2020-11-23 Reporting SIG Meeting notes

Date

23 Nov 2020

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	Sharon Beltaine	Cornell University	X	Sara Colglazier	Mount Holyoke College/Five Colleges
	Elizabeth Berney	Duke University		Erin Nettifee	Duke University
	Joyce Chapman	Duke University		Karen Newbery	Duke University
	Jean Pajerek	Cornell University		Tod Olson	University of Chicago
	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
	Sarah Park	Duke University		Simona Tabacaru	Texas A&M
	Clint Bellanger	Auburn University	X	Kevin Walker	The University of Alabama
	Ingolf Kuss	hbz		Christie Thomas	University of Chicago
	Joshua Lambert	Missouri State		Andi Bihler	Munich Technical University Library
	Joanne Leary	Cornell University		Cheryl Malmborg	University of Chicago
	Michael Patrick	The University of Alabama	X	Vandana Shah	Cornell University
X	Nassib Nassar	Index Data		Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
	Linda Miller	Cornell University		Elena O'Malley	Emerson
	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
	Cathy Tuohy	Emmanuel College (FLO)	X	Nancy Bolduc	Cornell University
	Shirley Moentnish	Missouri State	X	Eric Pennington	Texas A&M
	Stefan Dombek	Leipzig University	X	Axel Doerrer	University Mainz
	Natalya Pikulik	Cornell University		Owen Stephens	K-Int
	Eliana Lima	Fenway Library Organization		Marcia Borensztajn	EBSCO
	Harry Kaplanian	EBSCO		Molly Driscoll	EBSCO
X	Amelia Sutton	U. Massachusetts		Heather Loehr	Hanover College
	Mary Morgan	Grand Valley State University	X	Jennifer Eustis	U. Massachusetts Amherst / Five College
	Aaron Neslin	Five Colleges

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: ? Today's note-takers: Team Leads for project updates
FOLIO Product Council Vision and Strategy and Governance Proposals	All	A subgroup of the Reporting SIG met last week to review and provide feedback on the Folio Product Council's “FOLIO Product Council Vision and Strategy" and the "FOLIO Proposed Governance Model." The feedback was submitted on Friday, November 20. One of the insights gained from this process was the idea that it would be good for all SIGs to formulate their own vision and strategy plans, so the Reporting SIG will start work on such a plan in a future Reporting SIG meeting. For your reference, here are the Product Council's “FOLIO Product Council Vision and Strategy" proposal links: You will find an introductory presentation here: https://docs.google.com/presentation/d/11nNaomlcM5ZkpSqvbdf1-Fu_rwu7rd-XNLlj5W_hb1c/edit#slide=id.p The paper itself is here: https://docs.google.com/document/d/1Odz4sFwaXgVAundrVAsDw4asZUAg5WTNEQ8AyCx3OPM/edit#heading=h.yx915ai7ix8j and here the the Product Council's "FOLIO Governance Model" proposal links: You can see the presentation made to PC on 11/5 here: https://docs.google.com/presentation/d/1HC8NzKlpLDs8Ov8IiCqr1sn8BK8wZGpyWINWWYUCZbk/edit?usp=drivesdk You can provide feedback here: https://docs.google.com/document/d/1rB2H_nCmHJTIJD312AGwQFFLqswWOLabbsKpSy-_RHg/edit?usp=drivesdk
FOLIO Reporting Vision, Objectives, and Initiatives	Nassib	As mentioned above, comments on the FOLIO vision, objectives, and initiatives document were drafted: https://docs.google.com/document/d/1qsjxm9xn8cwdWR-jkWZ8UUjn2nUh-1MJRcrLqPA8zCo/edit?usp=sharing They have been added to the FOLIO document as comments. However, these notes also serve as a realistic set of initiatives that we can continue to refine and revise toward an "objectives and initiatives" document for the FOLIO reporting community. Please consider adding your thoughts as comments to this document, for further discussion in the Reporting SIG and the Reporting Development groups.
Updates from Various Reporting Related Groups and Efforts	Community & Coordination, Reporting Subgroup Leads	Project updates The Reporting SIG is using small working 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. Reporting Development Team leads are encouraged to enter a summary of their work group activities below. Community & Coordination: Kevin Walker will provide a summary of results from the Reporting survey at the Reporting SIG meeting on Monday, November 30 worked on organizing JIRA issues for queries for External Statistics reports (e.g., ACRL) FOLIO Reporting development Track progress via recent pull requests: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+is%3Aclosed ? RA/UM Working Group Reviewed Fees/Fines Summary report, decided it should be a new cluster and prioritized accordingly. Officially done with derived tables for now. Will now work on refactoring original cluster queries to use derived tables. Current status of RA/UM clusters: https://drive.google.com/file/d/1yQkPb7ORop5dzrdtSnU68c8YXu-jFSMN/view?usp=sharing MM Working Group Have completed derived tables except for one (Issue 149) Going forward Duplicate orders query (JIRA 2823) Shelf List report Have a draft naming tips Google document Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group ? RM Working Group additional derived tables for po_lines_eresource, po_lines_physical, and po_line_total for latest updates, see RM Prototype and Query Development Status External Statistics Working Group Recategorize External Statistics REP Issues new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings

2020-11-23 Reporting SIG Meeting notes

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Attendees

Discussion Items

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