Link to recording

Attendees

Corrie Hutchinson (Unlicensed)Noah Brubaker Joe Elena OMalley Hedda.Kuban Patrick Waite Bernd Oberknapp Peter Böhm Peter Sbrzesny Margaret Youngberg Lloyd Chittenden

Discussion items

Time

Item

Who

Notes

Reporting Needs Spreadsheet

SIG

Consortial Reporting Needs

Thoughts on how to update the table? Ideas? Anyone taken a look yet?

First column : is it the app or is a system? How does this relate to the reporting app?
- The Reporting app and Lists app are not the same tool ; two separate reporting tools
Do we restrict the scope of this table to native FOLIO?
- How to represent needs when we don't know everything about upcoming consortial tools like OpenRS?
- How can libraries who are on FOLIO, in single tenants able to gather this type of information?
- Example : libraries that don't use ldp/metadb, but want to be able to run 'lists'?
- Get rid of first column?
- Action: move app integration columns to the far right, rename the 'tickets' column to FOLIO, include the ticket links, add columns for other apps like Lists, OpenRS, DCB, etc.
Focus on the reports themselves : is anything missing?
- For example : who runs the report? do reports need to be able to be run by a library and a consortium?
- Report missing from the list : lost items
- Replace 'Both' in the 'Who' column with explicit Library, Consortium
  - Assumption is that all these reports should be able to be done at the library level and consortial
  - Do we need this column? – Yes, for now until we get the new columns at the end that address the various apps
- Add a new 'Assumptions' to the table
  - Add an assumption that both a library and consortium have a need for data gathered by these types of reports
  - Noah added some during the meeting
- Do we need the 'Need' and 'Use' columns?
  - Original use of 'Use' column was to differentiate between when a need is immediate, in data warehouse
  - Agreed we do not – Noah has removed them
How does the list of 'Resource Sharing' reports look?
- Add a new one for lost items
  - Status = lost, were lent within the consortium, shared with libraries within the consortium so everyone can look for them
  - Similar to the 'in transit' too long in purpose
  - Noah added a new row to the table
- Do we need the 'Missing and Lost needs to be included' in the 'Loaned items overdue....'?
  - No – Noah to delete it
- Do we the '-RA related'?
  - Yes – we want to designate that other SIGs might be interested in these
  - Margaret to update the comment so it's clearer to the reader
How does the list of 'Coordinated Collections' reports look?
- RM is now Acquisitions SIG; likely also involves serials management
- Updates to comments' wording & spelling
- Do we need a 'Shelflist' report? Is it too large, unwieldy?
  - Should it be renamed to indicate it's just for retention commitments?
  - Yes, but then create a new row to note needs for shelf lists by call number, authors, etc. – Noah to perform the update
Has the Consortia SIG ever had a PO?
- Not that we know of
- It's a lot of work

Action items

Corrie to update Consortial Reporting Needs spreadsheet : move & create new columns for apps/solutions

Browser not supported