2019-03-04 Reporting SIG Meeting 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

Linda Miller

Cornell University

Philip Robinson

Cornell University

Filip Jakobsen (guest)

Samhaeng

X

Jackie Gottlieb

Assign Notetaker, Take Attendance, Review agenda

Sharon

Today's notetaker:

Last week's notetaker: Tod Olson and Ingolf Kuss

In App Reporting

Filip Jakobsen, Holly Mistlebauer

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

• introductions

• Filip's vision for in app reporting

• Reporting SIG members: questions, comments, discussion

NOTES

-form filler functionality discussed with ERM is similar to Filip's vision for in app reporting

-we have search and filter functionality in FOLIO today; could save templates as form

-many reports we are doing today could be delivered as in app reports

-logic of having a checkbox, search, and filter with csv download

-if we build search/filter/checkbox functionality into the applications (see UI prototype design below), we could deliver many in app reports

-add "associated records" to application window to allow user to select data elements from different apps

-(Tod) fits well with moving away from Stripes toward GraphQL

-(Nassib) workflow engine could orchestrate representation

-(Tod) if we make templates, need to make sure they could be called from an API and a workflow

Related issues we have discussed and we will discuss further at future meeting

• distinction between in-app reports and LDP datawarehouse reports: real-time data vs day-old data

• review JIRA tickets for in-app reports

• details on the interface to pull data out of different applications

• timeframe, project planning for in app report (features) development

• 2 basic types of in-app reports: Excel exports and other more detailed reports

• discuss possible candidate for a pilot area to implement in-app reporting functionality; discuss timing, scope, etc.; best to look for an area where ad hoc reporting is needed (user management?)

• 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

• Looking for feedback from Reporting SIG members: Are we going in the right direction?

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings 

Other Topics?

All

Any other topics to discuss today?