2019-02-04 Reporting SIG notes

Sharon Beltaine

Cornell University

Sara Colglazier

Mount Holyoke College/Five Colleges

Elizabeth Berney

Duke University

Erin Nettifee

Duke University

Joyce Chapman

Duke University

Karen Newbery

Duke University

Elizabeth Edwards

University of Chicago

Tod Olson

University of Chicago

Claudius Herkt-Januschek

SUB Hamburg

Scott Perry

University of Chicago

Doreen Herold

Lehigh University

Stefan Stadtherr

MPIL Heidelberg

Anne L. Highsmith

Texas A&M

Simona Tabacaru

Texas A&M

Harry Kaplanian

EBSCO

Kevin Walker

The University of Alabama

Ingolf Kuss

hbz

Charlotte Whitt

Index Data

Lina Lakhia

SOAS

Michael Winkler

OLE

Joanne Leary

Cornell University

Uschi Klute

GBV

Michael Patrick

The University of Alabama

Holly Mistlebauer

Cornell University

Nassib Nassar

Index Data

Angela Zoss

Duke University

Veit Köppen

University Magdeburg

Lisa DeCarolis

Smith College/Five Colleges

Jackie Gottlieb

(Guest) Duke

Linda Miller

Cornell University

Emma Boettcher

(Guest) Loan PO / University of Chicago

Assign Notetaker, Take Attendance, Review agenda

Sharon

Today's notetaker: Tod Olson

Last week's notetaker: Angela Zoss

Reporting SIG interest in WolfCon?

Sharon

From PC Exec....

There will not be a full-fledged WOLF Con this year and originally plans were for a developers-only F2F in May. However, there has been strong feeling that there should be a chance for SIG members to meet, also. We are surveying SIG conveners – does your SIG need/want a F2F meeting? Please fill out the spreadsheet below. Some of you may be surprised to find that somebody has already given reasons for your group to come. J

Please keep these issues in mind:

Institutions will bear the full cost of sending their people – there might even be a slight meeting charge

We are currently looking at two site options and I believe both have limits, so we can’t accommodate 200+ as we did last year

Your SIG should have concrete goals for the meeting

----

Ideas:

• Getting more concrete on reporting prototype: training, info share, building.

• Valuable to get real hands-on experience - training.

• Meet with Resource Access/Metadata Management app-interaction group.

In App Reporting

Holly/Emma/Filip Jakobsen

Filip joins this week's Reporting SIG meeting to provide an overview of his vision for in-app reporting in FOLIO.

First, Holly will quickly review the current "types" of in-app reports we have:

• What we "officially" call in-app reports (Examples)

• What we call exports (Example)

Next Emma will show the Overdue Loans in-app report she has been working on with the RA SIG.  This report actually goes beyond the original basic definition of an in-app report.

Filip will then present his long-term vision of in-app reporting.  How does this differ from what we are doing now?  What additional functionality will users have?  Will this meet our real time data needs?

----

(Filip not online, Emma and Holly with do their parts now)

In-App vs. Data Warehouse Reports - @Holly Mistlebauer.

• The distinction documented here is under review and may well change with Filip's input.

• A number of reports have been taken on as in-app, these have been what you might call "static reports", like patrons that owe over N amount of fines, which everyone will want.

• Have also been talking about exports to CSV, which are similar data to static reports but can be sent to a spreadsheet.

• First person to implement an in-app report is @Emma Boettcher, who is doing this in loans for the RA SIG.

• Trying to show what we're doing now, what Filip has in might is looking more to the future.

• Looking for feedback from RPT to see if we're going in the right direction.

Overdue loans in-app report - @Emma Boettcher

• List of overdue loans for multiple users

• Want to display in UI and be able to download as spreadsheet

• Want to run from within the UI, need a consistent location.

• Occasionally want to run different versions of this report at different places in the institution

  • would like to have simple run-time options

Questions/Discussion

• How will this evolve? In other areas, have started with fixed behavior, then add options later.

• What is the model for export to CSV? This looks different from user's open loans?

  • This is different because it includes open and closed loans.

Next Steps - Find a time when Filip can attend and reschedule rest of presentation.

Topics for Future Meetings

All

Feb 11 Meeting: "Reporting SIG 101" training will be provided by Sharon and Holly (and any long-time members who would like to join) to help our newest members learn the ropes.

Review and update Topics for Future Reporting SIG Meetings 

Other Topics?

All

Any other topics to discuss today?