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Date

Attendees

Present?NameOrganizationPresent?NameOrganization
xVince BareauEBSCO
Katalin Lovagne SzucsQulto
xSharon BeltaineCornell University
John McDonaldEBSCO
xElizabeth BerneyDuke UniversityxPeter MurrayIndex Data

Ginny BoyerDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke UniversityxKaren
Newbury
NewberyDuke University

Elizabeth EdwardsUniversity of ChicagoxTod OlsonUniversity of Chicago
xClaudius Herkt-
Januscheck
JanuschekSUB Hamburg
Scott PerryUniversity of Chicago
xDoreen HeroldLehigh University
Robert SassQulto

Anne L. HighsmithTexas A&MxSimona TabacuruTexas A&M

Filip JakobsenIndex DataxMark VekslerEBSCO

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS
Michael WinklerCornell University
xJoanne LearyCornell UniversityxChristine WiseSOAS
x

Goals

...

Michael Patrick




Goals

  • communication and projects on the Reporting SIGreview Reporting Requirements
  • Reporting Tools currently used
  • Resource/Format working group needs rep(s) from Reporting SIG
  • plan future topics

Discussion items

Sharon Requirements:
  • why is it important to document use cases for reporting requirements?
    • how to add reporting use cases to the Reporting for reporting functionalityReview of Current Reporting Tools used by Reporting SIG participants
    TimeItemWhoNotes

    Assign notetaker,

    take attendance,

    review agenda

    		Sharon

    Previous Notetaker: Ingolf Kuss

    Today's Notetaker: Doreen Herold


    		WelcomeMark, Karen, Elizabeth

    Welcome new members:

    • Mark Veksler, EBSCO
    • Karen NewburyNewbery, Duke University
    • Elizabeth Berney, Duke University
      CommunicationCommunication and Projects Sharon

    Communication on the Folio project:

    		Reporting RequirementsCurrent Reporting ToolsAll
      • functionality (what you'd like but do not actually have yet)

    		Resource/Format Working GroupCharlotte

    Resource/Format Working Group (note from Charlotte Whitt)

    • MM-SIG and RA-SIG have just started a joint working group discussing the metadata elements: Resource Types, Format, and Material type
    • this working group needs 1 or 2 representatives from the Reporting SIG to participate
    • link to the wiki page for the working group: https://wikifolio-org.folioatlassian.orgnet/wiki/pages/viewpage.action?pageId=78333224653994
    • If you have questions feel free to write back to Charlotte Whitt or Lynn Whittenberger (convener of the MM-SIG).
    • what reps from the Reporting SIG can participate in this working group?
      • Please send Sharon an email if you are interested in participating

    		Current Reporting ToolsAllReview of Current Reporting Tools used by Reporting SIG participants

    		Data Lake POCHarry, Mark

    EBSCO is preparing to set up a test data lake instance in Folio as a POC (Proof of Concept) and has asked to have someone from the Reporting SIG build a test report in an area likely to have some data (e.g., Patrons, Circ, Inventory). A small working group is forming to assist with this project.

    • 3 week project to develop POC
    • learn about technical complexities re: building a data lake and exposing the data in the lake to an external report writing tool
    • data from FOLIO, dumped in lake, and work to write a report utilitizing that data to determine capabilities
    • use the tool (determine which tool), develop simple report (which report to build) within 3 week time period
    • need a contact from Reporting SIG
    • Sharon is looking for a small work group (who will write report, determine best tool, what data to use for POC (e.g. circ data? Anne Highsmith has already been doing some work we can piggyback on), identify migration issues)
    • Important questions to answer:
      • What's the best data to use?
      • What's the best tool?
    • Focus should be on the ability to fill the data lake and make it accessible to generate a successful report
    • Data lake will receive data in different formats; we want to have a system that is flexible for a variety of tools to extract data and create reports
      • Please send Sharon an email if you are interested in participating in defining the report
      • Staff at EBSCO will work with this group to determine the details needed for the final outcome

    		Next Meeting Agenda

    Future Meeting Topics:

    • More on the Data Lake POC project
    • Data Warehouse/Lake Design (Christina Raus)
    • Data Lake architecture overview
    • Consortial Reporting Needs identified by the Consortia SIG
    • Data Migration subgroup activities
    • Reporting Deliverables in the FOLIO Feature Backlog (formerly: V1 Dev & Milestone plan 2)
    • Data Dictionary
    • More topics?

    ...