Date
...
| Time | Item | Who | Description | Goals | |||||
|---|---|---|---|---|---|---|---|---|---|
| 5min | Housekeeping |
| |||||||
| 30min50min | Reports (con't) | Emma Boettcher | In-app reports (general) & overdue loans report (specifically). With new and improved wireframes. | Solicit feedback on in-app report mechanism, using the example of overdue loans. | 15min | Item states | Emma Boettcher | Item state transitions (bulk and single) | Determine requirements for how states change: understand where Needed For and Process should be applied & how a Process ends. |
Meeting Outcomes
Functional Area | Product Owner | Planned Release (if known) | Decision Reached | Reasoning | Link to Supporting Materials | Comments |
|---|---|---|---|---|---|---|
| e.g. loans, fees/fines | Name | e.g. Q4 2018, Q1 2019 | Clearly stated decision |
| e.g. mock-up, JIRA issue | |
| Loans | Emma Boettcher | Q1 2019 | Include summary of query and count of objects retrieved before report is run; allow multiple values (ORing) for a field at runtime |
|
| |
Notes
Homework where do we need to see call numbers and how do we need them to behave? Display? Sortability? Think about this holistically
Ability to select a report and run it from search and filter
Results with export to crv
Ability to schedule and email etc is out of scope for this discussion, would be potentially outside of folio
What data can be pulled in these reports?
What about shared vs individual reports?
What level of granularity?
Can you set up a report only for specific service desks, etc?
Cheryl-feedback of count before running full report
Configure report would be in settings app
Ability to see and run reports right now would be anyone with permissions for app, but should eventually would need to be limitable by service desk
How do I make sure I have access to components I want?
Run report should include what the preselects values are
Can you copy and save a modified version of a report? Yes clone and change
Ability to choose multiple values with Boolean logic of and or not
running reports vs configuring reports permissions
Ability to select multiple values from a pulldown such as selecting multiple loan policies, etc.
a screen for admins showing reports running and ability to kill one of the reports as needed or a list of all processes?
Ability to filter list of reports? By service desk, etc.
Are there any gdpr implications?
Permission for personally identifiable information about patrons in reports
Profiling is also bad, but that should be about anonymizing data
May be local policy issue and reduce people who can modify reports
Identify the issue and flag for privacy SIG
Profiling of staff, German unions, how much work is a staff member accomplishing in a given hour, cannot measure output
Except others will need to be able to analyze those issues
Which components go in the configuration screen? What can we put into the report and what we can’t. Fields already in a given screen, like loans.
Reports that look at data from multiple areas would be external?
Example of, for instance, loans for a given call number
Show me overdue books to patrons with no active email address
Not a chron job, could this be external? We have to had a way of doing it
What is the difference between this and an external tool
Don’t want to reinvent the rule of the external tool
Next week will talk about what we need from call numbers and where we need them
Emma will talk about item state transitions