2018-11-12 Reporting SIG notes
Date
Nov 12, 2018
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 |
| 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 |
| Nassib Nassar | Index Data | X | Angela Zoss | Duke University |
| Veit Köppen | University Magdeburg |
| Anna Knyazeva | New attendee |
Discussion items
Item | Who | Notes |
|---|---|---|
Assign Notetaker, Take Attendance, Review agenda | Sharon | Today's notetaker: Tod Olson Last week's notetaker: Sharon Beltaine |
Report Prototype Subgroup | Sharon, Nassib, Kevin, Tod, Angela | Update from group on experiences with connecting to the FOLIO reporting database to test out building the loan report from BIRT, Tableau, Aqua Data Studio, R, Access, and possibly other applications (Excel). Last meeting was Wed Nov 7 from 3-4pm EST. Next meetings scheduled for Mon Nov 12 and Mon Nov 19. Nassib is still setting up access, we hope to get access and connections today. |
Real-Time Data Reports | All | Reporting SIG members were asked at last week's meeting to identify reports that require real-time data which have not been identified as in-app, and bring those forward. We will review and discuss these reports.
Holly is in communication with the POs about in-app reports, we should make sure we bring her into the loop on any of these. If there is a question about whether a report is in-app, just make the JIRA ticket anyhow. If it is in-app, Holly can move it. U. Alabama working on an Assessment module with some canned reports. See recording of Nov 1 FOLIO Forum at time signature 47:12. We don't have a clear idea of what reporting is planned for import/export. @Sharon Markus will reach out to @Ann-Marie Breaux (Deactivated). Expect cross-app real-time needs, especially where User Management and Resource Access interact. |
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.
Most have institutions have made significant progress, but not quite complete. |
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
We expect the SIG members will create and share some of these reports. Will need to address the mechanisms for sharing the reports. |
Topics for Future Meetings | All | Review and update Topics for Future Reporting SIG Meetings |
Other Topics? | All | Any other topics to discuss today? |