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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.

• Community & Coordination: 
  • status of JIRA tickets, review of process (Angela will share update in March 2 meeting)
  • GDPR compliance issues in process, too soon to say what the strategy will be, but plan is for compliance by mvp
  • discussed strategy for getting ERM into the LDP (focus on high-priority reports)
  • notetaking strategy - have team and topic leaders guide notetaking to ensure accuracy preparing for the deployment of LDP table name changes; more on this at next week's Reporting SIG meeting
  • discussed doing a spring cleaning on the Reporting SIG wiki; Sharon to take a first crack at this
• RA/UM Working Group: Everyone has made progress with the prototypes and queries listed in last week's notes. Next week, we hope to have a few completed prototypes and queries.

• MM Working Group:
  • Five prototypes currently underway. 
  • 3-4 of the current JIRA tickets could use further refinement
  • 2-3 of the current JIRA tickets may warrant being broken out into 2 or more tickets, based on a variety of approaches that might be taken to pull the desired data.
  • Will touch base with Laura Wright (MM SIG) to get updates on status of current prototypes and to discuss ticket refinement.

•  Clint Bellangeris almost done with his circulation query (UXPROD-1915), and will do a pull request early this week. Cheryl Malmborg is aiming to complete the fees/fines cluster (UXPROD-2023) early in the week of the 16th, Elena OMalley reviewed the Claimed Returned Cluster prototype (UXPROD-2020), for which Vandana Shah  is developing the query, and will do a pull request for it by the middle of this week. Natalya Pikulik has started developing the Serials Use Cluster prototype (UXPROD-2031).
• MM Working Group:

• RM/ERM Working Group:
  • Linda and Nancy working on prototype (3/17) and query (3/24) for REP-61 as a model for the group will split into RM and ERM working groups starting this week, Scott and Sharon to coordinate both groups initially
  • 4 new RM report clusters: invoice, collection development, rollover, donor
  • UXPROD-2254 RM-Count Cluster
    • Met with Laura Wright from the MM group to have a better understanding of the Inventory Storage data

      Discussed E-books and E-journals and how to report on them in Folio

    • Working on dividing the cluster into sub-categories

    • Prototype in progress and making good progress.

    Scott and Sharon working on  is based on REP-61 and prototype (3/1017) and query are in progress (3/24) for Invoice Expenditures as costs model for the 
  • UXPROD-2255 RM-Costs Cluster
  • Owen, Matt, Axel, and Martina to work on ERM prototypes and queries
  • Sarah Park to join this subgroup after she finishes up work on her RA project

• Note on Inventory documentation: Angela has set up FOLIO Data Model Documentation to capture useful resources for learning about the data model in different apps. Inventory has some information there.

• •  prototype (LDPQURY-18) is almost done (3/10), query (LDP?) will be started this week (3/24)
  • ERM highest priority reports are Access Statistics and Cost Per Use