REPORTS2: Statistics, Administration
This form covers Statistics and Administration Reports functionality for SCLS and library staff.
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Vendor *
Demonstrate the effect that transactional changes to a patron’s record has on circulation statistics to show if the statistics are affected by “data drift” *
Vendor should show something similar to this example: run a report of checkouts by the city the patron lives in. Change the city in the patron record for one or more of the patrons who had checked out items and run the same report again. Do the same checkout statistics stay with the patron’s original city or are they now assigned to the new city?
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Walk us through the steps required to set up database access for third party software *
Vendor should discuss how we can connect the database to third party software. For example, we currently use Tableau and have a number of Perl scripts that run queries against our current database.  
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Are you able to demonstrate how running resource intensive reports will affect all users using the system.  Is there a maximum report file size? 
*
Vendor should discuss how they deal with resource-intensive reports. For example, we have 900,000 bibliographic records, how would running a report that pulls bibliographic information affect the all users?  
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
How would you create a report that extracts the bibliographic records in a file, instead of downloading the report to Excel?   *
Vendor should show process for exporting bibliographic records into a file, with the parameters based on a written custom report. For example, a custom report finds all bibliographic records that have a MARC 655 tag with data in specific subfields of the 655 (e.g. “$aBoard books $2lcgft”). Then you export all of those bibliographic records as an actual file of MARC records (not as an Excel report).
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
We currently run financial reports to be able to distribute payments made through our online payments back to the correct library.  Our current system takes all payments made at a specific library, matches them to the charge information (overdue, lost, etc.), the checkout library, and the owning library so we can determine who should receive the money.  How would you re-create that report? *
Vendor should show how the software could create the specified report regarding e-commerce payments.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
How are the scripts or parameters of the reports that we create backed up in case a report is accidentally deleted? *
Vendor should show and/or describe how the software can back up the scripts and parameters for the custom reports. For example, in the current system, we can run a report to save all of the SQL code for our custom reports. Bonus: how is the report restored from the backup?
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
How far back will the statistical information be available for reports to use?   *
Vendor should describe how we can access statistical information from previous years and how far back the information can be kept in the system. For example, will database or table size limit how far back in time reports can go (e.g. will the statistics have to be purged at some point because the database or table is too large)?
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Are statistics stored in an anonymized format or are they always tied to a patron record? *
Vendor should discuss options for anonymizing data.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Overall, how satisfied are you with how Statistics were demonstrated? *
Least satisfied
Most satisfied
Overall, how satisfied are you with how Reports Administration was demonstrated? *
Least satisfied
Most satisfied
Please enter any additional comments on Statistics.
Please enter any additional comments on Reports Administration.
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