2019-05-06 Reporting SIG Meeting notes

Date

Attendees

Present?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell UniversityXSara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University
XJoyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of Chicago
Tod OlsonUniversity of Chicago
XClaudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

X

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XAnne L. HighsmithTexas A&MXSimona TabacaruTexas A&M

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama
XIngolf Kusshbz
Charlotte WhittIndex Data
XLina LakhiaSOAS

Michael Winkler

OLE
XJoanne LearyCornell University
Uschi KluteGBV
XMichael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

XVeit KöppenUniversity MagdeburgXLisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena OMalley

Emerson


GavinChina     XHolly MistlebauerCornell University







Discussion Items

Item

Who

Notes

AttendanceSharon

Today's Attendance Taker: Ingolf Kuss

Today's notetaker:  Claudius Herkt-Januschek

Last week's notetaker: Angela Zoss

Data Privacy for FOLIO ReportingALL

A small, short-term subgroup needs to be formed (minimum 3 people) of the Reporting SIG to work on Data Privacy for Reporting and for the LDP Data Warehouse. Joyce Chapman has volunteered; we need 2 more volunteers to work on this subgroup.

Tasks:

  • capture "Reporting Data Privacy" requirements and issues in the Reporting SIG wiki
  • build a survey about current practices
  • work out recommendations on an approach to anonymizing data
  • What data should be removed from extraction as we build the LDP Reporting Data Warehouse?
  • European standard for GDPR?
  • Maybe capture in JIRA as an LDP feature?

Interaction is needed with User Management SIG, SysOps SIG (Ingolf) and maybe Privacy SIG (currently not active). Results have to be brought to the Product Council.

Reporting Feature Requests ReviewNassib/Sharon/Holly

Nassib presents a helpful Wiki page on Feature Requests for LDP-based Reporting. You will need this when you find that for a certain report the database does not have all the necessary features. The Wiki page explains how to add new requests to JIRA an how to view existing ones.

In comparison we take a look at a related, but different reporting JIRA EPIC: UXPROD-943, to see how we are capturing miscellaneous reporting-related tickets here. It is for general requests in reporting.

Report Prioritization for Development in Data WarehouseALL

We review the RPWG Project List for the Report Prototype Working Group which contains 8 entries at the moment. The SIG agrees that these are high prioritity and represent a useful set of different aspects of reporting.

We discuss the priorization of the entries and decide as follows:

  1. Collections Use (almost done)
  2. Services Usage (work in progress)
  3. Shelf List Location
  4. External Statistics

The prototype report on Expenditures is also very important but cannot be modeled yet as there are no data elements available so far. Expenditure-related data elements should be integrated into all collection reports to get most meaningful reports.

This SIG will continue this process to review the priorities for the RPWG.

Additional Topics?All No additional topics
Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 

Action items

  • Sharon Beltaine will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
  • Sharon Beltaine to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG
  • Sharon Beltaine will update the Reporting Functionality ID numbering system