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2018-10-01 Reporting SIG notes

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Date

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

Nassib NassarIndex Data
Angela Zoss

Duke University

 Veit KöppenUniversity Magdeburg




Discussion items

ItemWhoNotes
Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker: ?

Last week's notetaker: Kevin Walker

Patron Notices and Print Slips appDarcy Branchini

To provide context for a discussion on Patron Notices, Developer Darcy Branchini will provide a presentation/demo of the Patron Notices and Print Slips app for FOLIO

Patron NoticesHarry Kaplanian

Harry would like to discuss Patron Notices with the Reporting SIG. Here are some sample questions:

  • How do you generate your batch form letters today? In app? Reporting tool? Mail merge type operation of both?
  • How often are they run?
  • How are they automated? Does the reporting tool provide the scheduler? Is another tool used?
  • If done via reporting, how often do these need to be changed?
  • How problematic is it to make these changes?
  • What are the types of complaints you regularly receive from the circ desk relating to this?

Assigning Yourself to JIRA ReportsHollyHolly will walk us through the process of assigning ourselves to our reports in the FOLIO JIRA System. Instructions are provided on this wiki page, which will also contain other JIRA info:  Working on a JIRA Issue


Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings

Other Topics?AllAny other topics to discuss today?

Action items

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