2019-07-08 Reporting SIG Meeting notes

Date

08 Jul 2019

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Sharon Beltaine	Cornell University		Sara Colglazier	Mount Holyoke College/Five Colleges
	Elizabeth Berney	Duke University		Erin Nettifee	Duke University
x	Joyce Chapman	Duke University		Karen Newbery	Duke University
	Elizabeth Edwards	University of Chicago	x	Tod Olson	University of Chicago
x	Claudius Herkt-Januschek	SUB Hamburg		Scott Perry	University of Chicago
x	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
	Anne L. Highsmith	Texas A&M		Simona Tabacaru	Texas A&M
	Harry Kaplanian	EBSCO	x	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
x	Michael Patrick	The University of Alabama	x	Vandana Shah	Cornell University
	Nassib Nassar	Index Data	x	Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
x	Linda Miller	Cornell University		Elena O'Malley	Emerson
	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
	Eric Pennington	Texas A&M	x	Andi Bihler	Munich Technical University Library

Discussion Items

Item	Who	Notes
Attendance	Sharon	Today's Attendance Taker: Linda Miller Today's notetaker: Tod Olson Last week's notetaker: Vandana Shah
Custom Fields	Angela	A small workgroup is needed to refine the requirements for the Custom Fields reporting feature, Store custom fields from apps in LDP (LDP-55). Here is the description from JIRA: FOLIO apps are being designed with custom fields, in part to allow institutions to tailor their experience, but also potentially to correct problems arising from certain features not being available for go-live. At Duke, for example, I believe we will be using custom fields to track additional patron identifiers past the maximum set by the UM app. These custom fields may well include fields that will be important for the reporting needs of institutions. I have had a request that the LDP be set up to be responsive to custom fields in the various apps. It was suggested that this might logically connect to thinking about how to have the LDP accommodate new apps developed in the future. Notes: Need some specific user stories to generate specific, real-world examples. Do not currently know how each module will implement custom fields. Angela Zoss (Old) has mainly heard this through Resource Access SIG. Looking for people to join small working group to develop use cases for LDP. Small group: Angela Zoss (Old), Joanne Leary
Updates from Various Reporting Related Groups and Efforts	Various	The Reporting SIG is using small work 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: Community and coordination spoke about data dictionary and glossary idea, still clarifying direction plan to start with prototype, get feedback, move from there generating test data dynamically is taking too long, considering static test data set - missing topic Naming conventions for reports and queries, how do we differentiate, name consistently. Report names will be based on data Query names will be based on how query is made See notes in FOLIO Face-to-Face DC Conference Reporting Session Notes LDP Report Working Group Data Dictionary (Vandana) LDP Data Privacy Working Group Results of initial review of LDP reports for privacy https://docs.google.com/spreadsheets/d/1nR9frGMUgWq6TNKJFhY84FJx2Cwnlndnd2iq6p0wDx4/edit#gid=0 (Joyce) LDP SysOps Working Group Software development Others?
Additional Topics?	All
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings

Action items

Reporting Data Privacy Group to flag reports that may have user data
Reporting Data Privacy to follow up with Jesse, Tod, and Cate, and Chair-Elect to determine approach to audit trails in LDP