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Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Reporting SIG Goals 2021All 

Let's review the Reporting SIG's Goals for 2021. Any updates?


Test Data UpdatesAll

FOLIO Reporting development teams and Reporting SIG members are encouraged to use this new page to provide updates on test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.


Updates and Query Demonstrations 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. Reporting Development Team leads are encouraged to enter a summary of their work group activities below.


Call Number SORT key - Shelfing Order Field


FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Working on the shelf and pick list reports
  • Work continues on the duplicate orders report
  • Updated derived tables to include missing elements and elements that needed to be boolean rather than string such as discoverySuppress.
  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.


ERM Working Group


Reporting Documentation Group

    • small group addressing Product Council request to provide FOLIO documentation
    • first meeting scheduled for Friday January 15 at 10am ET

MARC Data Use Cases Group

    • small group documenting MARC data use cases for LDP development of MARC data functionality
    • see wiki: MARC Data Use Cases
    • first meeting scheduled for Friday January 15 at 8am ET



RM Working Group


External Statistics Working Group

  • ACRL moving forward
  • new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
  • New organizational structure for External Statistics reports
    • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
    • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
    • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
    • each reporting development team will take responsibility for the queries in their area for the external statistics clusters


Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 


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