2019-08-21 Consortia SIG Meeting Notes

2019-08-21 Consortia SIG Meeting Notes

Date

Aug 21, 2019

Attendees

  • @David Dahl

  • @Martina Tumulla

  • @Paula Sullenger

  • @Lucy Harrison

  • @Noah Brubaker

  • @Steve Walker

  • @Lloyd Chittenden

  • @Elena OMalley

  • Brandon Cole

Goals

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5min

Housekeeping/updates

All

Question from @Paula Sullenger

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

45min 

Resource sharing reports

All 

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

10min

Wrap-up/planning

All

Next week - stories review

  • start with patron story

Q: anybody done any analysis about running open source system as a consortium

  • @David Dahl  will check with @Steve Bischof

Action items