Date
Attendees
Preset? | Name | Organization | Present? | Name | Organization |
|---|---|---|---|---|---|
| Sharon Beltaine | Cornell University | Sara Colglazier | Mount Holyoke College/Five Colleges | ||
| Elizabeth Berney | Duke University | Erin Nettifee | Duke University | ||
| Joyce Chapman | Duke University | Karen Newbery | Duke University | ||
| Elizabeth Edwards | University of Chicago | Tod Olson | University of Chicago | ||
| Claudius Herkt-Januschek | SUB Hamburg | Scott Perry | University of Chicago | ||
| Doreen Herold | Lehigh University | Stefan Stadtherr | MPIL Heidelberg | ||
| Anne L. Highsmith | Texas A&M | Simona Tabacaru | Texas A&M | ||
| Harry Kaplanian | EBSCO | Kevin Walker | The University of Alabama | ||
| Ingolf Kuss | hbz | Charlotte Whitt | Index Data | ||
| Lina Lakhia | SOAS | Michael Winkler | OLE | ||
| Joanne Leary | Cornell University | Uschi Klute | GBV | ||
| Michael Patrick | The University of Alabama | Vandana Shah | Cornell University | ||
| Nassib Nassar | Index Data | Angela Zoss | Duke University | ||
| Veit Köppen | University Magdeburg | Lisa DeCarolis | Smith College/Five Colleges | ||
| Linda Miller | Cornell University | Elena OMalley | Emerson | ||
| Gavin | China | Holly Mistlebauer | Cornell University | ||
Discussion Items
| Item | Who | Notes |
|---|---|---|
| Attendance | Sharon | Today's Attendance Taker: Scott Perry Today's notetaker: Angela Zoss Last week's notetaker: Lisa DeCarolis |
| UPDATES on Reporting SIG Attendance for the FOLIO Face-to-Face meeting in June | ALL | UPDATE: Who is attending: Sharon Beltaine, Nassib Nassar, Scott Perry, Angela Zoss, Kevin Walker, Holly Mistlebauer, Tod Olson (there but many other commitments), Steve Bischof (does OLAF reports, 5 Colleges, implementers data warehouse), Anne Highsmith? Others? Questions? ------------------- FOLIO Face-to-Face meeting plans: Goals:
-June 17-19 in DC, $100 registration fee -120 attendees is the target -hotel registration must be done by May 11 -Location of June meeting: DoubleTree by Hilton Hotel Washington DC - Crystal City, 300 Army Navy Drive, Arlington, VA 22202 -large WolfCon Conference is planned for January 2020 Working document for the Face to Face meeting: |
| Reporting SIG Master Spreadsheet to FOLIO JIRA Migration of Reporting tickets | Holly | Holly will walk us through the updates to the FOLIO JIRA system that she has created for reporting tickets to accommodate the data captured for each report requirement documented in the Report SIG Master Spreasheet. The Reporting SIG Master Spreadsheet will be kept for historical reference only, having been frozen and set to "View Only" at this point. Holly will also demonstrate how to enter any new reporting requirements into the JIRA system. |
| Data Privacy for FOLIO Reporting | Nassib | Data Privacy for the LDP Data Warehouse -need to form a subgroup (minimum 3 people) of the Reporting SIG to work on Data Privacy for Reporting -capture "Reporting Data Privacy" requirements and issues in the Reporting SIG wiki -what data should be removed from extraction as we build the LDP Reporting Data Warehouse? -request that Reporting SIG make a set recommendations on approach to anonymizing data -European standard for GDPR -capture in JIRA as an LDP feature? -build survey about current practices -may need interaction with UM and Privacy SIGs -may need to bring to Product Council |
| UPDATES on Reporting Rankings for April Gap Analysis | Holly, Sharon, Nassib, Angela | UPDATE: Quick review of the Reporting Features for Ranking spreadsheet (an extract of only the reporting epics). It is still important for reporting representatives from each institution to rank the issues under Epics UXPROD-1319 (LDP Data Warehouse reports) and UXPROD-867 (In-App reports). -------- Holly will review a spreadsheet that shows what reporting features need to be ranked by each institution. Please use this template at your institution to complete your analysis, then submit it to your Product Council representative for the Gap Analysis. The Gap Analysis must be completed by April 30, 2019; check with your institution on specific deadlines for submitting your feature rankings. Please download and use the Reporting Features for Ranking spreadsheet to rank reporting features for your institution. (Note: The full Gap Analysis and Feature Ranking spreadsheet includes instructions. The Reporting Features for Ranking spreadsheet is an extract of only the reporting epics.) |
| Report Prioritization for Development in Data Warehouse | ALL | Today, we will continue the process of reviewing the priority level of data warehouse reports in each of the functional areas to determine which should be passed along to the Report Prototype Working Group to prototype in the LDP data warehouse.
|
| Feedback on Reporting | Nassib |
|
| Additional Topics? | All | Any other topics to discuss today? |
| Topics for Future Meetings | All | Review and update Topics for Future Reporting SIG Meetings |
Action items
- Sharon Beltaine will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
- Sharon Beltaine to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG
- Sharon Beltaine will follow up with the Vince Bareau to determine whether or not UXPROD-330 should be incorporated into the Reporting SIG's Master Spreadsheet and included in Folio Gap Analyses
- Angela Zoss (Old) to follow up on updating User Management requirements in the Reporting SIG Master Spreadsheet and Folio JIRA system (see reqs for details)
- Sharon Beltaine to follow up on updating User Management requirements in the Reporting SIG Master Spreadsheet and Folio JIRA system (see reqs for details)
- Joanne Leary to follow up on updating User Management requirements in the Reporting SIG Master Spreadsheet and Folio JIRA system (see reqs for details)
- Sharon Beltaine will update the Reporting Functionality ID numbering system