2019-06-10 Reporting SIG Meeting notes

2019-06-10 Reporting SIG Meeting notes

Date

Jun 10, 2019

Attendees

Present?

Name

Organization

Present?

Name

Organization

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

X

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

 

Simona Tabacaru

Texas A&M

 

Harry Kaplanian

EBSCO

X

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

X

Michael Patrick

The University of Alabama

X

Vandana Shah

Cornell University

X

Nassib Nassar

Index Data

X

Angela Zoss

Duke University

 

Veit Köppen

University Magdeburg

 

Lisa DeCarolis

Smith College/Five Colleges

X

Linda Miller

Cornell University

X

Elena O'Malley

Emerson

 

Gavin

China

     

Holly Mistlebauer

Cornell University

 

Ann Crowley

Cornell

X

Eric Pennington

Texas A&M

 

Veit Köppen

 

 

 

 

 

 

 

 

 

 


Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance

Sharon

Today's Attendance Taker: Linda Miller

Today's notetaker:  Vandana Shah

Last week's notetaker: Tod Olson

Updates on Reporting SIG Meeting Schedule

Sharon

Reminder: Please note that we will not hold a Reporting SIG meeting on Monday, June 17 from 9-10am EDT, due to a conflict with the Plenary Presentation at the FOLIO conference in DC.

Report Prioritization for Development in Data Warehouse

All

We will review the RPWG Project List for the Report Prototype Working Group with updates from those who are working on each of the current report prototypes in progress. Please provide feedback on the prioritization of these projects as a representative of your institution.

Notes:

@Sharon Markus went through the list of 20 In App Resource Management reports. Most of the 'open orders' reports can be combined. These may need to be in both In App and data warehouse versions; the In App ones will contain a smaller number of elements, but we need to also have reports with more a more detailed list of elements, so as to tie in some of the information with other reports.  From the list of 20, several were re-classified as data warehouse (REP) reports.

@E Pennington discussed the Shelf List Location report data model. How exactly the 'last transaction date' and 'historic charges' elements will be included is still not completely clear, but the report is ready for data modeling at this point.

@Holly Mistlebauer added filters for functional areas in JIRA, making it easier to identify reports containing issues related to specific areas on interest: see Viewing Reporting JIRA Issues with Filters

@Vandana Shah reported that there ere no new updates from the Data Privacy Subgroup, but we hope to have some by the next meeting.

 

JIRA Updates

 

Holly added a whole new set of JIRA issue filters so you can see reports by functional area. See the Reporting JIRA Issues Filters page. 

-UXPROD in app report issues now include Report IDs from the Master Spreadsheet, the functional areas, and the report contacts

-filters have been added for each functional area

Data Privacy for FOLIO Reporting

All

Any updates or questions from the Data Privacy Subgroup?

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