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Who

Notes

Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Test Data Updates (Reminder)All

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share 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.


Report Ranking (Reminder)


Sharon

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

  • Action =>> Please review Reporting SIG-All Report Clusters (56 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
  • For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.


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

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries.  Each week, these groups will share reports/queries with the Reporting SIG.  Reporting development team leads are encouraged to enter a summary of their work group activities below.


Reporting SIG Documentation Subgroup

    • ?FOLIO Documentation Working Group had check-in last week; goal is for v1 of all documentation (for Honeysuckle) to be ready by first week of July
    • Reporting SIG Documentation Subgroup will be helping to build the documentation content (much will be linking to existing documentation over on GitHub)
    • see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki


FOLIO Reporting development


RA/UM Working Group


MM Working Group

  • New Derived table po_prods_ids which has the POL number, product identifiers, and product identifier type.
  • Derived table po_instances was updated to include created by and workflow status.
  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.


ERM Working Group

RM Working Group

  • No meeting this week
  • New Vendor and Voucher Report Clusters added
  • report development planned for FOLIO-Analytics Release 1.1
    • ACRL expenditures, title count, volume count, e-resources count
    • subscriptions query
    • fund query
    • claims query
  • for latest updates, see RM Prototype and Query Development Status


External Statistics Working Group

  • ACRL query set to be targeted for FOLIO-Analytics 1.1 release
  • 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

Next meeting: Would one or two members be able to share their institution's Reporting Rollout Plan?

Review and update Topics for Future Reporting SIG Meetings 


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