2018-10-01 Reporting SIG notes

Date

01 Oct 2018

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	Sharon Beltaine	Cornell University		Peter Murray	Index Data
	Elizabeth Berney	Duke University		Erin Nettifee	Duke University
	Joyce Chapman	Duke University	X	Karen Newbery	Duke University
	Elizabeth Edwards	University of Chicago		Tod Olson	University of Chicago
	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
X	Harry Kaplanian	EBSCO		Kevin Walker	The University of Alabama
	Ingolf Kuss	hbz		Charlotte Whitt	Index Data
	Lina Lakhia	SOAS	X	Michael Winkler	OLE
X	Joanne Leary	Cornell University		Uschi Klute	GBV
X	Michael Patrick	The University of Alabama	X	Holly Mistlebauer	Cornell University
X	Nassib Nassar	Index Data	X	Angela Zoss	Duke University
X	Veit Köppen	University Magdeburg

GUEST: Darcy Branchini, Developer

Discussion items

Item	Who	Notes
Assign Notetaker, Take Attendance, Review agenda	Sharon	Today's notetaker: Sharon Beltaine Last week's notetaker: Kevin Walker
Patron Notices and Print Slips app	Darcy Branchini	To provide context for a discussion on Patron Notices, Developer Darcy Branchini will provide a presentation/demo of the Patron Notices and Print Slips app for FOLIO -two areas of functionality for Patron Notices and Print Slips: templating (what the notice or slip will say) and the logic (what are the triggering events and conditions, policies, scheduling) -patron notices feature in the app have related policies; staff slips do not yet, although they may in the future -staff slips (hold slip and transit slip) are built out in Folio snapshot stable; patron notices are not yet built out -some institutions prefer to do Call Slips as reports -patron notice examples include: (Start from 13 minutes in...) -hold slip and transit slip built -loan policy may develop into a way to specify multiple policies, e.g., fees/fines -2 types: overdue types, lost policy; events vary by policy areas -the latest thinking is that we will develop a separate "notice" policy for all different kinds of notices -notice policy within a nested -RA would prefer to do notices inside the ILS
Patron Notices	Harry Kaplanian	Harry would like to discuss Patron Notices with the Reporting SIG. Here are some sample questions: How do you generate your batch form letters today? In app? Reporting tool? Mail merge type operation of both? Cornell: batch jobs are run automatically for notices for circulation; each notice has a customized input file for the notice TAMU: Chicago: patrons can specify how they want to receive their notices -Harry interested in what creates and formats the output (the template) -Darcy has thought about offering templates in GitHub as a possible solution -Duke: running OLAF; templates and settings on the server for the notices; print daemon (virtual machine) at each circ desk to process the xml files; you can only run notices just for that machine; templates compiled on the server and then are pushed out to each machine; each circ desk has set up the configuration file as they wish; they run the jobs to create the XML files on the server; data output and templates in XML that use Internet Explorer How often are they run? How are they automated? Does the reporting tool provide the scheduler? Is another tool used? If done via reporting, how often do these need to be changed? Nassib: If done in the reporting data warehouse, the data will be updated overnight How problematic is it to make these changes? What are the types of complaints you regularly receive from the circ desk relating to this?
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings
Other Topics?	All	Any other topics to discuss today?

Date

Attendees

Discussion items

Action items