- Sharon Beltaine
- Nancy Pelis
- Linda H Miller
- Axel Dörrer
- Martina Schildt
- Sara Colglazier
- Virginia Martin
- Charlotte Whitt
- Scott Perry
- Michael Arthur
- Dennis Bridges
- Julie McNeely
- Abigail Wickes
- Ann-Marie Breaux
- Scott Stangroom
- Alice Daugherty
- Heather Thoele
- Sarah Dennis
- Tracy L Patton
- Nancy Pelis
- Martina Tumulla
- Dwayne Swigert
- Martina Karlsson
- Julie Brannon
- Ann Crowley
- Lucinda Williams
- Tim Whisenant
- Eric Hartnett
- Aaron Neslin
- Mark Arnold
- Nicole Trujillo
- Björn Muschall
- Lindsey Taggart
- Lloyd Chittenden
- Paul Trumble
- Janet Ewing
- Patricia Mailler
Discussion: Nancy Bolduc, Axel Dorrer, and Linda Miller from the RM Reports subgroup of the Reporting SIG have been working on three Resource Management report prototypes (title, item, and subscription counts) that will be used as the basis of many reports involving counts of library materials. They would like the RM SIG to review and provide feedback on these prototypes to make sure they are on track. Please note that a report "cluster" is a group of reports that are similar enough in data elements to be covered by one query. Before we develop a query, we create a prototype to document the data elements and the way they will be used in the query.
Resource Management Reporting Count Cluster Prototypes:
Title Count Cluster prototype: https://wiki.folio.org/display/RPT/RM-Title+Count+Cluster
Item Count Cluster prototype: https://wiki.folio.org/display/RPT/RM-Item+Count+Cluster
Subscription Count Cluster prototype: https://wiki.folio.org/display/RPT/RM-Subscription+Count+Cluster
The group also has a Parking Lot page Parking Lot https://wiki.folio.org/display/RPT/Parking+Lot where they keep track of gray areas that will need to be revisited.
Need a new convener for Small Group
Receiving discussion - review updates to Receiving App, review connections between Receiving App and Inventory, and Receiving for packages
Von Ann-Marie Breaux an alle: 02:40 PM
This fits well with our order formats, with physical resources including anything electronic that as a physical carrier (e.g. CR-ROM or USB) and electronic meaning anything that does not have a physical carroer.
From Charlotte Whitt to all: 02:43 PM
Yes, see UXPROD-1995: Item: Display of POL number, Order status and Order date in the Acquisition accordion And UXPROD-1925: Holdings: Display of POL number, Order status and Order date in the Acquisition accordion
Von Ann-Marie Breaux an alle: 02:44 PM
But the POL may be for a package, or for a monographic series, where you end up with multiple instances related to it
Von Ann-Marie Breaux an alle: 02:55 PM
Memberships could be considered packages of subscriptions
Von Scott Perry an alle: 02:55 PM
Von Ann-Marie Breaux an alle: 02:56 PM
Is the goal of this exercise to ensure that there are ways to get to the counts that a library may need, or to actually specify the queries that would be used to get those counts? I can see the first being achievable, but the second will vary so much by how a particular library structures its Orders, Inventory, and ERM.
Von Sharon Beltaine an alle: 02:57 PM
We need to capture the most likely scenarios so that the query templates we provide can accommodate the most libraries
From Charlotte Whit to all: 02:58 PM
Inventory do not have implemented the Container records yet. This work is planned for in UXPROD-492 Container record in Inventory is ’match’ Packages in Order
Von Axel Doerrer an alle: 03:03 PM
Sorry, have to go. Thank you!
Von mir an alle: 03:04 PM
Thank you Axel
Von Ann-Marie Breaux an alle: 03:06 PM
And keep in mind that FOLIO does not know from 9xx codes, so those would have to be translated into FOLIO fields like Statistical codes
Von Scott Perry an alle: 03:17 PM
What about tags?
Von Scott Perry an alle: 03:27 PM
Thank you, Heather!
Von mir an alle: 03:27 PM
Thanks a lot Heather :)
Von Axel Doerrer an alle: 03:40 PM
Sorry, just wanted to see if my folks were out already. Thank you again and see you. Bye.
Von Kristin Martin an alle: 03:41 PM
Hi Axel, thank you again for coming--it was an interesting discussion and I hope helpful to the Reporting SIG members.
From Charlotte Whitt to all: 03:48 PM
Just added the link to ABA Journal’s holdings record
Von Ann-Marie Breaux an alle: 03:47 PM
Would it help to open FOLIO and look at the current accordions in a holdings record?
Von Kristin Martin an alle: 03:47 PM
We can't even receive mail. Who knows where things are.
- Receiving of issues - libraries are asked to define: what do we need to see in inventory and what do we need to see in public display
- Charlotte will create some mock-ups to illustrate the exampes and visually support discussions