2018-08-27 Reporting SIG notes

A small workgroup within the Reporting SIG is being formed to design our initial report prototypes for the data warehouse. Please let Sharon know if you would like to participate in this effort. We are looking to start with report prototypes in the areas of circulation, inventory, and potentially users.

• Many Reporting SIG members would like to participate. Shall we use the Reporting SIG meetings for this work?
• What is Nassib's timeframe?

Notes:

-schedule one meeting soon

-select a few reports as examples representative of the larger set of reports

-select some reports that would be simple and quick to implement

-flesh out reports at schematic level; see what transformations are needed

-looking for a small number of people to flesh out an example quickly: Sharon, Tod, Nassib, Kevin, Scott, Charlotte (Inventory)

-Nassib: would be useful to have a report prototype example with a dataset that has been transformed for some purpose (e.g., interaction with university financial system); Scott will provide this for the small workgroup

Holly has drafted a new interface to the data warehouse reports for the FOLIO JIRA ticketing system, including ways to include Consortia SIG reports. She will look for Reporting SIG feedback on both of these. The two tracking systems will be cross-linked.

-need to make sure "Related Functional Areas" dropdown menu items are correct and complete

-need to clean up ID numbers (i.e., remove DB XX, etc.)

-timing to upload reports into production JIRA

Notes:

-Holly showed group new interface to track reports in JIRA

-custom fields in JIRA: ID (report ID number which links from Reporting SIG Master Spreadsheet); related functional area (can add more than , Test Reporting Application, Test Dataset used, and Results of Test

-Email Holly if would like to be on the list of people to be notified if there are additions and significant changes to reports in JIRA

-you can also make yourself a watcher of reports (if you want to choose specific reports to monitor)

-Reporting SIG response was that this interface would work well to start (we can always make changes later)

-Holly will upload our reports into the JIRA system

Review How to Add a New Report

-if you need to add a new report, be sure to follow the instructions in How to Add a Report to make sure the information is synchronized; be sure to add new reports to the end of the list

Review and update Topics for Future Reporting SIG Meetings