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2018-09-17 Reporting SIG notes

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Date

Attendees

Present?NameOrganizationPresent?NameOrganization
XSharon BeltaineCornell University
Peter MurrayIndex Data

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of Chicago
Tod OlsonUniversity of Chicago
XClaudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago
XDoreen HeroldLehigh University
Robert SassQulto
XAnne L. HighsmithTexas A&MXSimona TabacaruTexas A&M

Vince BareauEBSCO
Mark VekslerEBSCO
XHarry KaplanianEBSCOXKevin WalkerThe University of Alabama
XIngolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOASX

Michael Winkler

OLE
XJoanne LearyCornell University
Uschi KluteGBV

Michael PatrickThe University of AlabamaXHolly MistlebauerCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

 XVeit KöppenUniversity Magdeburg




Discussion items

ItemWhoNotes
Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker: Kevin Walker

Last week's notetaker: Ingolf


Reporting PrototypingJoanne, NassibUpdate on report prototype work to build a data model for the data warehouse environment
Data Warehouse Reports in JIRAHolly

*Note: wishlist tab removed

Holly Mistlebauer will walk us through the upload of our data warehouse report information into the FOLIO JIRA system and the group will discuss JIRA workflow.

Reports from the Reporting SIG Master Spreadsheet (tabs 2-8) have been loaded into the FOLIO Reporting JIRA project as issues.

What you need to know...

  • The "Report" column from the Reporting SIG Master Spreadsheet is the "Summary" field in JIRA.  Some "Report" cells were too lengthy–see REP-110 as example.
  • If you update the "Report" column in the spreadsheet or the "Summary" field in JIRA, remember to update the other–this is the only place where redundant data exists.
  • The "FOLIO JIRA Link(s)" column in the spreadsheet links to the JIRA issue–Holly has updated the import and export tab.  Need help updating other tabs–mapping of report ID to JIRA issue is attached.
  • Do not change the report ID number.
  • Consortia reports have not yet been added–will be this week.
  • Filters are available for you to view the reporting issues.
  • Please follow these instructions for adding a new report.

*** The links below are for Holly's use during the meeting–you will not have access except for the very last link (Working with workflows) ***

Notifications when issues added, modified, commented on, etc.

Let's talk about the workflow (Issues can follow processes that mirror your team's practices. A workflow defines the sequence of steps that an issue will follow, e.g. "In Progress", "Resolved".)

Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings

Other Topics?AllAny other topics to discuss today?

Action items

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