2021-03-01 Reporting SIG Meeting notes

Andi Bihler

Attendance & Notes

• Today's attendance-taker: Linda Miller
• Today's note-takers:  Team Leads for project updates

SIG Conveners have been asked to review and update the FOLIO Special Interest Groups (SIG) Charge.

• We'll walk through the current revisions to share the updates and hear your feedback
• questions or comments?
  • updates were made to the Notetaker role
  • Decision: decision will be better documented by marking them explicitly 

Product Council has ask the Reporting SIG for a representative for the FOLIO Documentation Working Group.

This individual will work with our Reporting Documentation subgroup and act as a liaison to the larger FOLIO Documentation Working Group.

Dracine Hodges put together the following job description for SIG Liaisons to the FOLIO Documentation Working Group

We are looking for individuals who have:

• a good understanding of their SIG area
• Someone who thinks logically about the functional tasks and understands the end user for relevant apps
• Someone able to engage their SIG in generating a task lists and source material for version 1 documentation
• Reps will need to commit a couple (2-3 estimate) hours a week;  they are not expected to input all of the documentation
• The role will help coordinate documentation effort across FOLIO
• Initial appointment will be through June, with the hope of carrying on through the end of the calendar year

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries.  Each week, these groups will share reports/queries with the Reporting SIG.  Reporting development team leads are encouraged to enter a summary of their work group activities below.

• ?
• Track progress via recent pull requests, featuring contributions by members of the reporting community:
  https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+base%3Amain

RA/UM Working Group

• No meeting, just working on ongoing query tasks
• Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit
• Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM

MM Working Group

• Duplicate orders - in testing
• Started work on HathiTrust
• Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.

ERM Working Group

• ERM Prototype and Query Development Status
• Started to work on:
  
  • Derived Table regarding invoices, po_lines, transactions
  • ERM Agreements Cost