Page Comparison

• 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

Note: we should create a markdown file for each report that would live in a reports folder on GitHub; it should include original purpose of the report, description of the different queries, links to queries

Can also link to report markdown files from the main ldp-analytics markdown file

Question: how to keep track of work on things like this in JIRA

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

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

or maybe noun, verb, function

example: Loans - Count by Location with Material Type

Will likely create JIRA issues for all queries, maybe in LDP project; then can link from LDP query issue to report(s) that contain(?) that query

Idea from Angela:

• for noun, what is each row in the resulting table? is it a loan? a general circ transaction? a patron?
• for verb, either count or list?
• for modifiers, focus on with and by? only add ones that change between versions of queries?

• needs to be machine-readable, usable as a variable
  • underscores are better than dashes because some programs don't like dashes in variable names
• may or may not need to look like the regular name; might need to be shorter
• use as GitHub folder name
• if adding something to indicate aggregation (_counts, _detail), add to end so you can sort
• like with short name, maybe use verb after nouns so things can be sorted by main topic of interest

Idea from Angela:

• for noun, what is each row in the resulting table? is it a loan? a general circ transaction? a patron?
• for verb, either count or list?
• for modifiers, focus on with and by? only add ones that change between versions of queries?

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