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Talis Aspire Ideas Portal
Status Reviewed - on hold
Categories Reports
Created by Suzanne Bailey
Created on Nov 15, 2023

Reporting integration with library management systems

As a library staff member, I want to be able to run reports that utilise the Talis Aspire integration with WMS and Reading lists so that I can:

  1. Use "inclusion on a reading list" as criteria for generating reports to inform deselection projects (or be able to output the data in a report)

  2. Identify resources be moved/removed from a course reserve shelf location at each campus library.

WMS only knows which titles are on reading lists in the user interface, but this cannot be reported on. Talis Aspire knows which titles are recommended readings, but does not know which campus they are at or the call number.

We are currently merging reports from different sources (WMS, Talis, Student system) in Excel and Tableau. It would be useful if the integration could be expanding to reporting functionality. This has been logged as an enhancement with OCLC too.

  • Attach files
  • Suzanne Bailey
    Nov 22, 2023

    Thanks Scott, sounds good. To clarify this request in relation to deselection needs, we would like to be able to see the all the time periods that an item was on a reading list, not just the current list / active time period. There is a tenancy setting which can restrict the existing discovery/WMS integration to only display lists from the active time period (we have this switched on). This is the ideal configuration for discovery, but for a reporting integration we would want to see the most data for the most recent x years.

  • Admin
    Scott Gibbens
    Nov 16, 2023

    Thank you for your timely suggestion. We had a meeting with OCLC earlier this week and I raised this issue with them. We have agreed to discuss it further later in 2024 after we have released some course reserves functionality that is planned.