2019-03-04 Reporting SIG notes

Date

04 Mar 2019

Name	Organization	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	Holly Mistlebauer	Cornell University
Nassib Nassar	Index Data	Angela Zoss	Duke University
Veit Köppen	University Magdeburg	Lisa DeCarolis	Smith College/Five Colleges
Linda Miller	Cornell University

Item	Who	Notes
Assign Notetaker, Take Attendance, Review agenda	Sharon	Today's notetaker: Last week's notetaker:
In App Reporting	Holly/Filip Jakobsen	---- (Filip not online, Emma and Holly with do their parts now) In-App vs. Data Warehouse Reports - Holly Mistlebauer. The distinction documented here is under review and may well change with Filip's input. A number of reports have been taken on as in-app, these have been what you might call "static reports", like patrons that owe over N amount of fines, which everyone will want. Have also been talking about exports to CSV, which are similar data to static reports but can be sent to a spreadsheet. First person to implement an in-app report is Emma Boettcher, who is doing this in loans for the RA SIG. Trying to show what we're doing now, what Filip has in might is looking more to the future. Looking for feedback from RPT to see if we're going in the right direction. Questions/Discussion How will this evolve? In other areas, have started with fixed behavior, then add options later. What is the model for export to CSV? This looks different from user's open loans? This is different because it includes open and closed loans.
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings
Other Topics?	All	Any other topics to discuss today?

Sharon will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
Sharon to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG