Reporting
We need an advanced search that will allow the user to select which area to search (institutions, resources, etc), then be allowed to build a search query/report with multiple criteria (perhaps add an option for each new criteria). The user should also have the ability to export the query results as a CSV.
We can discuss this more in person. Just want to make sure this is on everyone's radar.
Reports =========
Report: All Institutions IPs/OA
- institution ID (id)
- institution name (name)
- GALILEO EZproxy IP (ezproxy_db300_ip)
- Campus IPs (ip_numbers)
- OpenAthens Proxy IP (field does not currently exist in GALILEO Admin)
- OpenAthens Federation Entity ID (not currently in DOOR)
- OpenAthens Scope (in GALILEO admin as openathens_orgid)
- OpenAthens Organization ID (not currently in DOOR)
- Institution Groups(s) (consortia)
Description/Use Case: Report that contains an institution's name, campus IPs, and proxy IP to give to vendors of new resources. This would include **ALL **institutions, but would exclude special institutions (Jimmy Carter, Regents, etc), demo accounts, and test accounts.
Note: This report contains several fields that are not currently in GALILEO Admin. While this report is for ALL institutions, Ken would also like a similar report that is for a particular institution group (usg, tcsg, gpals, etc)
Report: Institutional IP/Vendors
- institution ID (id)
- institution name (name)
- GALILEO EZproxy IP (ezproxy_db300_ip)
- Campus IPs (ip_numbers)
- OpenAthens Proxy IP (field does not currently exist in GALILEO Admin)
- Resource Vendors (vendor_name)
Description/Use Case: This report is for when an institution has updated their IPs and GALILEO needs to update the IPs for all the vendors that they have receives with through GALILEO. Currently, I am using two reports to accomplish this:
Note: Using the GALILEO Database Reports, I have to copy into Excel and de-dup the vendor list and remove any public resources or DLG. I would like this report to not contain any DLG and public resource vendors and come already de-dupped.
Report: GLRI - Managing Locally Contact List
- Institution code (id)
- Institution name (name)
- glri_participant = locally
- glri contact name
- glri_contact_email
- glri_contact_phone
Description/Use Case: This report will give a list of contacts for all institutions who manage GLRI locally.
Report: GLRI - GALILEO Managing Contact List
- Institution code (id)
- Institution name (name)
- glri_participant = galileo
- glri contact name
- glri_contact_email
- glri_contact_phone
Description/Use Case: This report will give a list of contacts for all institutions where GALILEO manages GLRI for them.
Report: GLRI - All Contacts
- Institution code (id)
- Institution name (name)
- glri_participant = locally or glri_participant = galileo
- glri contact name
- glri_contact_email
- glri_contact_phone
Description/Use Case: This report will give a complete list of GLRI contacts
Report: GLRI - Not participating
- Institution code (id)
- Institution name (name)
- glri_participant = null
Description/Use Case: This report will give a complete list of GLRI contacts
Report: EDS Report
- Institution ID (id)
- Institution EBSCO Cust ID (eds_cust_id)
- Institution Groups
- Default EDS Profile (eds_default_profile)
- Scholar EDS Profile (eds_scholar_profile)
- Library EDS Profile (eds_library_profile)
- High School EDS Profile (eds_high_school_profile)
- Middle School EDS Profile (eds_teen_profile)
- Kids EDS Profile (eds_kids_profile)
- National History Day EDS Profile (nhd)
- Curriculum Builder Profile (eds_cbuilder)
Description/Use Case:
Report that contains an institution's name, campus IPs, and proxy IP to give to EBSCO when a bulk add, remove, or change needs to be done by their bunch project team. This would include **ALL **institutions, but would exclude special institutions (Jimmy Carter, Regents, etc).
Note: For Curriculum Builder Profile, I would like the report to display "cbuilder" if value is "Yes" and blank if value value is "No."