2019-05-13 Reporting SIG Meeting notes

Date

13 May 2019

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Sharon Beltaine	Cornell University	x	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	x	Scott Perry	University of Chicago
x	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
x	Anne L. Highsmith	Texas A&M	x	Simona Tabacaru	Texas A&M
	Harry Kaplanian	EBSCO	x	Kevin Walker	The University of Alabama
x	Ingolf Kuss	hbz		Charlotte Whitt	Index Data
	Lina Lakhia	SOAS		Michael Winkler	OLE
x	Joanne Leary	Cornell University		Uschi Klute	GBV
x	Michael Patrick	The University of Alabama	x	Vandana Shah	Cornell University
x	Nassib Nassar	Index Data	x	Angela Zoss	Duke University
x	Veit Köppen	University Magdeburg	x	Lisa DeCarolis	Smith College/Five Colleges
x	Linda Miller	Cornell University	x	Elena OMalley	Emerson
	Gavin	China		Holly Mistlebauer	Cornell University

Discussion Items

Item	Who	Notes
Attendance	Sharon	Today's Attendance Taker: Today's notetaker: Kevin Walker Last week's notetaker: Claudius Herkt-Januschek
Data Privacy for FOLIO Reporting	ALL	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 may need to be brought to the Product Council. Notes: Ingolf Kuss will join this effort Lisa DeCarolis will check for volunteers within the Five Colleges
Report Prioritization for Development in Data Warehouse	ALL	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. Today's focus will be Resource Management: Digital Stocks (ID243-247) and Newspapers (ID250-ID261) and Resources Access Notes: Ingolf and Veit will join Tuesday meeting to discuss these reports Financial systems are not yet built, but the API documentation does include some indicators related to "finance and orders" (https://dev.folio.org/reference/api/#finance) Can start prototyping external stats without expenditures, then add these indicators later if possible May also be some indicators of interest under https://dev.folio.org/reference/api/#mod-orders-storage Renewals and loan counts will be other topics of focus for this group renewalCount element can be found in the API documentation here: https://s3.amazonaws.com/foliodocs/api/mod-circulation-storage/p/loan-storage.html#loan_storage_loans_post
Additional Topics?	All	No additional topics
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings

Action items

Sharon Markus will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
Sharon Markus to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG

Sharon Markus will update the Reporting Functionality ID numbering system