2018-04-23 Reporting SIG Notes
Date
Apr 23, 2018
Attendees
Present? | Name | Organization | Present? | Name | Organization |
|---|---|---|---|---|---|
| Sharon Beltaine | Cornell University |
| Peter Murray | Index Data |
| Elizabeth Berney | Duke University |
| Erin Nettifee | Duke University |
| Joyce Chapman | Duke University |
| Karen Newbery | Duke University |
| Elizabeth Edwards | University of Chicago | X | Tod Olson | University of Chicago |
X | Claudius Herkt-Januschek | SUB Hamburg | X | Scott Perry | University of Chicago |
X | Doreen Herold | Lehigh University |
| Robert Sass | Qulto |
X | Anne L. Highsmith | Texas A&M | X | Simona Tabacaru | Texas A&M |
| Vince Bareau | EBSCO |
| Mark Veksler | EBSCO |
| Harry Kaplanian | EBSCO |
| Kevin Walker | The University of Alabama |
| Ingolf Kuss | hbz |
| Charlotte Whitt | Index Data |
| Lina Lakhia | SOAS |
| Michael Winkler | OLE |
X | Joanne Leary | Cornell University |
| Christine Wise | SOAS |
X | Michael Patrick | The University of Alabama |
| Holly Mistlebauer | Cornell University |
X | Emma Boettcher | University of Chicago | X | Andrea Loigman | Duke |
X | Uschi Klute | GBV | X | Mike Paxton |
|
Additional guests: Emma Boettcher, Andrea Loigman, Mike Paxton, Uschi Klute
Discussion items
Item | Who | Notes |
|---|---|---|
Assign Notetaker, Take Attendance, Review agenda | Tod Olson | Previous Notetaker: Simona Tabacaru Today's Notetaker: Joanne Leary WolfCon Update: At this point, the Monday 5/7/18 9am Reporting SIG meeting will still take place because WolfCon sessions for SMEs don't start until the afternoon of that day. Reporting SIG members should be able to attend the WolfCon conference remotely via Zoom links for sessions. Stay tuned for more information on this soon. |
Loans Reporting | Emma Boettcher, Loans PO (see NOTES below) | Review reports related to loans to understand RA data elements needed, identify gaps, discuss in-app reporting, etc. What reports are or should be covered by RA in-app reporting? What reporting data elements are needed for RA reports via the Data Lake? Please attend if you have Circ Loan Reports in the requirements list. Please note: if you are not the contact for your Circulation/Resource Access/Loan reports, please bring the Loan Reports contact from your institution to this meeting Related Links: Reporting SIG Master Spreadsheet https://docs.google.com/spreadsheets/d/1svUM74Dkg4KvTXLzKZK_2k_SxeukX-87NnYf8CaTrYQ/edit?usp=sharing Data Migration Subgroup Google Drive folder https://docs.google.com/spreadsheets/d/15khBvG7hsUbIIofh6ZyrH_-sl2kngXdcQ24sBswAe_k/edit?usp=sharing MM SIG Working Groups - Inventory Metadata Elements https://docs.google.com/spreadsheets/d/1LkVIglt3n3y2bckDoamxWQ73TCsmvw43qrAbLfCQ_O0/edit?usp=sharing |
WolfCon Reporting Topics | All | (In case this is needed to revisit or for reference.) Review current plans for WolfCon and brainstorm ways Reporting SIG can make best use of the conference time and resources. WolfCon organizers are working to make the May 7-10 conference sessions available by ZOOM so all project participants may join WolfCon sessions remotely. More details on this coming soon. KN:Open in Google sheets to view the entire schedule. WolfCon Topic Proposals: https://docs.google.com/spreadsheets/d/17JmVl-XUaALDYtyqEzPGGYyHAbH8JQM63XPdl9ZxKFU/edit?usp=sharing |
Reporting Deliverables | All | (In case this is needed to revisit or for reference.) We will discuss strategies for translating reporting requirements into reporting deliverables KN: See Reporting SIG master spreadsheet: https://docs.google.com/spreadsheets/d/1svUM74Dkg4KvTXLzKZK_2k_SxeukX-87NnYf8CaTrYQ/edit#gid=312878932 -thank you for adding names to each report (just a few missing at this point) -review updated Column E ("Legacy System Data Element Sources") and new Column F ("Folio Data Element Sources Notes") -Reporting SIG members and new Reporting PO to work with other POs and SIGs to identify data elements needed for each report -Reporting SIG members and new Reporting PO to work with other POs and SIGs to identify candidates for "in app" reports -please continue to add your Report Requirements Contacts in Reporting SIG Master Spreadsheet -report contacts need to be reachable, if not part of Folio project, please add person's email address |
Topics for Future Meetings | All | Review and update Topics for Future Reporting SIG Meetings |
Notes:
Emma Boettcher (Reporting SIG product owner for loans) reviewed the reports spreadsheet in order to understand all the elements of the reports listed, to make sure they are represented in the Folio interface.
For reporting on circulation transactions by collection type: include the loan type and material type, date, owning library, patron group
Other reporting elements must include library departments and service areas within departments
In-library visits: this is collected by external systems or methods, but in a best-case scenario, would be counted by Folio
Desk activity report: count transactions by type (charge, discharge, renewal, hold)
Discovery layer transactions (patron-initiated renewals, requests) also need to be captured. Would be great to capture metadata about where the web traffic came from.
SIP2 transactions (self-check, MeeScan or other unmediated transactions) – include library location, operator ID, date/time, patron group, item information
Use of items in reference collection – this would be like browse transactions, which must include date/time, browse location, owning library location, and must be able to link back to all bibliographic data about the book
Bookings (reservations) and hold requests – count reservations (or requests made) by date, patron demographics, library, service type
Serials usage: include all title/holdings information, series information, circulation history associated with dates (not just counts)
Next week, we will speak with Christi Thomas about Inventory data elements and reporting.