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2018-12-17 Reporting SIG notes

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Date

Attendees

Present?NameOrganizationPresent?NameOrganization
XSharon BeltaineCornell University
Peter MurrayIndex Data

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of Chicago
Tod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago
XDoreen HeroldLehigh University
Robert SassQulto
XAnne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Vince BareauEBSCO
Mark VekslerEBSCO

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama
XIngolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler

OLE
XJoanne LearyCornell University
Uschi KluteGBV
XMichael PatrickThe University of AlabamaXHolly MistlebauerCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

XVeit KöppenUniversity Magdeburg                Anna Knyazeva

New attendee

XSara ColglazierMount Holyoke College/Five CollegesXLisa DeCarolis

Guests: Peter McCracken, Cornell


Discussion items

ItemWhoNotes
Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker: Angela Zoss

Last week's notetaker: Kevin Walker

eUsage Demo & DiscussionAnnika 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.

Wiki page - eUsage

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

In-App ReportsHolly

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.

    • ID474 seems like an on-line feature (not a report) that everyone would want to have.  (We discussed this on 11/26 and Holly will pursue this further.)
    • ID475 as described doesn't seem useful.  Does it really contain everything currently checked out from circ desk?  Is there a better way to produce what library is looking for?  Everything checked out by faculty that just became overdue?  Reserve items?  2-hour/2-day loans?

User Management Reporting Requirements Gap AnalysisAllWe 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 KudosAllAt the end of the year, we take a moment to appreciate all the work we have done and to give our colleagues kudos!
Next Meeting January 7AllThis 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?AllAny other topics to discuss today?

Action items

  • 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


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