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PriorityTitleFunctional AreaShort DescriptionReporting SIG Master Spreadsheet IDWho will lead developmentStatusReview Date
1Collections UseResource AccessCollections use - physical (internal): Charges and Renewals by collection type (regular, reserve, laptops, other equipment) patron group and Library. 



Kevin Walker

-model almost done (Nassib)

-loading test data (Nassib)

2Services UsageResource AccessServices usage (service point transactions by service point, time, day, date and transaction type); See David Bottorff at Chicago for more infoID405Angela Zoss

-ready for data model

-check in and check outs not the only transactions

-adding checkout from hold and checkout from reserve

-need to compare staff and unstaffed service points

-cannot find data elements for date of renewal


ID 417 to 422 (419 and 421 have one P1); Other entries concerning eUsage are 005 (1 P1), 007 (1 P1), 008, 466, 495 and 726Sharon Beltaine, Claudius

need to focus purpose of this report

-bringing in expenditures is important 

Expenditures - IMPORTANT, but data not available yetResource ManagementOne model to cover several reports on expendituresID274, 261, 259 and other

Sharon and Scott?

-Sharon will ask Dennis Bridges to attend Reporting SIG meeting

data elements not in application yet

Shelf List Location

-count number of items by location

-show call number, title, author

-filter by LC Class

Collections ManagementID322 - REP189
Eric Pennington (prototype), Roman (query) 

-ready to model

Need to check with Charlotte Whitt on the In-App report UXPROD-892 and UXPROD-880

-check with Sara Colglazier on requirements in JIRA for REP189

-what should we do with repeatable fields; use query to collapse data into one item per row when instance ids could produce duplicates (e.g., multiple ISSN #s)

-use effective location

-normalized, sortable call number would be useful

-Eric to check with Simona and Anne from TAMU

-MM still working normalized call numbers, but there is a field now called Shelving Order


External Statistics

without Expenditures

-include Digital Stocks, Journals, and Newspapers

ID243-ID261Kevin Walker, Sharon Beltaine

-Sharon, Scott, Linda, Ingolf, Veit, and Heather to define proposal; meeting scheduled for 5/14/19

-Ingolf: electronic more important (P1)

External Statistics

with Expenditures

-include Digital Stocks, Journals, and Newspapers

ID243-ID261Kevin Walker, Sharon Beltaine

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 ID407Kevin Walker-ready for data model
4Missing Items Metadata Management
ID464, REP-152Vandana Shah

RA-Collections Use Cluster

-make sure related reports in the cluster are covered by the query

-UXPROD 1915 is cluster

Cheryl Malmborg

RA-Missing Items Cluster

-review UXPROD 190 to make sure all data elements are includedVandana Shah


Sharon Beltaine

RA-Fine/Fees Cluster

Cheryl Malmborg

RA- Delivery Services Cluster