2019-09-09 RPWG Meeting notes

ACRL Report Prototype

-Kevin has generated an ACRL Annual Survey Report Prototype

-4 main queries to run: volume count, title count, circulation, collection expenditures

-queries will need to vary by library, e.g., how does your library count items?

-choosing what you want to count may depend on the quality of catalog coding by area at your institution

-prototype includes all locations now, but can use effective location LDP attribute soon

-Kevin will add patron type and loan type attributes

-(Scott) Is cataloging status built in? Kevin will investigate.

-(Scott) The PO has flag for expenditure type. Kevin will investigate. (Payments will not be available until next release.)

-encumbrances include for your information, although most institutions don't report these figures in ACRL reports

-(Tod) Perhaps working on the prototypes collaboratively gives us an opportunity to have more uniform practices in reporting across libraries (as has been seen in other functional areas) 

-Kevin will also work on the queries associated with this report

-Scott shared the Recent Schema for Financial Transactions from Resource Management

Demonstration of how to contribute a new SQL report query--or a modification of an existing query--using the shared community space in GitHub that has been set up for this purpose.

Refer to Contributing report queries to ldp-analytics for written instructions.

Future Topics: