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Elements relevant to naming:

ElementValue for Example ReportDescription
Requirements IDID401
JIRA TicketREP-103
Name of Report
  • Circulation Transaction Detail
  • Circulation Transactions
  • Loans with Material Type
  • Circulation Transactions with Bibliographic Detail
  • Loans with Material Type and Bibliographic Detail
  • Loans with Item Detail

The report itself is focused on how the report is going to be used, not about how to get the data.

This will also be the name of the JIRA issue.

Report Naming Construct

  • by = filter or focus; appropriate for reports that aggregate transactions, not for transaction-level reports
  • with = what the report includes, details
  • only include as many extra clauses as is necessary to distinguish this report; if "bibliographic detail" is expected, don't need to list it
Name(s) of query(ies)

The query is how to get the data. Possible naming convention for short names:

verb, source data, function
example: count loans for locations

Short name(s) of query(ies)

Umbrella category for reportCirculation

Group reports by the 5 most used apps of FOLIO that reports will be generated for:

  • users
  • circulation (check out, check in, requests)
  • inventory
  • finance and orders
  • resource management

just use umbrella category to organize reports, not to name them (could be the directory structure in LDP GitHub)

use tagging (e.g., in GitHub?) to help organize reports, maybe to add original functional area to query

Additional information that would be useful when browsing reports in, e.g., GitHub:

  • date of query
  • tag indicating original functional area



Report Name Discussion:

Question: do we really need to specific "bibliographic detail" in the report name? Is it reasonable to assume bibliographic data will be included?

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  • external reports (e.g., ARL) - the "report" will be a collected set of queries required for external statistics; each of the queries, however, might be useful for other reports
    • Question: how does that work with GitHub? If we update the query in one place, do we just have to remember to update it everywhere else it might be used? 



Action items

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