2019-05-20 Reporting SIG Meeting notes

Sharon Beltaine

Cornell University

Sara Colglazier

Mount Holyoke College/Five Colleges

Elizabeth Berney

Duke University

Erin Nettifee

Duke University

Joyce Chapman

Duke University

Karen Newbery

Duke University

Elizabeth Edwards

University of Chicago

Tod Olson

University of Chicago

Claudius Herkt-Januschek

SUB Hamburg

Scott Perry

University of Chicago

Doreen Herold

Lehigh University

Stefan Stadtherr

MPIL Heidelberg

Anne L. Highsmith

Texas A&M

Simona Tabacaru

Texas A&M

Harry Kaplanian

EBSCO

Kevin Walker

The University of Alabama

Ingolf Kuss

hbz

Charlotte Whitt

Index Data

Lina Lakhia

SOAS

Michael Winkler

OLE

Joanne Leary

Cornell University

Uschi Klute

GBV

Michael Patrick

The University of Alabama

Vandana Shah

Cornell University

Nassib Nassar

Index Data

Angela Zoss

Duke University

Veit Köppen

University Magdeburg

Lisa DeCarolis

Smith College/Five Colleges

Linda Miller

Cornell University

Elena O'Malley

Emerson

Gavin

China

Holly Mistlebauer

Cornell University

Attendance

Sharon

Today's Attendance Taker: Anne Highsmith

Today's notetaker:  Kevin Walker 

Last week's notetaker: Kevin Walker

Updates on Reporting SIG Meeting Schedule

Sharon

Please note that we will hold a Reporting SIG meeting on Monday, June 17 from 9-10am EDT, coming to you "live from the FOLIO conference" in DC.

Due to the observance of Memorial Day on Monday, May 27 in the United States, the Reporting SIG and Report Prototype Working Group meetings are both cancelled.

Data Privacy for FOLIO Reporting

ALL

Joyce Chapman, Ingolf Kuss, and Vandana Shah will take on the task of assembling recommendations on Data Privacy for the LDP Data Warehouse as the members of the new Data Privacy Working Group. 

• Did Lisa DeCarolis find additional volunteers within the Five Colleges?

Notes:

• Meeting to take place on Tuesday at 10am EDT

Report Prioritization for Development in Data Warehouse

ALL

Note: In order to get more information on the state of development in Resource Management, Sharon has asked Dennis Bridges to attend one of our upcoming Reporting SIG meetings.

We will review the RPWG Project List for the Report Prototype Working Group with updates from those who are working on each of the current report prototypes in progress. Please provide feedback on the prioritization of these projects as a representative of your institution.

• Loan and Renewal Count - Kevin

  • Combines ID406 and ID407

  • Uses unique loan id, which is associated with a loan date

  • Renewal count falls under each Loan ID, but is not associated yet in FOLIO with specific dates (this is a problem)

  • We need to have dates in order to track circulating items

  • (Joanne) What happens if the item is deleted? Answer - LDP keeps historical information, so you will be able to report on it

  • Hierarchy of locations (institution/campus/library) has been included

  • (Joanne) loan type would tell you item is on reserve; reserve will probably show up as the effective location

    • Temporary location will be added to the prototype

  • (Linda) how do we include ILL and Borrow Direct data in this report?

    • ILL is typically delineated by either location or patron group

    • Patron group will be added to the prototype

  • Need to ask Nassib if all location elements should be

  • Sharon to set up meeting with Emma Boettcher, Andrea, Angela, Kevin, and Joanne to discuss need for renewal date data elements, which impacts several reports

• External Statistics - Ingolf, Linda, Scott, Veit, Sharon

  • Data divided across: digital vs. non-digital and serial vs. non-serial

  • Will begin with ACRL requirements and then shift to cover ARL and NCES reports

  • Should all survey elements be included in this prototype?

    • May want to separate sections (e.g., circulation, holdings, financial, etc.)

  • Questions remain, regarding access to MARC fields for report articulation (e.g., differentiating between serials/monographs)

• Services Usage - Angela 

  • Looks at the relative activity levels across different service points

  • Service point name vs. display name vs. code

    • Angela will add the service point code to the model

• Shelf List Location - Eric 

  • Discussion for this prototype will be saved for next meeting (June 3)

Additional Topics?

All 

No additional topics

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings