Consortial Reporting Needs

Functional Needs

share ad hoc report templates
API access for integration with external dashboards, etc.
ability to run reports on behalf of library members

Assumptions:

Reports have some capability to be run at the consortium level and library level
Reports can query and filter based on MARC and/or Instance data
Library level consortia reporting should be from the perspective of the reporting library interacting with others
Consortia level reporting should be able to be done across from all institutions

This spreadsheet includes needs carried over from the 2018 list of Consortial Reporting Needs page.

Report	Consortial Service	Data elements / description	Parameters for filtering/sorting	Priority (critical/major/minor)	Who	Frequency (scheduling)	Granularity (time)	Requires real-time data	Comments	Related Jira tickets	Data Source - FOLIO	Data Source -OpenRS
Title list of all/filled/unfilled requests	Resource Sharing	Requesting library, lending library, pickup location, title/item identifier	Filled/unfilled, date range	Critical	Libraries & Consortium	On Demand	Hourly	Yes	RA SIG related Historical summary also	REP-104		Possibly
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	Libraries & Consortium	On Demand	Second	No	benchmark report			Possibly
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	Libraries & Consortium	On Demand	Day	No	RA SIG related	REP-104 REP-141		Possibly
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	Libraries & Consortium	On Demand	Day	No	RA SIG related	REP-104 REP-141		Possibly
Borrowing ratio report	Resource Sharing	Derived from loan count and borrow count reports	Requesting library, lending library, patron group, date range	Major	Libraries & Consortium	On Demand	Day	No	RA SIG related			Possibly
Filled percentage	Resource Sharing	Derived from number of filled requests divided by total number of requests	Lending library, date range	Major	Libraries & Consortium	On Demand	Day	No	Shows what does not get filled. To include title list of unfilled items			Possibly
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	Libraries & Consortium	Daily & On Demand		Yes	RA SIG related			Possibly
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	Libraries & Consortium	On Demand	Day	No	RA SIG related	In-App tab UXPROD-940		Possibly
Items with status of "Lost/Missing"	Resource Sharing	Patron library, owning library, Item identifier, patron identifier, due date	Patron group, patron library, owning library	Major	Libraries & Consortium	On Demand	Day	No	RA SIG related
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	Libraries & Consortium	Weekly & On Demand	Second	Yes	RA SIG related	UXPROD-927 UXPROD-944 UXPROD-928		Possibly
Retention Commitments (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, current location (including library)	Major	Libraries & Consortium	On Demand		Yes	MM SIG and RA SIG related multiple owners of materials	REP-252 UXPROD-880
Collection Analysis	Coordinated Collections	Multiple filter parameters, # of owning libraries, retention commitments, call number, shelving location, publication date, etc.) Using MARC and Instance data	# of copies, publication date, call number range, etc. MARC and Instance data	Major	Libraries & Consortium	On Demand		Yes	MM SIG and RA SIG related multiple owners of materials
Max/min threshold	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). Publication date, call number	Publication date, call number range	Minor	Libraries & Consortium	On Demand		No	Target number of copies needs to be defined in the consortium
Overlap report	Coordinated Collections	Item identifier, owning librar(y/ies), collection responsibility (i.e. which library is responsible for collecting in this area?)	Publication date, call number range	Major	Libraries & Consortium	On Demand		No	Coordinated collections may need extra fields- data elements
Count of items retained	Coordinated Collections	Total number of items under retention commitments. Data points - retaining library, retention commitment, item count, % of total retentions by individual library.	Retaining library, retention commitment, publication date, call number range	Minor	Libraries & Consortium	On Demand		No	Acquisitions SIG and RA SIG related
Usage of retained items	Coordinated Collections	Item identifier, retention commitment, total circulations, ILL/resource sharing usage (if distinct from circ counts)	Owning library, Borrowing Library, Circulation date, Publication date, call number range, retention commitment,	Minor	Libraries	Monthly & On Demand		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, Current location	Minor (Low)		Monthly & On Demand		Yes	Low priority until floating collections functionality is in FOLIO
Overlap report	Buying Club Coordinated Collections	Analysis of overlap between current print holdings and/or also compare current (or potential) e-resource packages. Analysis and comparison between consortium institutions. Data points - item id, overlap (y/n), license terms, material type, coverage dates	Title, Package Name, Material type, Location, Owning Library. Call Number, Publication date, ISBN/ISSN	Major	Libraries & Consortium	On Demand		No	Also for Local collections		ERM Comparisons app + Need inventory for print to complete development of this report
License terms analysis	Buying Club	Number of licenses with a particular license term, item identifier	Package name, Package Name, Title lists	Major	Libraries & Consortium	On Demand		No	Filter also at the library level		Licenses app
Costs for consortially licensed packages	Buying Club	Library, package name, vendor, cost, content license source (consortium), fund source, fund allocation	Library, package name, fund, vendor	Major	Libraries & Consortium	On Demand	Year (fiscal)	No	Filterable by library with the ability to aggregate at the consortial level and view each libraries' percentage and actual expenditures of total consortial expenditure.
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	Libraries & Consortium	Monthly & On Demand		No		UXPROD-586	eUsage app
Cost per use report	Buying Club	Counter-compliant statistics filterable by library with the ability to aggregate at the consortial level, Library, package name, vendor, cost, content license source (consortium)	Library, Package, Titles	Major	Libraries & Consortium	Monthly & On Demand		No			eUsage app
Read/Publish Agreement	Buying Club	Agreement, license terms , article (corresponding author, DOI, publication year), institution (on the library level: faculty, institute, department), publication type, journal, country of publication, request year, funding acknowledgement, costs (list price, deposit price, actual price, breakdown by funds, author contribution)			Libraries & Consortium	Monthly & On Demand		No			Open Access App.,
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	Libraries & Consortium	On Demand		Yes	Use report results to import settings into new library		Central tenant
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	Libraries & Consortium	On Demand		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, home library, creation timestamp, last update timestamp	Account username/id, current status, roles/permissions, creation timestamp, last update timestamp	Major	Libraries & Consortium	On Demand	Day	Yes	Used for account cleanup May be privacy concerns
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	Libraries & Consortium	On Demand	Day	Yes	RA SIG related May be privacy concerns
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	Libraries & Consortium	On Demand	Minute	Yes	RA SIG related May be privacy concerns
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	Libraries & Consortium	On Demand	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	Libraries & Consortium	On Demand	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	Libraries & Consortium	On Demand	Day	No	DD: I think this report would be covered by the "Work activity report" if it is filterable by type of activity.