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Attendees

Goals

  • Continue identification of reporting needs for consortial services

Discussion items

TimeItemWhoNotes
5minHousekeepingAll
  • consortial services doc on Discuss - no comments yet; will leave up for awhlle longer before moving into a wiki page
  • FOLIO is working on putting together an ALA Midwinter reception/get-together
  • SIG members might find the FOLIO sprint review recordings interesting: https://drive.google.com/open?id=0B7-0x1EqPZQKNTJHbkw4M2NRelU
30min 

Consortial Reporting Needs

  • Wrap up Resource Sharing data needs
  • Start looking at Coordinated Collections data needs

 

All 
 

David has created a Consortial Reporting Needs page and transcribed our Resource Sharing discussion into a table of needed reports

  • thoughts/comments
    • compare to Reporting SIG master spreadsheet - any columns to add?
      • Frequency
    • would be good to indicate whether the report is needed by the consortium, individual member libraries, or both

In addition to specific reporting needs, there are also general functionality needs for reporting

  • sharing report templates (both within a consortium and maybe to a larger community or library-to-library)

Coordinated collections

  • Report alerting to when the consortium is above/below threshold for max/min number of copies
  • Overlap report
    • data element - which library is responsible for subject area
  • how are assignments for subject areas made?
    • call number? format? subject heading?
  • list of titles that should be retained according to retention parameters
  • total number of items retained (both at the consortium level and the individual library level)
  • ad hoc shelf list reports with additional data points (# of owning libraries, retention responsibility by my library, retention responsibility by other libraries in consortia)
  • ad hoc report of items that don't have commitments
    • analytical report to look at changing retention parameters
    • see how many items currently have commitments (and then how many don't)
15min

Consortial extensions


AllDeferred
10minWrap-up/planningAll

No meeting on 12/27

Next meeting on 1/3

  • Finish up review of Coordinated Collections reporting needs
  • Start looking at Buying Club reporting needs

Action items