This is a list of topics the Reporting SIG is considering for future meetings.
| Status | Possible Date | Topic | Contacts | Notes |
|---|---|---|---|---|
| Scheduled | 1/4/21 | Review 2020 Goals and Accomplishments Draft 2021 Goals | Sharon | In this meeting, we will review the goals and accomplishments of the Reporting SIG for 2020, as well as draft our goals for 2021 |
| TBD | January 2021 | Build and document vision and strategy for FOLIO Reporting SIG | Build and document vision and strategy for FOLIO Reporting SIG | |
| Scheduled | July 20 | Recategorizing REP Issues | Sharon | We'll review reports that have been categorized as External Statistics to move them into existing Reporting Subgroups for development. Import/Export and Consortia Reports also need to be reviewed this way. |
| DONE | June 8 | July Reporting FOLIO Forum Demos of Report Querys from RA, MM, and RM subgroup teams | Subgroup Leads | As part of our July Reporting FOLIO Forum presentation, we would like to provide some nice demonstrations of running queries against the LDP Reference Environment. Specifically, we would like to demonstrate running one query from each of these reporting areas: RA/UM, MM, and RM (ERM is not yet ready for demos). To prepare for this presentation, we'd like someone from each of these subgroups to do a trial run of showing a sample query at the Reporting SIG meeting on Monday, June 8. |
| TBD | June 22 | Schedule "Quick Demo" meeting for Reporting Tools Analysis | requested by Tod Olson | |
| TBD | TBD | Entity Relationship Diagrams | Angela | Jean Pajarek has reqested a demonstration showing how the entity-relationship diagrams are built |
| TBD | Developing a Reporting FAQ page | Several basic questions about reporting came up during the WolfCon 2020 sessions. It would be helpful to have an FAQ page we can refer people to when these questions come up, e.g.,
| ||
| TBD | 1/6/20 | How to show data from repeatable fields in the LDP | Christie Thomas |
|
| TBD | 1/13/20 | Ranking for New UXPROD Reporting Cluster issues | Sharon, Vandana, Angela | We have several new JIRA issues we have created for Reporting Clusters that we need re-rank for the next round of MVP. |
| TBD | TBD | GDPR requirements and LDP or In App Reports | Ingolf | The Data Privacy Group is taking another look at reports that have been identified as needing to be developed in the apps because there is new information on GDPR requirements that may allow some of them to be LDP reports. They will update the Reporting SIG on their findings |
| TBD | TBD | LDP SysOps Group: Updates | LDP SysOps Group Members | Updates from members on how it is going to have the LDP hosted versus setting it up on one's own. |
| TBD | 9/30/19 | Integrations and Reports | All | Integrations - What do we do about reports that involve integrations like Ares, ILL, and Borrow Direct? |
| Scheduled | 9/30/19 | MM Cluster Review | Vandana, | Vandana will talk about MM clusters |
| TBD | 8/12/19 | Metadata Management | Scott Perry, Laura Wright, Charlotte Whitt | Review Metadata Management under consideration for moving from in-app to LDP data warehouse. |
| TBD | 8/12/19 | Stray Reporting Features | Vince Bareau | Sharon and Nassib will provide an update on the following stray reporting features. Stray Features UXPROD-1100: CQL Support for Audit Module UXPROD-358: Edge API for Acquisition Data Enhancement |
| 7/15/19 | 7/15/19 | Review and Prioritize LDP Reporting Feature Requests in JIRA | All | |
| 7/15/19 | 7/15/19 | Custom fields | Vandana | Custom Fields -need use cases |
| DONE | 7/1/19 | RA In App Vs DW Reports Update | Angela, Joanne | review recommendation for RA in app vs DW reports |
| DONE | 7/1/19 | Data Privacy Update | Ingolf, Nassib | -need to consider data privacy when evaluating in app vs dw reports -what personally identifiable information is needed in any LDP reports? -who from Reporting SIG can help review reports for personally identifiable information? |
| ongoing | all meetings | Communication of and Agreement on Report Development Order for RPWG | ALL | |
| ongoing | all meetings | In-App Reports: Refine Requirements, Confirm Development | PO and Report Requester for each in-app report | This will be an ongoing part of Reporting SIG meetings until in-app report definition is clearer and both PO and report requester have a shared understanding of who will complete the report and what it will do. |
| DONE | TBD | Adding Reporting Features to JIRA | Sharon, Nassib, Holly | Review process for adding reporting features to JIRA (see wiki page) Review all items on Reporting Functionality worksheet and move them into the appropriate location in JIRA |
| DONE | 4/15/1 | FOLIO Face-to-Face meeting plans | All | FOLIO Face-to-Face meeting plans - June 17-19 in DC, $100 registration fee 120 attendees is the target -hotel registration must be done by May 11 -Location of June meeting: DoubleTree by Hilton Hotel Washington DC - Crystal City, 300 Army Navy Drive, Arlington, VA 22202 -large WolfCon Conference is planned for January 2020 Working document for the Face to Face meeting: Goals for PC/Conveners -
|
| Confirmed | 4/29/19 | Data Privacy for FOLIO Reporting | All | Data Privacy for the LDP Data Warehouse -need to form a subgroup of the Reporting SIG to work on Data Privacy for Reporting -capture "Reporting Data Privacy" requirements and issues in the Reporting SIG wiki -what data should be removed from extraction as we build the LDP Reporting Data Warehouse? -request that Reporting SIG make a set recommendations on approach to anonymizing data -European standard for GDPR -capture in JIRA as an LDP feature? -build survey about current practices -may need interaction with UM and Privacy SIGs -may need to bring to Product Council |
| Confirmed | 4/29/19 | Impact of Custom Fields in Apps on Data warehouse Development | Angela, Nassib | SMEs in our functional areas are asking how we will report on custom fields that are being included in FOLIO applications. Let's explore how to do this. -process of building up data model works for standard reports, but what about new apps -hoping that this group will continue, that reporting efforts will continue beyond Phase 1 day -but it seems to have implications for both database schema and data load scripts |
| DONE | 12/17/18 | FOLIO reporting database for eUsage and ERM data | Annika Schroer | FOLIO eUsage App -application will enable harvesting, entering, storing, and providing COUNTER Usage Data -Bjorn Muschall, Kirstin Kemner-Heek |
| TBD | Organization of reporting tickets in JIRA: 5 Epics | Sharon | We'll review the 5 Epics that form the umbrella for all reporting-related tickets in JIRA to better understand what they cover and to consider whether or not there's more to add (e.g., reporting functionality goes where?) | |
| to be confirmed | 1/21/19 | Remaining In-App JIRA issues to review | Holly, Sharon | In-app reports for Scott Perry at UChicago. Sharon update on discussing ARES reporting with UI developer Darcy Brancini. |
| Confirmed | 1/7/19 | Report Candidates for Reporting Functionality | Sharon | Sharon will review list of candidates to recategorize as "reporting functionality" instead of individual reports on the Reporting SIG Master Spreadsheet. |
| to be confirmed | 1/14/19 | Review of In App reporting with Filip, UI designer | -discuss possible candidate for a pilot area to implement in app reporting functionality, such as user management; discuss timing, scope, etc.; best to look for an area where ad hoc reporting is needed | |
| to be confirmed | 1/21/19 | Next update from the Reporting Prototype Subgroup | ||
| TBD | TBD | FOLIO Export Function for Tables: recheck on progress
| Holly | |
| TBD | TBD | In-App Report Review -do they meet our expectations? -are the priorities correct? | ||
| DONE | 10/1/18 | Oct 1 Reporting SIG meeting -How to Assign yourself to your reports in JIRA -Holly's overview of the upload -Holly's review of how to use JIRA filters to find your reports -next steps for Report Protypes | ||
| ? | ? | New schedule for Data Warehouse | ||
| DONE | 8/27/18? | JIRA interface to and tagging for data warehouse reports ("dwreports") and Consortia SIG reports. | Holly, David Dahl | a new interface to the data warehouse reports in JIRA is being drafted, and we are looking at ways to include the Consortia SIG reports; in this meeting, we will look for Reporting SIG feedback on both of these |
| ? | ? | Develop reporting requirements checklist for Product Owners to detail data structure needs for data warehouse; related to Microservice Certification standards; Accessibility SIG is using this approach | ||
| DONE | Review dwreports in production JIRA | Holly | review | |
| ? | ? | Reports and the MARCcat App | Tiziana | |
| Sept 10 | update on Report Prototyping | Workgroup | ||
| Sept 10 | Reporting DataWare Design update | Nassib | ||
| ? | 8/27/18? | Updates on reporting JIRA tickets | Nassib, Vince | Nassib Nassab - Reporting: Reference Implementation UXPROD-943 Vince Bareau - Reporting: Data Lake UXPROD-330 |
| ? | ? | Prioritize all Data Warehouse reports ("dwreports") | Holly, Sharon | after determining how we will track the progress on our reports that use the data warehouse, we will need to add criteria to capture the priority of each report |
| ? | ? | ERM Reporting | ERM Reporting | |
| to be scheduled | to be scheduled | Whiteboarding session with Metridoc to design Data Warehouse | Joe Zucca, Nassib Nassar | |
| ? | ? will require several meetings | Data Warehouse Design Requirements | All | The next step for the Reference Data Warehouse is to bring our request to Technical Council for their thoughts on design of the infrastructure to build it. We'll need to communicate our design requirements, so we'll take a look at what's most important to include. |
| ONGOING | *7/9/18? will require several meetings | Reporting Data Element Verification | POs and SIGs in RM, RA, and MM | Meetings with POs and SIGs to verify availability of data elements for all reports in the Reporting SIG Master Spreadsheet. If Data Elements not available, work with PO for that functional area to generate user story and JIRA ticket to include gaps and/or missing data elements. |
| To be scheduled | ? | Reporting Certification for Microservices | consider what microservices architecture needs to be present to "certify" it for reporting | |
| To be scheduled | ? | Capturing Historical Data for Reporting | Data Migration Subgroup | How do we approach the issue of data migration for historical reporting purposes? Do we add historical data to the data lake as a separate data warehouse? Do we bring historical data into Folio? |
| ONGOING | Best Reporting Tools to use for Folio | All | ||
| To be scheduled | Tags Subgroup Update | Simona Tabacaru | ||
| To be scheduled | Changes to ARL annual reporting | Tod Olson | ||
| To be scheduled | Data Dictionary for Folio Reporting | data storage units define their JSON schema; may be able to generate dictionary automatically (Tod Olson); consider Lunrjs to get JSON; talk to POs about data dictionaries for their areas (e.g., loans) | ||
| DONE | 10/1/18 | Oct 1 Reporting SIG meeting -How to Assign yourself to your reports in JIRA -Holly's overview of the upload -Holly's review of how to use JIRA filters to find your reports -next steps for Report Protypes | ||
| DONE | 10/29/18 | Prioritizing Reports Assigning Yourself to Reports in JIRA | ||
| DONE | 11/26/18 | FOLIO Export function for tables of data
| Holly | -check in with Holly on the status of this |
| DONE | 10/22/18 | Overview of Glint | Nassib Nassar | |
| DONE | 8/6/18 | Reporting Needs for Consortia SIG | David Dahl | David Dahl and other members of the Consortia SIG will attend the Reporting SIG meeting to discuss consortial reporting needs. |
| DONE | 8/13/18 | Review of University of Penn Libraries Metridoc Data Farm Project: Open Source Data Warehousing | Joe Zucca, UPenn | See https://metridoc.library.upenn.edu/ |
| DONE | 7/23/18 | Review of JIRA Tickets for Reporting | Holly, Sharon | Holly and Sharon to walk through current reporting-related tickets being created in and being migrated to the FOLIO JIRA Ticket system |
| DONE | 6/25/18 | Feature Prioritization and Gap analysis | Holly | We will review results for gap analysis on reporting-related topics on the Feature Prioritization spreadsheet being ranked by first implementers this week. We will focus on in app reports, data warehouse, and data elements for the data model. |
| DONE | 6/18/18 | Next Steps for In-app Reporting | Holly Mistlebauer | Holly is stepping in as Interim Product Owner for Reporting until Product Council assigns a permanent Reporting PO. She will be joining us for Reporting SIG meetings and working with other Product Owners on reporting issues. Today, she will discuss next steps for in-app reporting. |
| DONE | 6/18/18 | Add reporting example links to Reporting Requirements Spreadsheet | Sharon, Holly | Please take a second look at the reports you have identified in the Reporting Requirements spreadsheet to make sure there is an example report linked. The examples are proving quite useful for the development of JIRA tickets to generate reporting functionality in FOLIO. |
| DONE | 6/11/18 | BibControl | Ingolf Kuss, Klaus Hoverath | June 11th- A presentation on BibControl will be given by Klaus Hoverath of Triangle Solutions, a company specializing in providing data warehouse, ETL, OLAP and Business Intelligence Solutions. http://www.triangle-solutions.de/ . Their clients are 70% to 80% libraries and that he has currently between 30 and 40 libraries as clients, which are part of the GBV or hbz network . With BibControl, he is a partner of OCLC. See Triangle Solutions flyer for more information. |
| DONE | 6/4/18 | Draft Data Warehouse Proposal Review | Sharon Beltaine | June 4th - We will review and discuss the draft of the Data Warehouse Proposal to be presented to Product Council on Thursday, June 7. |
| DONE | 5/14/18 | Indepth review of session notes from WolfCon | All | |
| DONE | 4/30/18 | Inventory Data Elements and Reporting | Christie Thomas (MM SIG) | Review data elements identified by MM SIG and Data Migration Subgroup from a Reporting perspective. What's missing? How does the data mapping work? What's been identified so far? |
| DONE | 5/7/18 | Data Lake JIRA Ticket Conclusions | Jeremy Huff (TAMU Dev) and Frances Webb (Cornell Dev) joined the Reporting SIG meeting on 4/9/18 to discuss JIRA ticket OKAPI-570 , which had been entered into the Folio Issue Tracker to capture recent discussions about concerns related to the approach taken in JIRA tickets UX-PROD-331 and UX-PROD-332. These are development tickets for building the technical infrastructure to support Folio Data Lake environments. OKAPI-570 details concerns and offers alternative proposals for the implementation of reporting features residing in OKAPI’s core, dereferencing at the time of report generation, the impact of schema mutation on report creation, and implementing message queues as an internal component of reporting and/or OKAPI core. Since then, Vince Bareau has made comments on each of the issues raised in JIRA ticket OKAPI-570, the developers have discussed these issues, and Jeremy Huff has added Conclusions as a follow-up to each of the issues raised in the Google Doc associated with JIRA ticket OKAPI-570 We will review these Conclusions and see if there are any additional questions. | |
| DONE | 4/23/18 | Loan Reports with Loan PO Emma Boettcher | Emma Boettcher | Review reports related to loans to identify gaps, increase understanding, etc. Please attend if you have Circ Loan Reports in the requirements list. |
| DONE | 4/9/18, 4/16/18 | Reporting Topics for WolfCon |
| |
| DONE | Confirmed for 9am on 4/9/18 | New Strategies for Folio Development to Support Data Lake Reporting: Discussion with Texas A&M and Cornell Developers on new FOLIO JIRA Tickets | Jeremy Huff, Frances Webb | This needs to be at the top of the agenda. |
| DONE | 3/26/18 | UXPROD-331 and UXPROD-332 JIRA Tx Review - Reporting SIG to review tickets entered in JIRA to support development of the external reporting environment (Data Lake/Store/Warehouse) | All | DONE |
| DONE | 2/26/18 | Data Lake POC (Proof of Concept) Project Update | Anne Highsmith, Ryan, Chris, Mark, Matt, Tod | DONE |
| DONE | 3/5/18 | BIRT Report Demo for POC Project | Chris Creswell | DONE |
| DONE | 3/5/18 | Updates on POC Data Lake Project | Matt, Mark, Tod, Anne, Chris, Sharon | DONE |
| DONE | 3/12/18 | Tags Workgroup | Anne-Marie Breaux | DONE |
| DONE | 3/26/18 | Data Elements definition in Data Migration Subgroup | Anne Highsmith | DONE |
| DONE | 4/2/18, 4/9/18, 4/16/18 | Translating Reporting Requirements into Reporting Deliverables | Sharon Beltaine | |
| DONE | 4/2/18 | Review of Folio Feature Backlog with Updates for Data Lake Support | Harry Kaplanian | See https://docs.google.com/spreadsheets/d/15eO29vY2qp-FeUaoA292J-KwDy4c9z8dg-Pfp2fDymw/edit#gid=145190483 |
| DONE | DONE | Call for Tags App Subgroup from PO Ann-Marie Breaux | Sharon, Ingolf | DONE - Simona Tabacuru has joined the Tags App Subgroup |
This is a list of topics the Reporting SIG is considering for future meetings.
| Status | Possible Date | Topic | Contacts | Notes |
|---|---|---|---|---|
| TBD | January 2021 | Build and document vision and strategy for FOLIO Reporting SIG | Build and document vision and strategy for FOLIO Reporting SIG | |
| Scheduled | July 20 | Recategorizing REP Issues | Sharon | We'll review reports that have been categorized as External Statistics to move them into existing Reporting Subgroups for development. Import/Export and Consortia Reports also need to be reviewed this way. |
| DONE | June 8 | July Reporting FOLIO Forum Demos of Report Querys from RA, MM, and RM subgroup teams | Subgroup Leads | As part of our July Reporting FOLIO Forum presentation, we would like to provide some nice demonstrations of running queries against the LDP Reference Environment. Specifically, we would like to demonstrate running one query from each of these reporting areas: RA/UM, MM, and RM (ERM is not yet ready for demos). To prepare for this presentation, we'd like someone from each of these subgroups to do a trial run of showing a sample query at the Reporting SIG meeting on Monday, June 8. |
| TBD | June 22 | Schedule "Quick Demo" meeting for Reporting Tools Analysis | requested by Tod Olson | |
| TBD | TBD | Entity Relationship Diagrams | Angela | Jean Pajarek has reqested a demonstration showing how the entity-relationship diagrams are built |
| TBD | Developing a Reporting FAQ page | Several basic questions about reporting came up during the WolfCon 2020 sessions. It would be helpful to have an FAQ page we can refer people to when these questions come up, e.g.,
| ||
| TBD | 1/6/20 | How to show data from repeatable fields in the LDP | Christie Thomas |
|
| TBD | 1/13/20 | Ranking for New UXPROD Reporting Cluster issues | Sharon, Vandana, Angela | We have several new JIRA issues we have created for Reporting Clusters that we need re-rank for the next round of MVP. |
| TBD | TBD | GDPR requirements and LDP or In App Reports | Ingolf | The Data Privacy Group is taking another look at reports that have been identified as needing to be developed in the apps because there is new information on GDPR requirements that may allow some of them to be LDP reports. They will update the Reporting SIG on their findings |
| TBD | TBD | LDP SysOps Group: Updates | LDP SysOps Group Members | Updates from members on how it is going to have the LDP hosted versus setting it up on one's own. |
| TBD | 9/30/19 | Integrations and Reports | All | Integrations - What do we do about reports that involve integrations like Ares, ILL, and Borrow Direct? |
| Scheduled | 9/30/19 | MM Cluster Review | Vandana, | Vandana will talk about MM clusters |
| TBD | 8/12/19 | Metadata Management | Scott Perry, Laura Wright, Charlotte Whitt | Review Metadata Management under consideration for moving from in-app to LDP data warehouse. |
| TBD | 8/12/19 | Stray Reporting Features | Vince Bareau | Sharon and Nassib will provide an update on the following stray reporting features. Stray Features UXPROD-1100: CQL Support for Audit Module UXPROD-358: Edge API for Acquisition Data Enhancement |
| 7/15/19 | 7/15/19 | Review and Prioritize LDP Reporting Feature Requests in JIRA | All | |
| 7/15/19 | 7/15/19 | Custom fields | Vandana | Custom Fields -need use cases |
| DONE | 7/1/19 | RA In App Vs DW Reports Update | Angela, Joanne | review recommendation for RA in app vs DW reports |
| DONE | 7/1/19 | Data Privacy Update | Ingolf, Nassib | -need to consider data privacy when evaluating in app vs dw reports -what personally identifiable information is needed in any LDP reports? -who from Reporting SIG can help review reports for personally identifiable information? |
| ongoing | all meetings | Communication of and Agreement on Report Development Order for RPWG | ALL | |
| ongoing | all meetings | In-App Reports: Refine Requirements, Confirm Development | PO and Report Requester for each in-app report | This will be an ongoing part of Reporting SIG meetings until in-app report definition is clearer and both PO and report requester have a shared understanding of who will complete the report and what it will do. |
| DONE | TBD | Adding Reporting Features to JIRA | Sharon, Nassib, Holly | Review process for adding reporting features to JIRA (see wiki page) Review all items on Reporting Functionality worksheet and move them into the appropriate location in JIRA |
| DONE | 4/15/1 | FOLIO Face-to-Face meeting plans | All | FOLIO Face-to-Face meeting plans - June 17-19 in DC, $100 registration fee 120 attendees is the target -hotel registration must be done by May 11 -Location of June meeting: DoubleTree by Hilton Hotel Washington DC - Crystal City, 300 Army Navy Drive, Arlington, VA 22202 -large WolfCon Conference is planned for January 2020 Working document for the Face to Face meeting: Goals for PC/Conveners -
|
| Confirmed | 4/29/19 | Data Privacy for FOLIO Reporting | All | Data Privacy for the LDP Data Warehouse -need to form a subgroup of the Reporting SIG to work on Data Privacy for Reporting -capture "Reporting Data Privacy" requirements and issues in the Reporting SIG wiki -what data should be removed from extraction as we build the LDP Reporting Data Warehouse? -request that Reporting SIG make a set recommendations on approach to anonymizing data -European standard for GDPR -capture in JIRA as an LDP feature? -build survey about current practices -may need interaction with UM and Privacy SIGs -may need to bring to Product Council |
| Confirmed | 4/29/19 | Impact of Custom Fields in Apps on Data warehouse Development | Angela, Nassib | SMEs in our functional areas are asking how we will report on custom fields that are being included in FOLIO applications. Let's explore how to do this. -process of building up data model works for standard reports, but what about new apps -hoping that this group will continue, that reporting efforts will continue beyond Phase 1 day -but it seems to have implications for both database schema and data load scripts |
| DONE | 12/17/18 | FOLIO reporting database for eUsage and ERM data | Annika Schroer | FOLIO eUsage App -application will enable harvesting, entering, storing, and providing COUNTER Usage Data -Bjorn Muschall, Kirstin Kemner-Heek |
| TBD | Organization of reporting tickets in JIRA: 5 Epics | Sharon | We'll review the 5 Epics that form the umbrella for all reporting-related tickets in JIRA to better understand what they cover and to consider whether or not there's more to add (e.g., reporting functionality goes where?) | |
| to be confirmed | 1/21/19 | Remaining In-App JIRA issues to review | Holly, Sharon | In-app reports for Scott Perry at UChicago. Sharon update on discussing ARES reporting with UI developer Darcy Brancini. |
| Confirmed | 1/7/19 | Report Candidates for Reporting Functionality | Sharon | Sharon will review list of candidates to recategorize as "reporting functionality" instead of individual reports on the Reporting SIG Master Spreadsheet. |
| to be confirmed | 1/14/19 | Review of In App reporting with Filip, UI designer | -discuss possible candidate for a pilot area to implement in app reporting functionality, such as user management; discuss timing, scope, etc.; best to look for an area where ad hoc reporting is needed | |
| to be confirmed | 1/21/19 | Next update from the Reporting Prototype Subgroup | ||
| TBD | TBD | FOLIO Export Function for Tables: recheck on progress
| Holly | |
| TBD | TBD | In-App Report Review -do they meet our expectations? -are the priorities correct? | ||
| DONE | 10/1/18 | Oct 1 Reporting SIG meeting -How to Assign yourself to your reports in JIRA -Holly's overview of the upload -Holly's review of how to use JIRA filters to find your reports -next steps for Report Protypes | ||
| ? | ? | New schedule for Data Warehouse | ||
| DONE | 8/27/18? | JIRA interface to and tagging for data warehouse reports ("dwreports") and Consortia SIG reports. | Holly, David Dahl | a new interface to the data warehouse reports in JIRA is being drafted, and we are looking at ways to include the Consortia SIG reports; in this meeting, we will look for Reporting SIG feedback on both of these |
| ? | ? | Develop reporting requirements checklist for Product Owners to detail data structure needs for data warehouse; related to Microservice Certification standards; Accessibility SIG is using this approach | ||
| DONE | Review dwreports in production JIRA | Holly | review | |
| ? | ? | Reports and the MARCcat App | Tiziana | |
| Sept 10 | update on Report Prototyping | Workgroup | ||
| Sept 10 | Reporting DataWare Design update | Nassib | ||
| ? | 8/27/18? | Updates on reporting JIRA tickets | Nassib, Vince | Nassib Nassab - Reporting: Reference Implementation UXPROD-943 Vince Bareau - Reporting: Data Lake UXPROD-330 |
| ? | ? | Prioritize all Data Warehouse reports ("dwreports") | Holly, Sharon | after determining how we will track the progress on our reports that use the data warehouse, we will need to add criteria to capture the priority of each report |
| ? | ? | ERM Reporting | ERM Reporting | |
| to be scheduled | to be scheduled | Whiteboarding session with Metridoc to design Data Warehouse | Joe Zucca, Nassib Nassar | |
| ? | ? will require several meetings | Data Warehouse Design Requirements | All | The next step for the Reference Data Warehouse is to bring our request to Technical Council for their thoughts on design of the infrastructure to build it. We'll need to communicate our design requirements, so we'll take a look at what's most important to include. |
| ONGOING | *7/9/18? will require several meetings | Reporting Data Element Verification | POs and SIGs in RM, RA, and MM | Meetings with POs and SIGs to verify availability of data elements for all reports in the Reporting SIG Master Spreadsheet. If Data Elements not available, work with PO for that functional area to generate user story and JIRA ticket to include gaps and/or missing data elements. |
| To be scheduled | ? | Reporting Certification for Microservices | consider what microservices architecture needs to be present to "certify" it for reporting | |
| To be scheduled | ? | Capturing Historical Data for Reporting | Data Migration Subgroup | How do we approach the issue of data migration for historical reporting purposes? Do we add historical data to the data lake as a separate data warehouse? Do we bring historical data into Folio? |
| ONGOING | Best Reporting Tools to use for Folio | All | ||
| To be scheduled | Tags Subgroup Update | Simona Tabacaru | ||
| To be scheduled | Changes to ARL annual reporting | Tod Olson | ||
| To be scheduled | Data Dictionary for Folio Reporting | data storage units define their JSON schema; may be able to generate dictionary automatically (Tod Olson); consider Lunrjs to get JSON; talk to POs about data dictionaries for their areas (e.g., loans) | ||
| DONE | 10/1/18 | Oct 1 Reporting SIG meeting -How to Assign yourself to your reports in JIRA -Holly's overview of the upload -Holly's review of how to use JIRA filters to find your reports -next steps for Report Protypes | ||
| DONE | 10/29/18 | Prioritizing Reports Assigning Yourself to Reports in JIRA | ||
| DONE | 11/26/18 | FOLIO Export function for tables of data
| Holly | -check in with Holly on the status of this |
| DONE | 10/22/18 | Overview of Glint | Nassib Nassar | |
| DONE | 8/6/18 | Reporting Needs for Consortia SIG | David Dahl | David Dahl and other members of the Consortia SIG will attend the Reporting SIG meeting to discuss consortial reporting needs. |
| DONE | 8/13/18 | Review of University of Penn Libraries Metridoc Data Farm Project: Open Source Data Warehousing | Joe Zucca, UPenn | See https://metridoc.library.upenn.edu/ |
| DONE | 7/23/18 | Review of JIRA Tickets for Reporting | Holly, Sharon | Holly and Sharon to walk through current reporting-related tickets being created in and being migrated to the FOLIO JIRA Ticket system |
| DONE | 6/25/18 | Feature Prioritization and Gap analysis | Holly | We will review results for gap analysis on reporting-related topics on the Feature Prioritization spreadsheet being ranked by first implementers this week. We will focus on in app reports, data warehouse, and data elements for the data model. |
| DONE | 6/18/18 | Next Steps for In-app Reporting | Holly Mistlebauer | Holly is stepping in as Interim Product Owner for Reporting until Product Council assigns a permanent Reporting PO. She will be joining us for Reporting SIG meetings and working with other Product Owners on reporting issues. Today, she will discuss next steps for in-app reporting. |
| DONE | 6/18/18 | Add reporting example links to Reporting Requirements Spreadsheet | Sharon, Holly | Please take a second look at the reports you have identified in the Reporting Requirements spreadsheet to make sure there is an example report linked. The examples are proving quite useful for the development of JIRA tickets to generate reporting functionality in FOLIO. |
| DONE | 6/11/18 | BibControl | Ingolf Kuss, Klaus Hoverath | June 11th- A presentation on BibControl will be given by Klaus Hoverath of Triangle Solutions, a company specializing in providing data warehouse, ETL, OLAP and Business Intelligence Solutions. http://www.triangle-solutions.de/ . Their clients are 70% to 80% libraries and that he has currently between 30 and 40 libraries as clients, which are part of the GBV or hbz network . With BibControl, he is a partner of OCLC. See Triangle Solutions flyer for more information. |
| DONE | 6/4/18 | Draft Data Warehouse Proposal Review | Sharon Beltaine | June 4th - We will review and discuss the draft of the Data Warehouse Proposal to be presented to Product Council on Thursday, June 7. |
| DONE | 5/14/18 | Indepth review of session notes from WolfCon | All | |
| DONE | 4/30/18 | Inventory Data Elements and Reporting | Christie Thomas (MM SIG) | Review data elements identified by MM SIG and Data Migration Subgroup from a Reporting perspective. What's missing? How does the data mapping work? What's been identified so far? |
| DONE | 5/7/18 | Data Lake JIRA Ticket Conclusions | Jeremy Huff (TAMU Dev) and Frances Webb (Cornell Dev) joined the Reporting SIG meeting on 4/9/18 to discuss JIRA ticket OKAPI-570 , which had been entered into the Folio Issue Tracker to capture recent discussions about concerns related to the approach taken in JIRA tickets UX-PROD-331 and UX-PROD-332. These are development tickets for building the technical infrastructure to support Folio Data Lake environments. OKAPI-570 details concerns and offers alternative proposals for the implementation of reporting features residing in OKAPI’s core, dereferencing at the time of report generation, the impact of schema mutation on report creation, and implementing message queues as an internal component of reporting and/or OKAPI core. Since then, Vince Bareau has made comments on each of the issues raised in JIRA ticket OKAPI-570, the developers have discussed these issues, and Jeremy Huff has added Conclusions as a follow-up to each of the issues raised in the Google Doc associated with JIRA ticket OKAPI-570 We will review these Conclusions and see if there are any additional questions. | |
| DONE | 4/23/18 | Loan Reports with Loan PO Emma Boettcher | Emma Boettcher | Review reports related to loans to identify gaps, increase understanding, etc. Please attend if you have Circ Loan Reports in the requirements list. |
| DONE | 4/9/18, 4/16/18 | Reporting Topics for WolfCon |
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| DONE | Confirmed for 9am on 4/9/18 | New Strategies for Folio Development to Support Data Lake Reporting: Discussion with Texas A&M and Cornell Developers on new FOLIO JIRA Tickets | Jeremy Huff, Frances Webb | This needs to be at the top of the agenda. |
| DONE | 3/26/18 | UXPROD-331 and UXPROD-332 JIRA Tx Review - Reporting SIG to review tickets entered in JIRA to support development of the external reporting environment (Data Lake/Store/Warehouse) | All | DONE |
| DONE | 2/26/18 | Data Lake POC (Proof of Concept) Project Update | Anne Highsmith, Ryan, Chris, Mark, Matt, Tod | DONE |
| DONE | 3/5/18 | BIRT Report Demo for POC Project | Chris Creswell | DONE |
| DONE | 3/5/18 | Updates on POC Data Lake Project | Matt, Mark, Tod, Anne, Chris, Sharon | DONE |
| DONE | 3/12/18 | Tags Workgroup | Anne-Marie Breaux | DONE |
| DONE | 3/26/18 | Data Elements definition in Data Migration Subgroup | Anne Highsmith | DONE |
| DONE | 4/2/18, 4/9/18, 4/16/18 | Translating Reporting Requirements into Reporting Deliverables | Sharon Beltaine | |
| DONE | 4/2/18 | Review of Folio Feature Backlog with Updates for Data Lake Support | Harry Kaplanian | See https://docs.google.com/spreadsheets/d/15eO29vY2qp-FeUaoA292J-KwDy4c9z8dg-Pfp2fDymw/edit#gid=145190483 |
| DONE | DONE | Call for Tags App Subgroup from PO Ann-Marie Breaux | Sharon, Ingolf | DONE - Simona Tabacuru has joined the Tags App Subgroup |