Overview of Reports: Request/Holds Reports/Paging Requests/Expired Holds (this will feed an ongoing effort to identify what in-app and other reports are needed)
In App
Pick List
Hold Shelf Expired cleaning list (also trigger for a notice that says we took it off the shelf – also a courtesy notice)
Availables – list of items that should on the hold shelf (newly on shelf – got there yesterday ; and/or list of all stuff that should be there) – sortable by whatever element you need to sort it by (call #, title, requester)
In Transit – what should be arriving? What should be leaving? (needed for both requests and things that are travelling home)
Overdue in transit – missing in transit (needed for both requests and things that are travelling home)
Outside of App/From a data lake
Statistics and Lists
Requests filled
Unfilled
Expired hold shelf
Cancelled
Types of requests
Fulfillment option chosen
And all combos of the above
Item related exceptions (e.g. a Lost item gets checked out, etc, an in transit item gets checked out)
Items requested most often, bibs/works as well (aggregate of all requests made on very related items)
What types of patrons do the most requests, type of requests
Recalls – how many are filled, unfilled, etc
Reports of multiple requests on one item when there are additional items that could fill it, so staff can redistribute the requests
When to buy more copies, using request activity to decide or trigger that
Lists of items that were requested that are not in a “normal” status – missing, or not found, or lost, or etc etc
Review of Hold Cancellation mock-ups - modals and Reasons admin
Approved current mockups
Group says institutional level reasons for hold cancellation are acceptable for V.1
5 min
Wrap-up
All
Next steps / homework - none
Action items
Create a wiki.folio account if you don't already have one
Tania to take RECALLED quandary to the Loans group