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Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
FOLIO Product Council Vision and StrategyAll

Members of the Reporting SIG have been asked to provide feedback by Friday, November 20 on the Folio Product Council's “FOLIO Product Council Vision and Strategy”The paper was approved by the PC last week and we want to share it now in the community and ask for feedback.Strategy.”


 SIGs have been asked to review the presentation and paper, then add comments and feedback until Thursday, November 12, 2020.  
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The paper will be shared community wide. In case of questions, please approach the PC Exec Group (see below).


PC Exec Group (Slack: #folioexecpc )


FOLIO Proposed Governance ModelSharon

Members of the Reporting SIG have also been asked to provide feedback by Friday, November 20 on the FOLIO Proposed Governance Model

In addition to the Vision and Strategic Objectives document, the Product Council is also discussing a new governance model for FOLIO.

You can see the presentation made to PC on 11/5 here: https://docs.google.com/presentation/d/1HC8NzKlpLDs8Ov8IiCqr1sn8BK8wZGpyWINWWYUCZbk/edit?usp=drivesdk

You can provide feedback here: https://docs.google.com/document/d/1rB2H_nCmHJTIJD312AGwQFFLqswWOLabbsKpSy-_RHg/edit?usp=drivesdk


Updates from Various Reporting Related Groups and EffortsCommunity & Coordination, Reporting Subgroup Leads

Project updates

The Reporting SIG is using small working groups to address priorities and complete our work.  Each week, we will provide updates to the Reporting SIG from these various reporting-related groups and efforts. Please include updates on specific JIRA issues for prototype or query development workflow.


Community & Coordination: 

  • reviewing results of the reporting survey

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • updating derived tables 
  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.

ERM Working Group

  • reviewing ERM clusters and their current rankings
  • identify reporting use cases on linking agreements to inventory enties and bring them to App Interaction SIG → create subgroup to work on

RM Working Group

  • rewriting queries to point to new derived tables
  • working on po_line cost and po_line_locations
  • creating Invoice, Order, and Fund reporting clusters (queries)
  • for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group


Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 


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