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Date

Attendees


Present?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University
XJean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago


Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XSarah ParkDuke UniversityXSimona TabacaruTexas A&M

Clint BellangerAuburn UniversityXKevin WalkerThe University of Alabama
XIngolf Kusshbz
Christie ThomasUniversity of Chicago
XJoshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago
XMichael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex Data
Angela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley

Emerson


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)XNancy BolducCornell University

Shirley MoentnishMissouri StateXEric PenningtonTexas A&M
XStefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz
XNatalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO
XAmelia SuttonU. Massachusetts
Heather LoehrHanover College

Mary MorganGrand Valley State UniversityXJennifer EustisU. Massachusetts Amherst / Five College

Aaron NeslinFive Colleges


...

Item

Who

Notes

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

The Members of the Reporting SIG have been asked to provide feedback by Friday, November 20 on the Folio Product Council worked on a paper 's “FOLIO Product Council Vision and Strategy”Strategy.

The paper was approved by the PC last week and we want to share it now in the community and ask for feedback.

”


 SIGs have been asked to review the presentation and paper, then add comments and feedback until Thursday, November 12, 2020.  

  •   

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

  • (mostly) finished updating derived tables 
  • working on Duplicate Orders query
  • 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 oneHoldings Team offers the temporary storage (per session) of needed eHoldings data. The model would provide loading ad hoc data via batch APIs into the LDP.  This data will be deleted after being used for assembling the needed reports (while a session). This functionality is thought to be implemented within the LDP.

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