2018-07-09 Reporting SIG notes
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 | |
Claudius Herkt-Januschek | SUB Hamburg | X | Scott Perry | University of Chicago | |
X | Doreen Herold | Lehigh University | Robert Sass | Qulto | |
X | Anne L. Highsmith | Texas A&M | 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 | |
X | 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 notetakers: Sharon Beltaine and Holly Mistlebauer Last week's notetaker: Ingolf Kuss |
Gap Analysis | Holly | Holly will report on the results of the Gap Analysis work done last week Status from weekly OLE Project Report distributed July 6th: The evaluation of the gap analysis exercise (aka feature prioritization) is in full swing. Mark Veksler has created a spreadsheet process that uses the responses from the exercise, along with date of implementation, to calculate a priority for each feature. The process then uses the available capacity of each development team to determine if the work required of that team will be able to get done in the period of time it needs to. Right now we only have a draft version of the spreadsheet because we need to:
After the three items above are taken care of, we will produce an updated version of Mark’s nifty spreadsheet for the product owners to review. They will look for:
When the product owners are done looking at the spreadsheet, it will be available for sharing. We are already noticing places where we need more developers, so additional resources or shifting of current resources will be necessary. Work for the Q3 2018 release officially started today, so we need to move quickly so that we are working on the correct features. NOTES -Holly to share final gap analysis results next meeting -plan will be set up to allow for trying different scenarios for Go Live -data warehouse named a Go Live priority for all institutions except Chalmers (which has a unique implementation) -"verification that reporting tools work with data warehouse" issue added by Tod and named a Go Live priority by all institutions but Chalmers |
Next Steps for External Reports | ALL | Holly will describe the next steps for the "external" (not "in app") reports we have documented in the Reporting SIG Master Spreadsheet. She is working on bringing these reports into the Folio Project JIRA.
NOTES -general reporting issues (e.g., data warehouse, external reports) will include the label "reporting" and the prefix "REP" in the FOLIO JIRA system -in app report issues will have the label "appreports" in the FOLIO JIRA system -to see JIRA reporting issues entered, search on Holly's name as owner -Holly will enter external reports showing the contact person for each report; contacts will set themselves (or someone else at their institutions) as "Assignee" if they will be generating that report -If you would like to be a member of the FOLIO Reporting JIRA group, which automatically sets you up to watch all reporting issues (notifications), please send your FOLIO JIRA username to Holly Mistlebauer at HLM7@cornell.edu. Please use "Reporting JIRA" as the subject line in your request. FOLLOW-UP Holly has created 6 shared filters (aka queries, reports) in JIRA:
To make these 6 shared filters readily accessible when you log into JIRA, please follow these steps:
|
Data Elements for Inventory Application | Anne, Sharon | Review the work currently underway to build a data model for the Inventory application. First implementers are working together to map data elements from their current LMS environments to the new Folio data elements. |
Link Your "Yes-In App" Reports | All | (Reminder) Important Notes to Reporting SIG members:
|
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 |