Functional Needs
- share ad hoc report templates
- API access for integration with external dashboards, etc.
- ability to run reports on behalf of library members
2018-09-20 - all reporting needs have been loaded in JIRA
- All reporting issues labeled "consortia" - Getting issues...
- Open reporting issues labeled "consortia" - Getting issues...
2018-09-12 - Reports have been moved to the Reporting SIG master spreadsheet.
| Report | Consortial Service | Data elements / description | Parameters for filtering/sorting | Priority (critical/major/minor) | Need (current/desired) | Use (analytical/operational) | Who (library/ consortium) | Frequency (scheduling) | Granularity (time) | Requires real-time data | Comments | Reporting SIG |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Title list of all/filled/unfilled requests | Resource Sharing | Requesting library, lending library, pickup location, title/item identifier | Filled/unfilled, date range | Critical | Current | Operational | Both | Ad hoc | Hourly | Yes | -RA related Historical summary also | ID402 and Unumbered in RA tab |
| Turnaround time | Resource Sharing | Requesting library, lending library, request timestamp, available for loan timestamp | Requesting library, lending library, outliers to turnaround time benchmarks (parameterized), date range | Minor | Current | Analytical | Both | Ad hoc | Second | No | -benchmark report | |
| Loans to other libraries count | Resource Sharing | Requesting library, lending library, patron group, request filled timestamp | Requesting library, lending library, patron group, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -RA related | ID402 ID453 |
| Borrows from other libraries count | Resource Sharing | Requesting library, lending library, patron group, request filled timestamp | Requesting library, lending library, patron group, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -RA related | ID402 ID453 |
| Borrowing ratio report | Resource Sharing | Derived from loan count and borrow count reports | Requesting library, lending library, patron group, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -RA related | |
| Filled percentage | Resource Sharing | Derived from number of filled requests divided by total number of requests | Lending library, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -shows what does not get filled. To include title list of unfilled items | |
| Currently overdue items on loan by non-home library patrons | Resource Sharing | Patron library, owning library, Item identifier, patron identifier, due date | Patron group, patron library, owning library | Critical | Current | Operational | Both | Daily On Demand | Yes | -RA related | ||
| Loaned items in overdue status during reporting period | Resource Sharing | Patron library, owning library, item identifier, patron identifier, patron group, date range | Patron group, patron library, owning library, date range | Minor | Current | Analytical | Both | Ad hoc | Day | No | -RA related Missing and Lost needs to be included | In-App tab |
| Items in transit for "too long" | Resource Sharing | length of time with "in transit" status, item identifier, requesting library, owning library | time with "in transit status" (parameterized) | Critical | Current | Operational | Library | Weekly | Second | Yes | -RA related | |
| Shelflist (with additional data elements) | Coordinated Collections | # of owning libraries, retention commitment indicator, current status, current location (including library) | retention commitment (y/n), # of copies, publication date, call number range | Major | Current | Operational | Library | Ad hoc | Yes | -MM and RA related -multiple owners of materials | ID301 UXPROD-880 | |
| Max/min threshold alerts | Coordinated Collections | A report of titles currently exceeding (max) or failing to meet (min) determined thresholds for copies held. Data points - title-level identifier, Item identifier, owning librar(y/ies). Alert levels, publication date, call number | Publication date, call number range | Minor | Desired | Analytical | Both | Ad hoc | No | -need alerts Target number of copies needs to be defined in the consortium | ||
| Overlap report | Coordinated Collections | Item identifier, owning librar(y/ies), retention commitments, collection responsibility (i.e. which library is responsible for collecting in this area?) | Publication date, call number range | Major | Current | Analytical | Ad hoc | No | -see SCS Greenglass service from OCLC Coordinated collections may need extra fields- data elemements | |||
| Count of items retained | Coordinated Collections | Total number of items under retention commitments at both the consortial and library level. Data points - retaining library, item count, % of total retentions by individual library. | Retaining library, publication date, call number range | Minor | Desired | Analytical | Ad hoc | No | -RM and RA related | |||
| Usage of retained items | Coordinated Collections | Item identifier, total circulations, ILL/resource sharing usage (if distinct from circ counts) | Owning library, Borrowing Library, Circulation date, Publication date, call number range | Minor | Desired | Analytical | Monthly | No | ||||
| Items owned by other libraries currently housed at home library (for floating collections) | Coordinated Collections | Periodically, libraries who participate in floating collections (i.e. collections that remain at the library where the item was returned, regardless of owner) will want a report to identify items they do not own but are currently shelved at their library. | Owning library | Minor (Low) | Desired | Analytical | Monthly | Yes | -low priority until floating collections functionality is in FOLIO | |||
| Overlap report | Buying Club Coordinated Collections | Analysis of overlap between current print holdings and current (or potential) e-resource packages. Data points - item id, overlap (y/n), license terms | Title, Package Name, Location, Owning Library. Call Number, Publication date, ISBN/ISSN | Major | Desired | Analytical | Ad hoc | No | Also for Local collections | |||
| License terms analysis | Buying Club | Number of licenses with a particular license term, item identifier | Package name, Package Name, Title lists | Major | Desired | Analytical | Collection analysis | Ad hoc | No | Filter also at the library level | ||
| Usage for consortially-licensed packages | Buying Club | Counter-compliant statistics, filterable by library with the ability to aggregate at the consortial level and view each libraries' percentage of total consortial use. | Library, Package, Titles | Major | Desired | Analytical | Monthly | No | UXPROD-586 | |||
| Configuration parameters report | Infrastructure | A report of each libraries configuration parameters for use in configuring other libraries in the consortium. | Library | Critical/major dependent on tennancy | Desired | Analytical Operational? | Ad hoc | Yes | Use report results to import settings into new library | |||
| System uptime report | Infrastructure | Percentage of uptime for the FOLIO system | Date | Critical | Current | Analytical | Ad hoc | Yes | ||||
| 3rd party integration status | Infrastructure | Monitoring of external systems integrated with FOLIO. Data points - last successful connection (timestamp), system (name/id), timestamp of integration failure. | Date | Critical | Both | Operational Analytical (trend analysis for reporting to vendors, etc.) | Both | Real-time | Yes | Check of system integration success might be scheduled (i.e. daily, hourly, etc.) **Might break into two reports - one operational, one analytical** | ||
| Staff account status report | Infrastructure | Account username/id, current status (blocked/expired/active), roles/permissions, creation timestamp, last update timestamp | Account username/id, current status, roles/permissions, creation timestamp, last update timestamp | Major | Desired | Operational | Both | Ad hoc | Day | Yes | used for account cleanup | |
| Patron status report | Resource Sharing | Patron identifier, current status (blocked/expired), library (i.e. which library is blocking patron), patron "home" library, date/time of block, expiration date, block reason, patron group | Current status, library (both the blocking library and home library), block reason, patron group, date/time | Major | Current | Both | Both | Ad hoc | Day | Yes | resource access | |
| Fines/fees | Resource Sharing | Patron identifier, credit/debit, $ amount, item identifier, current status, fine/fee type, patron library, owning library, patron group, date/time, item due date | Patron identifier, patron library, owning library, patron group, date/time | Minor | Current | Both | Minute | No | resource access | might be two separate reports - both transaction level and total amounts | ||
| Work activity report | Shared workflows | Task/activity performed, task/activity type, date performed (start/end), staff user/team, library, record/item identifier | Library, staff user/team, task/activity type, date/time | Minor | Desired | Analytical | Both | Ad hoc | Minute | Yes | Tracking of staff activity needs to be optional for data privacy regulations (especially for GDPR). Could also be used as a "performance report" - i.e. does one workflow work better than another. | |
| Current assigned work items | Shared workflows | Task/activity assigned, staff user/team, library | Library, staff user/team | Major | Desired | Operational | Both | Ad hoc | Second | Yes | ||
| Cataloguing statistics | Shared workflows | Record/item identifier, added/modified/deleted activity (i.e. maintenance activity), owning library, staff user/team, timestamp number of new catalogue records and corrections of existing catalogue records per library | Owning library, maintenance activity, staff user/team, timestamp | Minor | Desired | Analytical | Both | Ad hoc | Day | No | DD: I think this report would be covered by the "Work activity report" if it is filterable by type of activity. | |
| Costs for consortially licensed packages | Buying Club | Library, package name, vendor, cost, fund source, fund allocation | Library, package name, fund, vendor | Major | Desired | Analytical | Both | Ad hoc | Year (fiscal) | No | Filterable by library with the ability to aggregate at the consortial level and view each libraries' percentage of total consortial expenditure. |