Date

21 Aug 2019

Attendees

Time

Item

Who

Notes

5min

Housekeeping/updates

All

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

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