2018-06-18 Reporting SIG notes
- Sharon Markus
- Kevin Walker
- Tod Olson
- Herkt-Januschek, Claudius
Date
Attendees
| Present? | Name | Organization | Present? | Name | Organization |
|---|---|---|---|---|---|
| X | Sharon Beltaine | Cornell University | Peter Murray | Index Data | |
| Elizabeth Berney | Duke University | Erin Nettifee | Duke University | ||
| Joyce Chapman | Duke University | Karen Newbery | Duke University | ||
| Elizabeth Edwards | University of Chicago | X | Tod Olson | University of Chicago | |
| X | Claudius Herkt-Januschek | SUB Hamburg | X | Scott Perry | University of Chicago |
| X | Doreen Herold | Lehigh University | Robert Sass | Qulto | |
| Anne L. Highsmith | Texas A&M | X | Simona Tabacaru | Texas A&M | |
| Vince Bareau | EBSCO | Mark Veksler | EBSCO | ||
| Harry Kaplanian | EBSCO | X | Kevin Walker | The University of Alabama | |
| X | Ingolf Kuss | hbz | Charlotte Whitt | Index Data | |
| Lina Lakhia | SOAS | Michael Winkler | OLE | ||
| X | Joanne Leary | Cornell University | Uschi Klute | GBV | |
| Michael Patrick | The University of Alabama | X | Holly Mistlebauer | Cornell University | |
Discussion items
| Item | Who | Notes |
|---|---|---|
| Assign Notetaker, Take Attendance, Review agenda | Sharon | Today's notetaker: Claudius Herkt Last week's notetaker: Sharon Beltaine |
| Gap Analysis and Reporting | Holly Mistlebauer | Holly discusses the Gap Analysis currently underway to identify project issues and prioritize them: Early implementers get access to a feature priorization spreadsheet, which allows each institution to specify their individual priorities. This helps developers to deliver the needed features on time. |
| Next Steps for In-app Reporting | Holly Mistlebauer | Holly reviews her work to move In-App Report work into JIRA tickets along with other POs, and discusses next steps for in-app reporting. -All Product Owners are trying to get In-App reports identified for upcoming gap analysis. -Holly added a new "In-App Report" worksheet to Reporting SIG Master Spreadsheet, which lists each in app report with its associated JIRA ticket and gets crossreferenced with the original report listed in the rest of the spreadsheet. -Holly is working with the rest of the Product Owners to turn our In-App Report candidates into JIRA tickets for developers to build within the appropriate microservice; the Product Owners are reviewing the Reporting SIG Master Spreadsheet to identify In-App Reports and document them in JIRA tickets for development. -It is important that In-App Reports are identified and documented for the FOLIO project gap analysis that is underway; we need to understand how much work needs to be done to build the FOLIO release. -In the spreadsheet a new column is introduced telling for every report whether it is an In-App Report or not, and who is responsible. If the entry says "Online" this means that this report does not require a reporting functionality because in FOLIO it will be possibile to retrieve all the information needed directly from the system via filters. -We will continue to discuss In App reports in our upcoming Reporting SIG meetings so Holly can bring questions Product Owners may have as they work through our list of reports. Important Notes to Reporting SIG members:
|
| Reporting JIRA Tickets | Holly Mistlebauer | Please note that 3 new FOLIO JIRA tickets have been added to describe tasks for the Reporting SIG: UXPROD-862 Create a Reporting Dashboard UXPROD-863 Identify Data Elements Needed for Reporting UXPROD-865 Build a Data Dictionary for Reporting |
| Inventory Definition Feedback Requested | MM SIG | Laura Wright from the MM SIG has requested feedback from the rest of the SIGs on this working definition of Inventory: https://discuss.folio.org/t/folio-inventory-a-working-definition/1861 |
| Data Warehouse Proposal review | Sharon, Tod, Kevin | Sharon presented the Reporting SIG's Reference Data Warehouse Environment Proposal to Product Council on 6/7/18: See the full written proposal: Reporting SIG Proposal to FOLIO Product Council for a Reference Data Warehouse See the presentation slides: Data Ware House Proposal Presentation -presentation was well received and generated some additional questions -the data warehouse will need developer and other resources so Product Council decided that this will be prioritized in the Epic process and resources will be assigned according to priorities and the Technical Council should review the Reporting SIG’s proposal -New JIRA ticket created for Data Warehouse development: see UXPROD-864 -Cate Boerema suggested a development team be assembled right away; Sharon meeting with Holly Mistlebauer and Mike Winkler to identify staffing for data warehouse development team -questions on distinction between data lake vs data warehouse, proof of concept vs "reference" environment -questions about the source of the data for the data warehouse -Christopher Spaulding suggested bringing the technical design to the new Technical Council -reps from participating institutions in support of data warehouse development |
| Other Topics? | All | Any other topics to discuss today? |
| Topics for Future Meetings | All | Next week's meeting focus: Reporting Data Element Verification for Inventory Application Review and update Topics for Future Reporting SIG Meetings |