2018 list of Consortial Reporting Needs
This page is an ARCHIVED version of the original 'Consortial Reporting Needs' page from 2018.
Functional Needs
share ad hoc report templates
API access for integration with external dashboards, etc.
ability to run reports on behalf of library members
2018-09-20 - all reporting needs have been loaded in JIRA
All reporting issues labeled "consortia" - https://folio-org.atlassian.net/issues/?jql=filter%3D10930+
Open reporting issues labeled "consortia" - https://folio-org.atlassian.net/issues/?jql=filter%3D10931+
2018-09-12 - Reports have been moved to the Reporting SIG master spreadsheet.
Report | Consortial Service | Data elements / description | Parameters for filtering/sorting | Priority (critical/major/minor) | Need (current/desired) | Use (analytical/operational) | Who (library/ consortium) | Frequency (scheduling) | Granularity (time) | Requires real-time data | Comments | Reporting SIG |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Title list of all/filled/unfilled requests | Resource Sharing | Requesting library, lending library, pickup location, title/item identifier | Filled/unfilled, date range | Critical | Current | Operational | Both | Ad hoc
| Hourly | Yes | -RA related Historical summary also | ID402 and Unumbered in RA tab |
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 | Current | Analytical | Both | Ad hoc | Second | No | -benchmark report |
|
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 | Current | Analytical | Both | Ad hoc | Day | No | -RA related | ID402 ID453 |
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 | Current | Analytical | Both | Ad hoc | Day | No | -RA related | ID402 ID453 |
Borrowing ratio report | Resource Sharing | Derived from loan count and borrow count reports | Requesting library, lending library, patron group, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -RA related |
|
Filled percentage | Resource Sharing | Derived from number of filled requests divided by total number of requests | Lending library, date range | Major | Current | Analytical | Both | Ad hoc | Day | No | -shows what does not get filled. To include title list of unfilled items |
|
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 | Current | Operational | Both | Daily On Demand |
| Yes | -RA related |
|
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 | Current | Analytical | Both | Ad hoc | Day | No | -RA related Missing and Lost needs to be included | In-App tab |
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 | Current | Operational | Library | Weekly | Second | Yes | -RA related | |
Shelflist (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 | Major | Current | Operational | Library | Ad hoc |
| Yes | -MM and RA related -multiple owners of materials | ID301 UXPROD-880
|
Max/min threshold alerts | 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). Alert levels, publication date, call number | Publication date, call number range | Minor | Desired | Analytical | Both | Ad hoc |
| No | -need alerts Target number of copies needs to be defined in the consortium |
|
Overlap report | Coordinated Collections | Item identifier, owning librar(y/ies), retention commitments, collection responsibility (i.e. which library is responsible for collecting in this area?) | Publication date, call number range | Major | Current | Analytical |
| Ad hoc |
| No | -see SCS Greenglass service from OCLC
Coordinated collections may need extra fields- data elemements
|
|
Count of items retained | Coordinated Collections | Total number of items under retention commitments at both the consortial and library level. Data points - retaining library, item count, % of total retentions by individual library. | Retaining library, publication date, call number range | Minor | Desired | Analytical |
| Ad hoc |
| No |
-RM and RA related |
|
Usage of retained items | Coordinated Collections | Item identifier, total circulations, ILL/resource sharing usage (if distinct from circ counts) | Owning library, Borrowing Library, Circulation date, Publication date, call number range | Minor | Desired | Analytical |
| Monthly |
| No |
|
|
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 | Minor (Low) | Desired | Analytical |
| Monthly |
| Yes | -low priority until floating collections functionality is in FOLIO |
|
Overlap report | Buying Club Coordinated Collections | Analysis of overlap between current print holdings and current (or potential) e-resource packages. Data points - item id, overlap (y/n), license terms | Title, Package Name, Location, Owning Library. Call Number, Publication date, ISBN/ISSN | Major | Desired | Analytical |
| Ad hoc |
| No | Also for Local collections |
|
License terms analysis | Buying Club | Number of licenses with a particular license term, item identifier | Package name, Package Name, Title lists | Major | Desired | Analytical | Collection analysis | Ad hoc |
| No | Filter also at the library level |
|
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 | Desired | Analytical |
| Monthly |
| No |
| |
Configuration parameters report | Infrastructure | A report of each libraries configuration parameters for use in configuring other libraries in the consortium. | Library | Critical/major dependent on tennancy | Desired | Analytical Operational? |
| Ad hoc |
| Yes | Use report results to import settings into new library |
|
System uptime report | Infrastructure | Percentage of uptime for the FOLIO system | Date | Critical | Current | Analytical |
| Ad hoc |
| Yes |
|
|
3rd party integration status | Infrastructure | Monitoring of external systems integrated with FOLIO. Data points - last successful connection (timestamp), system (name/id), timestamp of integration failure. | Date | Critical | Both | Operational Analytical (trend analysis for reporting to vendors, etc.) | Both | Real-time |
| Yes | Check of system integration success might be scheduled (i.e. daily, hourly, etc.) **Might break into two reports - one operational, one analytical** |
|
Staff account status report | Infrastructure | Account username/id, current status (blocked/expired/active), roles/permissions, creation timestamp, last update timestamp | Account username/id, current status, roles/permissions, creation timestamp, last update timestamp | Major | Desired | Operational | Both | Ad hoc | Day | Yes | used for account cleanup |
|
Patron status report | Resource Sharing | Patron identifier, current status (blocked/expired), library (i.e. which library is blocking patron), patron "home" library, date/time of block, expiration date, block reason, patron group | Current status, library (both the blocking library and home library), block reason, patron group, date/time | Major | Current | Both | Both | Ad hoc | Day | Yes | resource access |