2018-10-29 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 | 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 | X | Michael Winkler | OLE | |
X | Joanne Leary | Cornell University | Uschi Klute | GBV | |
X | Michael Patrick | The University of Alabama | X | Holly Mistlebauer | Cornell University |
X | Nassib Nassar | Index Data | X | Angela Zoss | Duke University |
X | Veit Köppen | University Magdeburg |
Discussion items
Item | Who | Notes |
---|---|---|
Assign Notetaker, Take Attendance, Review agenda | Sharon | Today's notetaker: Tod Olson Last week's notetaker: Ingolf Kuss |
Special Note Daylight Savings Time impacts on Meeting Times | Ingolf | We will meet on Oct 29, as usual at 9 AM Eastern U.S. time. This will be 2 PM in central Europe (most European countries turn back the clock on Oct 28). We will meet on Nov 5 as usual at 9 AM Eastern U.S. time (this will then be EST, not daylight saving time EDT, anymore). This will be 3 PM in central Europe (as usual). |
Report Prototype Subgroup | subgroup | need to find the best time to meet this week to look at building circ report Postponed - will schedule time for subgroup to meet this week and take a first pass. |
Prioritizing Your Institution's Reports | Sharon Beltaine | In order to determine the order in which we will prototype our reports for the development of data models for the data warehouse, we need to prioritize them within each functional area (e.g., RM, RA, etc.). Please see the Prioritizing Reports page in the wiki for detailed instructions. -This week, we will review our group's progress on prioritizing reports in the "import and export," "external statistics," and "resource mgmt" worksheets in the Reporting SIG Master Spreadsheet -Monday November 12, 2018 is our target completion date Sharon will reach out to the Batch Loading group on whether they are already taking care of the import-export portion. Questions from Duke via Angela Zoss (Old):
Practical responses:
For next week: focus on metadata management, resource access, and user management. Also focus on identifying reports that require real-time data which have not been identified as in-app, and bring those forward. |
"Real-Time" Reporting Changes | Nassib, Sharon | We will revisit the subject of "real-time" reporting in light of FOLIO technical infrastructure to support a reporting data warehouse environment. It is important to understand the difference between data coming from the AES (Asynchronous Event Service) as logs of transactions and "data at rest." This may require a "reset" of our expectations for "close to real-time" data for our reports. Have been discussions before Nassib came in about in-app reports, and more recent about how to flow data into. Streaming updates will require platform support, and this will Would like to reorganize this to focus on things we need to support requirements of this group. These reqs are focused around creating large variety of reports. Friday, completed first end-to-end prototype of an initial report. Thinking about when and whether to implement streaming update. Foresee that the biggest technical challenge will be to handle updates from distributed microservices arrive out of order. Question for this group: how to think about prioritizing this? A: Close to real-time reports will be hard to implement. This requires to look at the priorities of the reports. We need to review the reports, which ones require real-time data. Can they be turned into an in-app report ? Have been implementing the daily-refresh first. NB: not all in-app reports are confined to a single data domain, some are being developed that have dependencies on other apps. Looking at these on case-by-case basis. Critical to work with POs on this. One critical distinction: unlike data warehouse reports, the in-app reports will be coded into the apps after being defined by the SIGs and not be customizable (with some exceptions in aquisitions). In practice this is working well, take the case of fees/fines, where the SIGs are having an easy time agreeing on what data are in the report, the data will be downloadable as a spreadsheet and manipulable. In the case of in-app reports that may be delated, Important that we know from the functional groups if some of those will be shifted to the data warehouse. |
Assigning Yourself to JIRA Reports | Holly Mistlebauer | Holly walked us through the process of assigning ourselves to our reports in the FOLIO JIRA System. Instructions are provided on this wiki page, which will also contain other JIRA info: Working on a JIRA Issue -review of JIRA report assignments -Monday November 12, 2018 is our target completion date |
Topics for Future Meetings | All | Review and update Topics for Future Reporting SIG Meetings |
Other Topics? | All | Any other topics to discuss today? |
Action items
- Sharon Markus: contact Ann-Marie Breaux (Deactivated) and Christie Thomas regarding the contents of the import-export tab to find out whether the Batch Load group is already taking care of this.
- Sharon Markus: Find a time for the report prototyping subgroup to meet and take a first shot at the building a report against the prototype.
- Angela Zoss (Old): create a page of reporting needs that affect the platform