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2018-06-11 Reporting SIG notes

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Attendees

Present?NameOrganizationPresent?NameOrganization

Sharon 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

Claudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago

Doreen HeroldLehigh University
Robert SassQulto

Anne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Vince BareauEBSCO
Mark VekslerEBSCO

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler

OLE

Joanne LearyCornell University
Uschi KluteGBV

Michael PatrickThe University of Alabama
Holly MistlebauerCornell University






Discussion items

ItemWhoNotes
Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker:

Last week's notetaker: Ingolf Kuss

BibControl Reporting Application ReviewKlaus Hoverath, Ingolf Kuss
A presentation on BibControl will be given by Klaus Hoverath of Triangle Solutions, a company specializing in providing data warehouse, ETL, OLAP and Business Intelligence Solutions. http://www.triangle-solutions.de/ . Their clients are 70% to 80% libraries and that he has currently between 30 and 40 libraries as clients, which are part of the GBV or hbz network . With BibControl, he is a partner of OCLC. See Triangle Solutions flyer for more information.
Next Steps for In-app ReportingHolly Mistlebauer

Holly is stepping in as Interim Product Owner for Reporting until Product Council assigns a permanent Reporting PO. She will be joining us for Reporting SIG meetings and working with other Product Owners on reporting issues. Today, she will discuss next steps for in-app reporting.

Reporting JIRA TicketsHolly Mistlebauer

Please note that 3 new FOLIO JIRA tickets have been added to describe tasks for the Reporting SIG:

UXPROD-862 Create a Reporting Dashboard

UXPROD-863 Identify Data Elements Needed for Reporting

UXPROD-865 Build a Data Dictionary for Reporting

Data Warehouse Proposal reviewSharon, Tod, Kevin, Ann

Sharon presented the Reporting SIG's Reference Data Warehouse Environment Proposal to Product Council on 6/7/18:

See the full written proposal: Reporting SIG Proposal to FOLIO Product Council for a Reference Data Warehouse

See the presentation slides: Data Ware House Proposal Presentation

-presentation was well received and generated some additional questions

-the data warehouse will need developer and other resources so Product Council decided that this will be prioritized in the Epic process and resources will be assigned according to priorities and the Technical Council should review the Reporting SIG’s proposal

-New JIRA ticket created for Data Warehouse development: see UXPROD-864

-Cate Boerema suggested a development team be assembled right away; Sharon to follow up with Mike Winkler

-questions on distinction between data lake vs data warehouse, proof of concept vs "reference" environment

-questions about the source of the data for the data warehouse

-Christopher Spaulding suggested bringing the technical design to the new Technical Council

-reps from participating institutions in support of data warehouse development

-more discussion on next steps during next Reporting SIG meeting

Other Topics?AllAny other topics to discuss today?
Topics for Future MeetingsAll

Next week's meeting focus: Continued Discuss on Data Warehouse

Review and update Topics for Future Reporting SIG Meetings

Action items

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