2019-08-21 Consortia SIG Meeting Notes

Question from Paula Sullenger

• how will OCLC holdings work in a single-tenant model?

PALNI (all reports can be done at the group level or individually)

• all checked out items - sounds like there maybe general interest
• group circulation event detail - updated daily; monthly report aggregates this to higher-level of who is borrowing from whom
• open holds - unfilled holds; has some functionality implications - important either way
• overdue items - how common is end-of-year reconciliation? some other use cases for this, considering doing away with the money part of this; for overdue items, what's the threshold?
• annual report - useful at consortium level and individual library level
• check JIRA for a ticket about sharing report templates David Dahl
• like to have
  • turnaround times (for entire process and individual steps in the process); how long it stays on the

GALILEO - blocked borrowers/requesters; there's a combination of functionality and reporting need here

Other reports of interest

• who is checking in and checking out at other libraries
• expired hold shelf report - both for operational and analytical (i.e. how many holds have we put in the effort but the patron hasn't picked it up)
• expired holds - both operational (pick list) and analytical (percent of unfulfilled holds); might be some functionality implications (notices to patrons, passing on request to ILL, etc.)
• soon-to-be-expired holds report (or functionality) - need to be able to predict that a cross-tenant request won't be fulfilled by the stated deadline and reconcile that per the library's preference