Wishlist: an acquisitions data dashboard

Bug #1770289 reported by Jane Sandberg
24
This bug affects 5 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

A few folks -- both at the Evergreen conference and in my own library -- have talked about incorporating data dashboards into Evergreen. Here is a discussion of how data dashboards differ from reports: https://ux.stackexchange.com/questions/103146/what-is-the-difference-between-a-dashboard-and-a-report

Basically, a dashboard would be easy to access, very visual, and be limited to what might fit in one screen.

I mentioned the idea to some colleagues, and they told me some types of acquisitions-related information they might want to see at a glance:

* How spending in a particular fund for the current fiscal year (or shelving location or call number range) stacks up to average spending in that fund/location/range.
* % of fund spent
* % of line items that have been received, cancelled, still on-order, backordered -- by provider maybe?

But I'm sure others have lots of good ideas as well! :-)

Revision history for this message
Jane Sandberg (sandbergja) wrote :
tags: added: reports
Changed in evergreen:
assignee: nobody → Jane Sandberg (sandbej)
Revision history for this message
Jane Sandberg (sandbergja) wrote :

Here's a low-fidelity wireframe of something that might meet some of our needs (the mobile version). I'm interested to hear what comments y'all might have.

Revision history for this message
Jane Sandberg (sandbergja) wrote :

Here's a prototype of what an acquisitions dashboard might look like. I created this as an assignment for a UI/UX class. The desktop version is attached; mobile coming soon.

Revision history for this message
Jane Sandberg (sandbergja) wrote :

Here's the mobile version.

Changed in evergreen:
assignee: Jane Sandberg (sandbej) → nobody
Revision history for this message
Tiffany Little (tslittle) wrote :

Jane, this would definitely be something to think about for us. We've had a lot of interest lately from our libraries in dashboards and visualizing data. I'll have to think on if there are other things that might be desirable to pull out, but what you have looks really good as a starting place.

Changed in evergreen:
status: New → Confirmed
Revision history for this message
Jane Sandberg (sandbergja) wrote :

Here's a cool presentation about accessible charts (SVG in particular): https://www.youtube.com/watch?v=ayl2ue9vIFc. Might be helpful as we think about what sort of user experience we might want for a dashboard.

Revision history for this message
Jane Sandberg (sandbergja) wrote :

And for what it's worth, I had a chance to fiddle with this chart library for Angular, and it was really fun and easy to work with: https://github.com/swimlane/ngx-charts

tags: added: needsdiscussion
Revision history for this message
Tiffany Little (tslittle) wrote :

Jane et al,

I created a "dashboard" in Google Sheets for our libraries using a particular report that I created. So a library would run the report and paste the output into one tab of a spreadsheet, which would then populate the other tabs.

For reference, this is what my "dashboards" look like, and they've been well received so far.

https://drive.google.com/a/georgialibraries.org/file/d/1EpisQVKCREhQzb6xivYikds6xRw56PuK/view?usp=sharing
https://drive.google.com/a/georgialibraries.org/file/d/1PkBpix41Wq2L405SMEILYe5dLJ6l4jtC/view?usp=sharing
https://drive.google.com/a/georgialibraries.org/file/d/1jy4SWu1uPXFxiDyRvhlUDNN-iGdOt_fU/view?usp=sharing
https://drive.google.com/a/georgialibraries.org/file/d/1yi4JlJAm99df7TSUvyUShVCUays6DQww/view?usp=sharing

The person who requested this info from me was a library director, and she was interested in using Acq data to get info about her spending and how what she had purchased had subsequently circulated. So tying Acq into the larger picture was really helpful for her, and something that I'd be interested in adding to a potential dashboard(s).

Revision history for this message
Tiffany Little (tslittle) wrote :

And yeah....obviously imperfect. Please ignore the Dewey Hundreds report numbers--clearly something is off there! :)

Revision history for this message
Jane Sandberg (sandbergja) wrote :

Oh, how cool! And I love the idea of tying acq into the larger picture.

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