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Name	Organization	Present?	Name	Organization
X	Sharon Beltaine	Cornell University		Sara Colglazier	Mount Holyoke College/Five Colleges
Elizabeth Berney	Duke University		Erin Nettifee	Duke University
Joyce Chapman	Duke University		Karen Newbery	Duke University
Elizabeth Edwards	University of Chicago			Tod Olson	University of Chicago
Claudius Herkt-Januschek	SUB Hamburg			Scott Perry	University of Chicago
Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
Anne L. Highsmith	Texas A&M		Simona Tabacaru	Texas A&M
Harry Kaplanian	EBSCO			Kevin Walker	The University of Alabama
Ingolf Kuss	hbz		Charlotte Whitt	Index Data
Lina Lakhia	SOAS		Michael Winkler	OLE
Joanne Leary	Cornell University		Uschi Klute	GBV
Michael Patrick	The University of Alabama			Holly Mistlebauer	Cornell University
X	Nassib Nassar	Index Data		Angela Zoss	Duke University
Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
Linda Miller	Cornell University			Philip Robinson	Cornell University
Filip Jakobsen (guest)	Samhaeng	X		Jackie Gottlieb

Discussion Items

Item	Who	Notes
Assign Notetaker, Take Attendance, Review agenda	Sharon	Today's notetaker: Last week's notetaker:

Tod Olson and Ingolf KussIn 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

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?


Update and Demos from the Report Prototype Working Group	Angela, Kevin, Tod,	The report prototype subgroup will give an update on progress and some demos with reporting tools: LDP Database schema (Angela) Schema Spy Circulation detail report query (Sharon) LDP Analytics GitHub repository (Angela) non-function creating version Accessing the test database (Kevin, Michael, Angela, Tod?, Sharon?) Web interface Client-side reporting tools test data
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings
Other Topics?	All	Any other topics to discuss today?

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