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-focus on P1 reports first

-have Reporting SIG find high priority reports

-bring in expenditures on ALL collections related reports

Definition of DONE

-query written and posted 

-capture testing on Cluster JIRA issue or REP issue if REP not part of a cluster

-track testing on REP keep REP issue open in JIRA until all testing is done (final stage is user acceptance testing)

Metadata Management - Inventory Data Elements for MVP Data Model

lnventory Data Elements from Christie Thomas

TitleFunctional AreaShort DescriptionReporting SIG Master Spreadsheet IDWho will lead developmentEstimated Completion DateStatus
Circ Item DetailResource AccessCollections use - physical (internal): Charges and Renewals by collection type (regular, reserve, laptops, other equipment) patron group and Library. 


REP-103 - Getting issue details... STATUS

Kevin WalkerDONE

-Angela has finished testing query


-RPWG members encouraged to test against shared LDPQDEV

-to be presented in Reporting SIG 11/18

-looking for testers

-need to test against the LDPQDEV instance. This instance is based on ldp snapshot, but has supplemented test data.

-want to test against an LDP with live data

-code for the query is in github, needs to be tested in your particular reporting application. Become a user acceptance tester !

-Cheryl will test this against her own data

-Vandana will test

-Doreen will test

-we should have a good documentation by the end of the tests

-Vandana tested on LDPQDEV with DBeaver and it worked, fetching 3 rows

-make sure you are including patron group id at checkout; a field inside the loan

-updated to include title at instance level in addition to holdings level shelfing title

Services UsageResource AccessServices usage (service point transactions by service point, time, day, date and transaction type); See David Bottorff at Chicago for more info



Angela Zoss11/18/19

-Angela has finished testing query


-RPWG members encouraged to test against shared LDPQDEV

-to be presented in Reporting SIG 11/18

-looking for testers

-Vandana tested on LDPQDEV with DBeaver and it worked, fetching 7 rows

-included logic that if system return date is Null use the return date

-query done, working on issue with DBeaver

Shelf List Location, Pick List

-count number of items by location

-show call number, title, author

-filter by LC Class

Collections ManagementID322 - REP189UXPROD-882Eric Pennington (prototype), Eric and Christie Thomas (query)

-has arrays in JSON data, Eric working through

-add count of loans; make sure checkout date is not null

- Will rebrand as "pick list" and use this to meet MM pick list needs, make note that shelf list is also supported

-Eric met with Angela to go over prototype and prepare for query development

-Eric updated query reflect updates in the LDP

-Eric checked in first draft

-query has been merged and is under review; it does not run on RedShift

-now does run on RedShift, but requires some transformations

ACRL Report, includes IPEDs


-Title Count: Michael Patrick

-Circulation: Cheryl Malmborg and Clint Bellanger

-Volume Count: Michael Patrick

-Expenditures: Scott Perry and Nancy Bolduc

Kevin Walker, Michael Patrick-

-working on approach for various flavors of this report; large report with multiple subqueries

-could use help with subqueries

-parts of prototype divided up for different groups to work on 

-Michael working on titles and volumes

-Cheryl and Angela will have some help with Collections Use Cluster

-Kevin and Michael report that Title and Volume queries are done and have been posted to GitHub and are under review

-Nancy needs to add locations to the Expenditures prototype and then can begin work on the query

-Circulation to be blended with Coll Use Cluster development by Clint

-Title and Volume Count to be reviewed

-Expenditures prototype development in progress

Loan Counts by Physical Format including renewals

-material type parameter

-an audio book with 5 CDs is counted as one loan

-institution determines what formats to include

-flexible on showing formats

Resource Access
ID406 and ID407Vandana

-prototype done (Kevin)

-Vandana to work on query development. Vandana is still working on it.

-Vandana updated prototype and is working on query

-Note: this is connected to Collections Use cluster, too, so work should converge with cluster

RA-Collections Use Cluster

UXPROD-1915 - Getting issue details... STATUS

Cheryl Malmborg, Clint Bellanger
  • Cheryl Malmborg to create prototype
  • make sure related reports in the cluster are covered by the query
  • need renewal date attribute developed
  • Cheryl to update prototype to include loan type attribute
  • Cheryl to break up cluster to create additional clusters as needed working with Angela
  • will come from loan history table instead of loans
  • need to add loan type instead of material type
  • use code Cheryl and Angela develop for renewal dates, which can be used for renewal dates in other reports
  • Angela and Cheryl reviewed and Cheryl will update wiki documentation
  • Clint, Cheryl, and Angela met and Clint will work on the query
RA-Missing Items Cluster

UXPROD-2027 - Getting issue details... STATUS

Vandana Shah
  • prototype done
  • query in progress
  • Vandana moved query to GitHub
  • Angela will review
  • Almost done, ready to move to GitHub
  • updated to pull in latest loan
  • Angela working on getting this to work in RedShift
  • Vandana reviewing definition for missing item

Sarah Park

Sharon working on prototype after ERM prototype

Update: Sarah Park (Duke) will take a look

RA-Fine/Fees Cluster

Cheryl Malmborg

-Cheryl working on prototype

-waiting on some Fine/Fees app development

RA- Delivery Services Cluster

UXPROD-2021 - Getting issue details... STATUS

Sharon working on prototype after ERM prototype
MM - Metadata Management Cluster

-Vandana, Tod, and Christie to prioritize MM cluster reports

-Laura and Christie documenting MM SIG requirements this week and will mesh them with Report requirements

-Vandana, Laura, Christie, Tod working on this 

-clustering done, need MARC examples to represent types of filters and dependencies

-Vandana to follow up with Christie to set up JIRAs for MM Clusters

-group met and renamed the clusters; Vandana to update in JIRA

OCLC Holdings Synchronization


-Christie has base query to adapt for ldp analytics

-Christie almost done and waiting on effective location and effective call number development

-can merge Holdings Synchronization and Uncataloged Materials into a single report; perhaps this is now a cluster?

-see Metadata management cluster worksheet

Un-cataloged materials


-Christie has base query to adapt for ldp analytics

-part of Metadata Management cluster

-see notes above

ERM Reports


-documented by Ingolf

-Sharon to review with RM clustering and then start prototyping

-good to start prototyping, but not ready to get data via ERM API yet

-no ERM documentation, so use natural language

-Sharon, Ingolf, and Scott to meet today to review

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