2019-04-29 Reporting SIG Meeting notes

UPDATE: 

Who is attending: Sharon Beltaine, Nassib Nassar, Scott Perry (there but some other commitments), 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 (there but many other commitments)? 

Others? Questions?

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FOLIO Face-to-Face meeting plans:

Goals:

• Settle on what groups/individual should plan to attend

• Discuss and decide on meeting times/organization

• Identify any significant gaps in the program

-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:

https://docs.google.com/spreadsheets/d/1JELsHTfu_xYA1yTsyRCorZzEVofd8Njsg1Lo32rm_3s/edit#gid=1359585528

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Notes:

• Reporting SIG is going
• A few people have already said they can go
• Any others? Sharon is trying to plan sessions and would like to know everyone who is going, even if you're going to be pretty busy

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 The Reporting SIG Master Spreadsheet will be kept for historical reference only, having been frozen and set to "View Only" at this point.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 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

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).

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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.)

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. 

• Today's focus will be Metadata Management reports

• A proposal to simplify the "in-app vs. LDP report" question: LDP vs. In-App Reporting
• A vestigial question: "What data elements will be included?"

Review and update Topics for Future Reporting SIG Meetings