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2019-07-29 Reporting SIG Meeting notes

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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization


Sharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

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
Stefan StadtherrMPIL Heidelberg

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

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
Vandana ShahCornell University

Nassib NassarIndex Data
Angela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges

Linda MillerCornell University
Elena O'Malley

Emerson


Matt HarringtonDuke University     Holly MistlebauerCornell University




Andi BihlerMunich Technical University Library







Discussion Items

Item

Who

Notes

AttendanceSharon

Today's Attendance Taker: 

Today's notetaker: 

Last week's notetaker: Anne Highsmith

Updates from Various Reporting Related Groups and EffortsVarious

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
  • LDP Report Working Group
  • LDP Data Privacy Working Group
  • LDP SysOps Working Group
  • Software development
  • Others?


Update on Reporting Issue BlockersNassib

We will review reporting issues in JIRA that are blocking progress on the completion of our Epics. After reviewing the details of these issues, we will discuss the potential impact on our FOLIO deliverables.


Blockers:

UXPROD-1438: Process for tracking data-related API schema changes

UXPROD-1431: Data attributes needed for reporting

UXPROD-1414: Complete documentation of data attributes in module APIs

FOLIO-1839: Enable incremental requests for all records since last request


Reporting FeaturesAll

This week, we will continue our review of the JIRA tickets for Reporting Features, gather more details and use cases, and work on prioritization. (Reporting features are different from reports in that they involve reporting functionality, not an actual report.) Reporting features now carry the ldp-platform label in JIRA.


LDP Open Feature Requests


First Pass START----------------------

UXPROD-1868: Allow HTTP request for results of report/query

UXPROD-1869: Ability to connect data warehouse to workflow engine for triggering reports based on logical conditions

UXPROD-1867: Build reports based on custom lists

UXPROD-1875: Build a FOLIO Data Dictionary for reporting

UXPROD-1864: Store Custom Fields from apps in LDP

UXPROD-1872: Exclude records that are suppressed in the catalog from reports

UXPROD-1863: Ability to report on data from MARC fields

UXPROD-1874NCIP data format standards for reports

UXPROD-1870: SIP data format standards for reports

UXPROD-1865LTI data format standards for course management systems for reports

UXPROD-1866: Create an LDP reporting dashboard with canned reports

UXPROD-1862: Use results of an LDP query to select items for batch edit in the FOLIO modules

UXPROD-1861: Document requirements and instructions for reporting applications to connect to LDP

First Pass END ----------------------


UXPROD-1871: Ability to create local tables that translate (usually into a smaller number of catetories) values of a particular field (e.g., all of these 10 holdings locations translates to this particular library).

UXPROD-1873: Support for writing ad hoc reports


-where are issues related to eUsage prototype?

-one more....


Topics for Future MeetingsAll

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
  • Reporting Data Privacy to email the Reporting SIG to ask for feedback on which reports contain personal info Joyce Chapman




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