2017-10-30 Reporting SIG Notes

5min

Attendance, notetaker, additional agenda items?

Sharon

notetaker: Peter Murray

10min

Reporting SIG participants meet our new product owner (Katalin) and developer (Robert)

All

Assumption was made early on that the reporting subsystem could wait until other pieces of the system could be developed.

What is the scope of what we are developing? Historically, libraries have used ad-hoc reporting tools that had access to the production database, and reporting would slow down the system. Focus now is on developing requirements.

10min

Plans for Folio Reporting Tool development

Katalin (PO) and Robert (Dev)

Reporting milestones document from Katalin.

Defining scope: does the reporting tool include import and export? what kind of performance is acceptable (over what size of data)?

10min

Participants share highlights of Reporting Tool business requirements

All

Operational reports and logging of transactional details.

How specific user groups access the collection (for instance, when considering collapsing patron types).

Reporting on employee activity/productivity.

Tying external data to internal data (ambitions/goals of the larger institution, e.g.: reporting of student success outcomes)

Business intelligence – creating new services.

Problem solving, database maintenance, forensics on why or how something happened.

Management report, including data from other systems.

Need to classify reports that have real-time requirement versus others that can be time-shifted.

For the above types of reports, what needs to be done in consortia arrangements?

5min

Follow-up: Results of MARC Subgroup Meeting

Ingolf, Sharon, Joanne, Michael, Scott

tabled

5min

Follow-up: CODEX expert identified to meet with Reporting SIG?

Katalin (PO)

tabled

5min

Plan for coordinating with the Resource Management SIG about reporting codes for acquisitions

All

tabled

5min

Additional questions and answers, action items, follow-ups

All

5min

Build agenda for next meeting (November 6, 2017)

All

-discussion on defining the scope of reporting requirements for Folio

-continued definition of business requirements for reporting, with more synthesis, tagging, etc.

-how do we caputure reporting requirements in other areas of the project (e.g., Resource Management, reporting codes)?

-what level of performance is needed in the Reporting Tool?