Distinguishing UM from RA Reports
What are the features that help us decide whether a report is categorized as "User Management" or "Resource Access?"
User Management report data elements
user accounts
user biodemo data
groups of users
user loads
data about users and how they are fed into the system
Resource Access report data elements
circulation statistics on loans, reserves, recalls, browses, eresources, sessions, etc.
circulation service usage
if collection use is involved, it is a Resource Access report, regardless of user data elements used
Reporting Functionality Needed related to UM and RA Reports
NCIP-related reports: how user management data elements support these standards, and do they?
LTI (courseware interface to library systems)
SIP2-related reports
Other
-should ARES be an interface to FOLIO?
-every module will need user data
-User Permissions information: UM app feature or report?
-Batch Edit: e.g., setting a list of items to a particular user permission status (e.g., items for honor students); Batch Edit tool needed
-ARES-related reports (Reserves app for FOLIO?)
Action Items
-Andrea, Maura, and Sharon to bring up need for Batch Edit tool at Product Council meeting 12/6/18
-follow up with courseware interface providers at each institution to understand standards required for data sharing
-(DONE) Sharon to add Reporting Functionality items above to "reporting functionality" worksheet on Reporting SIG Master Spreadsheet (list of all FOLIO reporting requirements)