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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Chris,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Speaking as a former member of the UAC Reports subteam, we found that the most (only?) useful report for former AT users was the print-screen report. Given that,
and in addition to feedback from staff here, it sounds to me like the biggest help of all for reporting would be the following:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-size:11.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Staff could specify what columns they would like to display in a the search result screen (and multiple dates could display as a list in a single column,
whereas description from the notes table couldn’t display, just like they didn’t in the AT)<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-size:11.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Staff could take any search result that they produced, like this one,
<a href="http://sandbox.archivesspace.org/advanced_search?advanced=true&dop1=greater_than&dop2=lesser_than&f0=keyword&f1=create_time&f2=create_time&f3=suppressed&filter_term%5B%5D=%7B%22primary_type%22%3A%22accession%22%7D&op1=AND&op2=AND&op3=AND&t0=text&t1=date&t2=date&t3=boolean&v0=pape%2A&v1=2015-06-30&v2=2016-07-01&v3=false">
http://sandbox.archivesspace.org/advanced_search?advanced=true&dop1=greater_than&dop2=lesser_than&f0=keyword&f1=create_time&f2=create_time&f3=suppressed&filter_term%5B%5D=%7B%22primary_type%22%3A%22accession%22%7D&op1=AND&op2=AND&op3=AND&t0=text&t1=date&t2=date&t3=boolean&v0=pape%2A&v1=2015-06-30&v2=2016-07-01&v3=false</a>,
and then export those results as a CSV file. And let’s pretend, in this case, that the user has also added columns for the Identifier and the Accession Date. Also, every page of results would need to be exported. In this example, there are just 3 results,
but even if there were 3,333 results, then all of those results should be exported into a single CSV file.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">From my understanding, that’s the biggest user request: as a staff user, I want to select what fields display for my search results (title isn’t enough), perform
an advanced search, and then export my results.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Right now, for our statistical reports, we just run these “reports” to get our data out with a read-only MySQL user with a few SQL scripts, like this one:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">select value as 'Accession type'<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">, COUNT(*) as 'Total accessions measured in linear feet'<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">, ROUND(SUM(extent.number), 2) as 'Linear feet'<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">from accession<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">left join extent on accession.id = extent.accession_id<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">left join enumeration_value on acquisition_type_id = enumeration_value.id
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">where
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">(extent_type_id IN (select id<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">from enumeration_value<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">where LOWER(value) like '%linear%'))<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">and repo_id = 11 #hardcoded value for now<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">and accession.accession_date >= '20151001' #change dates as needed<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">and accession.accession_date <= '20151231'<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">group by acquisition_type_id;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">P.S. All that said, I really like Jasper, actually! But until it’s easy to pass in different parameters in the staff interface when running a report (date ranges,
search terms, etc.), I don’t think it’ll be as useful to most ASpace users as being able to export all of their search results in some fashion.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> archivesspace_users_group-bounces@lyralists.lyrasis.org [mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org]
<b>On Behalf Of </b>Chris Fitzpatrick<br>
<b>Sent:</b> Thursday, January 21, 2016 7:51 AM<br>
<b>To:</b> Archivesspace Users Group<br>
<b>Subject:</b> Re: [Archivesspace_Users_Group] Reporting update request<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">I can help in regards to getting data out via the API. What are some things you're wanting to get out?
<o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">b,chris.
<o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black">Chris Fitzpatrick | Developer, ArchivesSpace<br>
Skype: chrisfitzpat | Phone: 918.236.6048<br>
<a href="http://archivesspace.org/">http://archivesspace.org/</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<a href="mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org">archivesspace_users_group-bounces@lyralists.lyrasis.org</a> <<a href="mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org">archivesspace_users_group-bounces@lyralists.lyrasis.org</a>>
on behalf of Carll, Johanna <<a href="mailto:jcarll@radcliffe.harvard.edu">jcarll@radcliffe.harvard.edu</a>><br>
<b>Sent:</b> Wednesday, January 20, 2016 5:46 PM<br>
<b>To:</b> Archivesspace Users Group<br>
<b>Subject:</b> [Archivesspace_Users_Group] Reporting update request</span><span style="font-family:"Calibri",sans-serif;color:black">
<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">Hi all</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">As we begin the second half of the fiscal year and plan for how we will produce our end of year statistical reports, it would be useful to have an update on AS reports.
Specifically, is there a timeline for when we can expect a release that includes improved functionality of the existing reports (date limiting, improved csv exports, etc.)</span><span style="font-family:"Calibri",sans-serif;color:#333333;background:white">?
Also, have there been any further developments on the approach proposed in the below report from the Reports sub-group in the UAC minutes from November 5th?</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:#333333;background:white"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#333333;background:white">currently testing reports to assist features prioritization sub-team; team wants to approach reports in a different way–get data out to
use in own way; Brad Westbrook will talk to programmers about getting data out via API; sub-team feels that Jasper is not user friendly–stored reports are difficult to edit or customize unless you are a programmer and difficult to write canned reports that
can be used by multiple repositories</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">Thanks</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-family:"Calibri",sans-serif;color:black">Johanna</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
<p style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
<p style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Johanna Carll
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Archivist and Metadata Specialist</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Schlesinger Library</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Radcliffe Institute for Advanced Study</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Harvard University</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">10 Garden Street</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Cambridge, MA 02138</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">617-495-8524</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:jcarll@radcliffe.harvard.edu">jcarll@radcliffe.harvard.edu</a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<o:p></o:p></span></p>
<p style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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