2019-1-24 Resource Access Meeting Notes



Discussion tems

  • Notetaker - Mark Canney
  • Dev meeting in Ipswich in early May.
  • Do we need really need a F2F? Why and what needs discussing?
45minReportsEmma BoettcherIn-app reports (general) & overdue loans report (specifically)Solicit feedback on in-app report mechanism, using the example of overdue loans.

Meeting Outcomes

Functional Area

Product Owner

Planned Release (if known)

Decision Reached


Link to Supporting Materials


e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue
LoansEmma BoettcherQ1 2019

Additional specs gathered for in-app reports

  • Because external reporting tools offer flexibility
  • Because staff shouldn't have to switch systems to accomplish daily work

May need to retrieve (for example) loans by patron group or by patron ID

Different desks may run the same report but change one factor (the desk or location)

Having private, individual reports in addition to the institution-level ones

"Run report" button does not have to be on the same screen as setting up the report


Andrea: Developers meeting in early May in Ipswich, MA (not a full Wolfcon). Do we need a face-to-face meeting for SIG or some reps? We should assure there is technology for remote participation - e.g. Skype or Zoom.  Cate says there is a lot of RA development taking place now, but most RA features are analysis complete. On Monday, we will review a list of priorities to discover who is interested in participating. Cate will share document outlining priorities for the meeting to see who might want to participate in f2f discussions.

Emma. In-app report for overdue loans; to support hourly, daily or frequent work. In-app indicates reports are run from FOLIO and not an external BI tool.

1. Set criteria/outputs.

a. Results available in FOLIO app or to export (CSV/Excel)? We want both!

b. selections exist around various entities like 'loans', 'items', 'requests', 'users', 'fines/fees' ...

c. set criteria once and then re-run? Are we creating reports for reuse? Are customized reports available to individual login or to broader institution? It seems like we need custom report selections created by supervisor and able to run by lower level login.