;/p&gt;</comment>
                                                            <comment id="13820" author="557058:b787c0f1-34df-41c2-8585-c4aed346caec" created="Mon, 15 Apr 2019 13:38:14 +0000"  >&lt;p&gt;Questions/comments from the Reporting SIG:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Is the scope just selecting within FOLIO through some kind of UI, or would it include building our own lists in a spreadsheet (or other document) and import them?&lt;/li&gt;
	&lt;li&gt;It sounds like we&apos;re talking about less technical people building lists to be operated on, is that right?&lt;/li&gt;
	&lt;li&gt;This sounds similar to part of the LS Tools rewrite: LS Tools is ETL with three basic steps: (1) select records to operate on, (2) transform the records somehow, and (3) reload the records. Building the custom lists seems like the same &quot;select records&quot; step where the operation will be to report on the selected records and to be knit together through the workflow engine.&lt;/li&gt;
&lt;/ul&gt;
</comment>
                                                            <comment id="13821" author="5d24ec917d35310c14407dda" created="Tue, 16 Apr 2019 17:44:17 +0000"  >&lt;p&gt;I added this before I really understood the LDP architecture (I thought we were building a reporting app, not just a database), so now I would say it might be a feature institutions could look for when they are selecting a reporting application to use to connect to the LDP. Still, there might be FOLIO-internal processes where this would be important to think about.&lt;/p&gt;

&lt;p&gt;When thinking about the use cases, this has come up for Technical Services (e.g., there is a long list of barcodes from a vendor, I think, and they need to pull a report on all items) and for Access and Delivery Services (there is a list of users with a particular affiliation or group membership, and they need to either batch edit records - maybe not our problem - or pull a report). &lt;/p&gt;

&lt;p&gt;If someone is doing work on a big group of items in a FOLIO module, then yes, maybe we would want to figure out a way to have that list of items sent to the LDP for a query, or vice versa. And yes, with that I think it might relate to the &lt;a href=&quot;https://folio-org.atlassian.net/browse/LDP-37&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;workflow engine issue&lt;/a&gt;, since that would be coordinating events across different parts of the FOLIO ecosystem.  &lt;/p&gt;</comment>
                                                            <comment id="13822" author="557058:701bc044-42e4-4044-8724-a85e23b14f8f" created="Tue, 16 Apr 2019 17:55:14 +0000"  >&lt;p&gt;I would agree that this is similar to what we&apos;re looking for in replacing LSTools. As I was collecting LSTools-related issues for us to look at, this issue also seemed connected to this one for batch export, where you would want to take a list you created and use it to pull MARC records out of source record storage. &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-978&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/browse/UXPROD-978&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="13823" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Mon, 15 Jul 2019 13:24:18 +0000"  >&lt;p&gt;Ranking reviewed at Reporting SIG Meeting 7/15/19. Need to review again to better understand need and functionality.&lt;/p&gt;</comment>
                                                            <comment id="13824" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Thu, 22 Aug 2019 13:30:41 +0000"  >&lt;p&gt;For Cornell, we use this functionality in MS Access to get data from Voyager every day. For instance, we use Make Table to save a particular dataset and refer it in another query. We also may save a subquery for a custom dataset and then use this same subquery again in subsequent query (we use this subquery as &quot;input&quot; in a subsequent query).&lt;/p&gt;
</comment>
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