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Date

Attendees

...

Sharon Markus

Goals

Discussion items

...


Action items

Preset?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of ChicagoXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago


Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XAnne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Harry KaplanianEBSCOXKevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler

OLE
XJoanne LearyCornell University
Uschi KluteGBV
XMichael PatrickThe University of AlabamaXHolly MistlebauerCornell University
XNassib NassarIndex Data
Angela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXPhilip RobinsonCornell University
XFilip Jakobsen (guest)SamhaengXJackie Gottlieb







Discussion Items


Item

Who

Notes

Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker:

Last week's notetaker: Tod Olson and Ingolf Kuss

In App ReportingFilip Jakobsen, Holly Mistlebauer

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

  • introductions
  • Filip's vision for in app reporting
  • Reporting SIG members: questions, comments, discussion

NOTES

-form filler functionality discussed with ERM is similar to Filip's vision for in app reporting

-we have search and filter functionality in FOLIO today; could save templates as form

-many reports we are doing today could be delivered as in app reports

-logic of having a checkbox, search, and filter with csv download

-if we build search/filter/checkbox functionality into the applications (see UI prototype design below), we could deliver many in app reports

-add "associated records" to application window to allow user to select data elements from different apps




-(Tod) fits well with moving away from Stripes toward GraphQL

-(Nassib) workflow engine could orchestrate representation

-(Tod) if we make templates, need to make sure they could be called from an API and a workflow


Related issues we have discussed and we will discuss further at future meeting

  • distinction between in-app reports and LDP datawarehouse reports: real-time data vs day-old data
  • review JIRA tickets for in-app reports
  • details on the interface to pull data out of different applications
  • timeframe, project planning for in app report (features) development
  • 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
  • Looking for feedback from Reporting SIG members: Are we going in the right direction?




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
  •