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Date

Attendees


Preset?

Name

Organization

Present?

Name

Organization


Sharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of Chicago
Tod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago


Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Anne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler

OLE

Joanne LearyCornell University
Uschi KluteGBV

Michael PatrickThe University of Alabama
Holly MistlebauerCornell University

Nassib NassarIndex Data
Angela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges

Linda MillerCornell University



Filip Jakobsen (guest)Samhaeng









Discussion Items


Item

Who

Notes

Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker:

Last week's notetaker:

In App ReportingHolly/Filip Jakobsen

Filip joins this week's Reporting SIG meeting to provide an overview of his vision for in-app reporting in FOLIO

  • distinction between in-app reports and LDP datawarehouse reports: real-time data vs day-old data
  • review JIRA tickets for in-

(Filip not online, Emma and Holly with do their parts now)

In-App vs. Data Warehouse Reports - Holly Mistlebauer.

The distinction documented here is under review and may well change with Filip's input.
  • app reports
  • details on the interface to pull data out of different applications
  • 2 basic types of in-app reports: Excel exports and other more detailed reports
  • discuss possible candidate for a pilot area to implement in-app reporting functionality; discuss timing, scope, etc.; best to look for an area where ad hoc reporting is needed (user management?)
  • A number of reports have been taken on as in-app, these have been what you might call "static reports", like patrons that owe over N amount of fines, which everyone will want.
  • Have also been talking about exports to CSV, which are similar data to static reports but can be sent to a spreadsheet
.
  • First person to implement an in-app report is Emma Boettcher, who is doing this in loans for the RA SIG.
    • Trying to show what we're doing now, what Filip has in might is looking more to the future.
    • Looking for feedback from
    RPT to see if we're
    • Reporting SIG members: Are we going in the right direction
    .

    Questions/Discussion

  • How will this evolve? In other areas, have started with fixed behavior, then add options later.
    • What is the model for export to CSV
    • ?
    This looks different from user's open loans?This is different because it includes open and closed loans.


    Topics for Future Meetings

    		All

    Review and update Topics for Future Reporting SIG Meetings 

    Other Topics?AllAny other topics to discuss today?


    Action items

    •  Sharon will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
    •  Sharon to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG