2018-11-12 Reporting SIG notes

Date

12 Nov 2018

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	Sharon Beltaine	Cornell University		Peter Murray	Index Data
	Elizabeth Berney	Duke University		Erin Nettifee	Duke University
	Joyce Chapman	Duke University		Karen Newbery	Duke University
	Elizabeth Edwards	University of Chicago	X	Tod Olson	University of Chicago
X	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
X	Doreen Herold	Lehigh University		Robert Sass	Qulto
	Anne L. Highsmith	Texas A&M		Simona Tabacaru	Texas A&M
	Vince Bareau	EBSCO		Mark Veksler	EBSCO
	Harry Kaplanian	EBSCO	X	Kevin Walker	The University of Alabama
X	Ingolf Kuss	hbz		Charlotte Whitt	Index Data
	Lina Lakhia	SOAS	X	Michael Winkler	OLE
X	Joanne Leary	Cornell University		Uschi Klute	GBV
X	Michael Patrick	The University of Alabama	X	Holly Mistlebauer	Cornell University
	Nassib Nassar	Index Data	X	Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Anna Knyazeva	New attendee

Discussion items

Item	Who	Notes
Assign Notetaker, Take Attendance, Review agenda	Sharon	Today's notetaker: Tod Olson Last week's notetaker: Sharon Beltaine
Report Prototype Subgroup	Sharon, Nassib, Kevin, Tod, Angela	Update from group on experiences with connecting to the FOLIO reporting database to test out building the loan report from BIRT, Tableau, Aqua Data Studio, R, Access, and possibly other applications (Excel). Last meeting was Wed Nov 7 from 3-4pm EST. Next meetings scheduled for Mon Nov 12 and Mon Nov 19. Nassib is still setting up access, we hope to get access and connections today.
Real-Time Data Reports	All	Reporting SIG members were asked at last week's meeting to identify reports that require real-time data which have not been identified as in-app, and bring those forward. We will review and discuss these reports. reports are highlighted in yellow on the Reporting SIG Master Spreadsheet themes: batch jobs, Ares reports, need to evaluate Consortia reports more work required on data warehouse infrastructure to provide reports with real time data streaming will not be ready until January 2019; "state changes" provided by streaming data would need to be added to the data model for now, Reporting SIG will review the reports that are not defined as in app reports and do require real time data with these questions in mind: does the report truly require real time data? can the report be provided as an in app report (requires talking with functional SIGs)? is the report functionality already being covered via other functionality (e.g., error reports from batch jobs)? Holly is in communication with the POs about in-app reports, we should make sure we bring her into the loop on any of these. If there is a question about whether a report is in-app, just make the JIRA ticket anyhow. If it is in-app, Holly can move it. U. Alabama working on an Assessment module with some canned reports. See recording of Nov 1 FOLIO Forum at time signature 47:12. We don't have a clear idea of what reporting is planned for import/export. Sharon Beltaine will reach out to Ann-Marie Breaux (Deactivated). Expect cross-app real-time needs, especially where User Management and Resource Access interact.
Prioritizing Your Institution's Reports	Sharon Beltaine	In order to determine the order in which we will prototype our reports for the development of data models for the data warehouse, we need to prioritize them within each functional area (e.g., RM, RA, etc.). Please see the Prioritizing Reports page in the wiki for detailed instructions. review status of progress, discuss any issues and how to address them Monday November 12, 2018 is our target completion date Most have institutions have made significant progress, but not quite complete.
Assigning Yourself to JIRA Reports	Holly Mistlebauer	Holly walked us through the process of assigning ourselves to our reports in the FOLIO JIRA System. Instructions are provided on this wiki page, which will also contain other JIRA info: Working on a JIRA Issue review status of progress, discuss any issues and how to address them Monday November 12, 2018 is our target completion date We expect the SIG members will create and share some of these reports. Will need to address the mechanisms for sharing the reports.
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings
Other Topics?	All	Any other topics to discuss today?

Action items

Sharon Beltaine: reach out to Ann-Marie Breaux (Deactivated), invite to conversation about reporting around batch import/export.
Holly Mistlebauer: reach out to Resource Access SIG to verify which reports may be in-app.
Holly Mistlebauer: confirm that in-app reports can pull cross-app data.
Sharon Beltaine: research question of real-time data needed for Ares reports