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2018-02-12 Reporting SIG Notes

2018-02-12 Reporting SIG Notes

Feb 12, 2018

Date

Feb 12, 2018

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

x

Vince Bareau

EBSCO

 

Katalin Lovagne Szucs

Qulto

x

Sharon Beltaine

Cornell University

 

John McDonald

EBSCO

x

Elizabeth Berney

Duke University

x

Peter Murray

Index Data

 

Ginny Boyer

Duke University

 

Erin Nettifee

Duke University

 

Joyce Chapman

Duke University

x

Karen Newbery

Duke University

 

Elizabeth Edwards

University of Chicago

x

Tod Olson

University of Chicago

x

Claudius Herkt-Januschek

SUB Hamburg

 

Scott Perry

University of Chicago

x

Doreen Herold

Lehigh University

 

Robert Sass

Qulto

 

Anne L. Highsmith

Texas A&M

x

Simona Tabacuru

Texas A&M

 

Filip Jakobsen

Index Data

x

Mark Veksler

EBSCO

 

Harry Kaplanian

EBSCO

 

Kevin Walker

The University of Alabama

 

Ingolf Kuss

hbz

 

Charlotte Whitt

Index Data

 

Lina Lakhia

SOAS

 

Michael Winkler

Cornell University

x

Joanne Leary

Cornell University

x

Christine Wise

SOAS

x

Michael Patrick

 

 

 

 

 

Goals

  • communication and projects on the Reporting SIG

  • Reporting Tools currently used

  • Resource/Format working group needs rep(s) from Reporting SIG

  • plan future topics

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

 

Assign notetaker,

take attendance,

review agenda

Sharon

Previous Notetaker: Ingolf Kuss

Today's Notetaker: Doreen Herold

 

Welcome

Mark, Karen, Elizabeth

Welcome new members:

  • Mark Veksler, EBSCO

  • Karen Newbery, Duke University

  • Elizabeth Berney, Duke University

 

Communication and Projects

 Sharon

Communication on the Folio project:

 

Resource/Format Working Group

Charlotte

Resource/Format Working Group (note from Charlotte Whitt)

  • MM-SIG and RA-SIG have just started a joint working group discussing the metadata elements: Resource Types, Format, and Material type

  • this working group needs 1 or 2 representatives from the Reporting SIG to participate

  • link to the wiki page for the working group: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4653994

  • If you have questions feel free to write back to Charlotte Whitt or Lynn Whittenberger (convener of the MM-SIG).

  • what reps from the Reporting SIG can participate in this working group?

    • Please send Sharon an email if you are interested in participating

 

Current Reporting Tools

All

Review of Current Reporting Tools used by Reporting SIG participants

 

Data Lake POC

Harry, Mark

EBSCO is preparing to set up a test data lake instance in Folio as a POC (Proof of Concept) and has asked to have someone from the Reporting SIG build a test report in an area likely to have some data (e.g., Patrons, Circ, Inventory). A small working group is forming to assist with this project.

  • 3 week project to develop POC

  • learn about technical complexities re: building a data lake and exposing the data in the lake to an external report writing tool

  • data from FOLIO, dumped in lake, and work to write a report utilitizing that data to determine capabilities

  • use the tool (determine which tool), develop simple report (which report to build) within 3 week time period

  • need a contact from Reporting SIG

  • Sharon is looking for a small work group (who will write report, determine best tool, what data to use for POC (e.g. circ data? Anne Highsmith has already been doing some work we can piggyback on), identify migration issues)

  • Important questions to answer:

    • What's the best data to use?

    • What's the best tool?

  • Focus should be on the ability to fill the data lake and make it accessible to generate a successful report

  • Data lake will receive data in different formats; we want to have a system that is flexible for a variety of tools to extract data and create reports

    • Please send Sharon an email if you are interested in participating in defining the report

    • Staff at EBSCO will work with this group to determine the details needed for the final outcome

 

Next Meeting Agenda

 

Future Meeting Topics:

  • More on the Data Lake POC project

  • Data Warehouse/Lake Design (Christina Raus)

  • Data Lake architecture overview

  • Consortial Reporting Needs identified by the Consortia SIG

  • Data Migration subgroup activities

  • Reporting Deliverables in the FOLIO Feature Backlog (formerly: V1 Dev & Milestone plan 2)

  • Data Dictionary

  • More topics?

Action items