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. Note: Updated October 2024 with statuses provided by Dennis Bridges.
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 - LDP / Metadb | Data Source -OpenRS | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |
|
| Yes | Not available | |
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 |
|
|
| Yes
| Not available |
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 |
|
| Yes | Not available | |
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 |
|
| Yes | Not available | |
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 |
|
|
| Yes | Not available |
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 |
|
|
| Yes | Not available |
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 |
|
|
| Yes | Not available |
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 |
|
| Yes | Not available |
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 |
|
|
|
| Not available |
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 |
|
| Yes | Not available | |
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 |
|
|
|
| Not available |
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 |
|
|
|
| Not available |
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 |
|
|
|
| Not available |
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
|
|
|
|
| Not available |
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 |
|
|
|
| Not available |
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 |
|
|
|
|
| Not available |
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 |
|
|
|
| Not available |
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 |
|
| Not available |
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 |
|
| Available |
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. |
|
|
|
| Available |
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 |
| eUsage app |
|
|