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| Present? | Name | Organization | Present? | Name | Organization |
|---|---|---|---|---|---|
| X | Sharon Beltaine | Cornell University | Peter Murray | Index Data | |
| Elizabeth Berney | Duke University | Erin Nettifee | Duke University | ||
| Joyce Chapman | Duke University | Karen Newbery | Duke University | ||
| Elizabeth Edwards | University of Chicago | Tod Olson | University of Chicago | ||
| Claudius Herkt-Januschek | SUB Hamburg | X | Scott Perry | University of Chicago | |
| X | Doreen Herold | Lehigh University | Robert Sass | Qulto | |
| X | Anne L. Highsmith | Texas A&M | Simona Tabacaru | Texas A&M | |
| Vince Bareau | EBSCO | Mark Veksler | EBSCO | ||
| Harry Kaplanian | EBSCO | Kevin Walker | The University of Alabama | ||
| X | Ingolf Kuss | hbz | Charlotte Whitt | Index Data | |
| Lina Lakhia | SOAS | Michael Winkler | OLE | ||
| X | Joanne Leary | Cornell University | Uschi Klute | GBV | |
| X | Michael Patrick | The University of Alabama | X | Holly Mistlebauer | Cornell University |
| X | Nassib Nassar | Index Data | X | Angela Zoss | Duke University |
| X | Veit Köppen | University Magdeburg | Anna Knyazeva | New attendee | |
| X | Sara Colglazier | Mount Holyoke College/Five Colleges | X | Lisa DeCarolis |
Guests:
Peter McCracken, Cornell
Linda Miller, Cornell
Discussion items
| Item | Who | Notes |
|---|---|---|
| Assign Notetaker, Take Attendance, Review agenda | Sharon | Today's notetaker: Angela Zoss Last week's notetaker: Kevin Walker |
| eUsage Demo & Discussion | Annika Schröer | Annika Schröer from the ERM eUsage Subgroup will provide a demonstration of the eUsage app and discuss reporting needs related to this endeavor, such as using the Library Reporting Database (data warehouse). See JIRA ticket UXPROD-576 for more information. Usage of electronic materials is measured by journal providers, who often distributed data in COUNTER (standard), either manual download or automatic using SUSHI (protocol) Aggregators may also download statistics for an entire institution, so may be downloading from aggregator instead of provider Can download statistics into the FOLIO eUsage app, ready for Q4 FOLIO release App includes "Statistics" which provides reports for each month Eventually want to view visualizations of statistics calculated for the reports, create and download custom reports Question: may need to connect to other apps. Should eUsage app ingest data from other apps, or should eUsage data get pulled into LDP for reporting? Currently using JSON for all data (some starts as XML instead, but eventually will be JSON in COUNTER 5) Nassib: does look like a good use case for LDP, but we'll have to go into more detail App should support anyone using COUNTER, but also hope to develop a way to ingest non-COUNTER data (though that may pose problems with interpretation, if non-COUNTER data measures usage differently) From ERM member - almost giving up on SUSHI because the data that come over often have trouble, and also there are providers who claim to be COUNTER-compliant but aren't really. For non-COUNTER compliant providers, may be able to map that into a "fake" COUNTER format to ingest, but the inconsistencies with COUNTER-compliant providers are big issues. Also have titles excluded from reports if there is no usage. Also, if we're moving to JSON, what about historical non-JSON reports? Hopefully at least 3 years into past. For titles with no usage, they should still appear because this will connect to agreements in ERM app, so if there is an ISSN, you know what journals should be there, even if the usage data doesn't contain the title. In connection with that is the problem of cost per use, so when there is zero usage, we get error messages in the reports. (Yes, they can address this.) History is a problem - COUNTER 4 and COUNTER 5 will not be comparable, so that's a big problem moving forward. XML vs. JSON isn't as big of a problem, it can be transformed. But COUNTER 5 really is different metrics. Interpretation has always been tricky, look more for trends (e.g., spikes) than raw numbers Maybe report can be clear about the difference between COUNTER 4 and COUNTER 5 Current app supports both COUNTER 4 and COUNTER 5, but we don't know of any providers using COUNTER 5 yet Can app identify illegal usage - scraping, for example? Maybe not in core app, but in a plugin. Some libraries don't want to omit those numbers, but might still want to identify it. Reporting vs. eResources usage - aside from cost/use, reporting is important for annual stats to ACRL, IPEDS. Just look at entire year and report that total as "circulation" for eResources. ERM can be complicated, but having a place to gather everything and just get a total will be very helpful. (Yes, that will definitely be a canned report. There will be both canned reports and custom reports in the app.) Sharon Markus will send Annika the master spreadsheet so she can look through for reports that relate to COUNTER (on import/export tab) Might be good to prioritize COUNTER reports - some systems are only JR1, though SUSHI is everything now; do already have some prioritization in the spreadsheet Annika Schröer, Sharon Markus, and Nassib Nassar will talk about details |
| In-App Reports | Holly | Filip will attend a Reporting SIG meeting in January to discuss his views on in-app reporting. He has a broader idea that will appeal to this group. In the meantime, Holly wants to continue on with November 26.
Clarification about difference between operational functions and reporting - operational functions are better suited for in-app. Here we're developing a reporting database that would support queries but probably is not a great solution for operational functions. In-app reports are being developed by the app SIGs. |
| User Management Reporting Requirements Gap Analysis | All | We will review the results of a meeting with Reporting SIG, UM SIG, and RA SIG representatives to find features to help distinguish UM reports from RA reports, and to complete a User Management reporting gaps analysis. Please note that additional User Management reports have been added to the Reporting SIG Master Spreadsheet of reporting requirements. |
| Year End Kudos | All | At the end of the year, we take a moment to appreciate all the work we have done and to give our colleagues kudos! Thanks to everyone who has participated this year! Especially Holly, Nassib, and Sharon! |
| Next Meeting January 7 | All | This is the last meeting of the year. Our next scheduled meeting will take place Monday, January 7 at 9am EST. Happy Holidays! |
Topics for Future Meetings | All | Review and update Topics for Future Reporting SIG Meetings |
| Other Topics? | All | Any other topics to discuss today? |
...
- Sharon will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
- Sharon to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG
- All SIG members: Please review the FOLIO In-App versus Data Warehouse Reports document Holly has drafted and add any comments you may have
- Sharon Markus will send Annika the master spreadsheet so she can look through for reports that relate to COUNTER (on import/export tab)
- Annika Schröer, Sharon Markus, and Nassib Nassar will talk about details