Date

24 Jan 2018

Attendees

Goals

Define reporting needs around shared workflows

Discussion items

Time

Item

Who

Notes

5min

Housekeeping

Anya will convene (thanks, Anya!)
David Dahl distributed a new meeting invitation via the Consortia SIG listserv
You can subscribe to the SIG list (and other FOLIO lists) here: https://ole-lists.openlibraryfoundation.org/

All

45min

Identify reporting needs for "Shared Workflows"

link to Consortial Services Framework document (for reference)

All

Reporting need:

Comparison config reports for central staff - or member to member for mapping purposes or templates

Templates Sharing
- recovery of process
-copy procedures
-workflow processing
--help with trouble shooting
- shared queries (canned or created on fly but shareable)

Shared work activity report-- example of cataloging
- breakdown by person, library
- what work is being assigned to other libraries /person and level of completeness
-seeing how each local practice might be different than group and how it ripples through the system - so changes or how group work needs to adjust.

-3rd party connections uptime and status - last time success - activity of connection - monitoring

- Long over due items for all members for a given time frame- checked in or found on shelf or checked in at patron library, but not at owning library yet -shared list --- if bills need to be generated off the list it would be auto ..

transit reports

send exports to the discovery layer so that marc records show

show in discovery show all resources in different facets - when all can access - or only members that are a part of that package- etc

Reports on who/ members are mapped or using what vendors-

create KB collections - encoding license - and share it out - seeing usage on these type of reports

Where does the division of labor happen...track the process status ( purchase, delivery, cataloging, received, and so on - where the item is, but also library/ people that are working on it ( owning library - processing library - next step, time in process)

shared collection dev - retention ( come back to this)

10min

Wrap-up/next steps

All

Action items

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