2019-03-25 Reporting SIG Meeting notes

Date

25 Mar 2019

Attendees

Preset?	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
	Joyce Chapman	Duke University		Karen Newbery	Duke University
	Elizabeth Edwards	University of Chicago	X	Tod Olson	University of Chicago
	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
X	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
X	Joanne Leary	Cornell University		Uschi Klute	GBV
X	Michael Patrick	The University of Alabama	X	Holly Mistlebauer	Cornell University
X	Nassib Nassar	Index Data		Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
X	Linda Miller	Cornell University	X	Philip Robinson	Cornell University
X	Filip Jakobsen (guest)	Samhaeng	X	Jackie Gottlieb

Discussion Items

Item	Who	Notes
Assign Notetaker, Take Attendance, Review agenda	Sharon	Today's notetaker: Last week's notetaker: Tod Olson and Ingolf Kuss
In App Reporting	Filip Jakobsen, Holly Mistlebauer	Filip joins this week's Reporting SIG meeting to provide an overview of his vision for in-app reporting in FOLIO introductions Filip's vision for in app reporting Reporting SIG members: questions, comments, discussion NOTES -form filler functionality discussed with ERM is similar to Filip's vision for in app reporting -we have search and filter functionality in FOLIO today; could save templates as form -many reports we are doing today could be delivered as in app reports -logic of having a checkbox, search, and filter with csv download -if we build search/filter/checkbox functionality into the applications (see UI prototype design below), we could deliver many in app reports -add "associated records" to application window to allow user to select data elements from different apps -(Tod) fits well with moving away from Stripes toward GraphQL -(Nassib) workflow engine could orchestrate representation -(Tod) if we make templates, need to make sure they could be called from an API and a workflow Related issues we have discussed and we will discuss further at future meeting distinction between in-app reports and LDP datawarehouse reports: real-time data vs day-old data review JIRA tickets for in-app reports details on the interface to pull data out of different applications timeframe, project planning for in app report (features) development 2 basic types of in-app reports: Excel exports and other more detailed reports discuss possible candidate for a pilot area to implement in-app reporting functionality; discuss timing, scope, etc.; best to look for an area where ad hoc reporting is needed (user management?) 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 Looking for feedback from Reporting SIG members: Are we going in the right direction?
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings
Other Topics?	All	Any other topics to discuss today?

Action items

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