2020-02-24 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

Jean Pajerek

Cornell University

Tod Olson

University of Chicago

Claudius Herkt-Januschek

SUB Hamburg

Scott Perry

University of Chicago

Doreen Herold

Lehigh University

Stefan Stadtherr

MPIL Heidelberg

Sarah Park

Duke University

Simona Tabacaru

Texas A&M

Clint Bellanger

Auburn University

Kevin Walker

The University of Alabama

Ingolf Kuss

hbz

Christie Thomas

University of Chicago

Joshua Lambert

Missouri State

Andi Bihler

Munich Technical University Library

Joanne Leary

Cornell University

Cheryl Malmborg

University of Chicago

Michael Patrick

The University of Alabama

Vandana Shah

Cornell University

Nassib Nassar

Index Data

Angela Zoss

Duke University

Veit Köppen

University Magdeburg

Lisa DeCarolis

Smith College/Five Colleges

Linda Miller

Cornell University

Elena O'Malley

Emerson

Matt Harrington

Duke University

Holly Mistlebauer

Cornell University

Jean Pajerek

Cornell University

Nancy Bolduc

Cornell University

Cathy Tuohy

Emmanuel College (FLO)

Eric Pennington

Texas A&M

Shirley Moentnish

Missouri State

Axel Doerrer

University Mainz

Stefan Dombek

Leipzig University

Owen Stephens

K-Int

Administrative Items

Sharon

Administrative

• Today's attendance-taker: Linda Miller

• Today's note-taker: Vandana Shah

• Last week's note-taker: Eric Pennington

Updates from Various Reporting Related Groups and Efforts

Community & Coordination, Reporting Subgroup Leads

Project updates

The Reporting SIG is using small working groups to address priorities and complete our work.  Each week, we will provide updates to the Reporting SIG from these various reporting-related groups and efforts.

• Community & Coordination: Angela will take the lead on creating JIRA tickets for prototypes and queries, which can then be updated by team leads. Details are still under discussion. Query status in GitHub is also under discussion.

• RA/UM Working Group:

  • Clint Bellanger is developing the Collections Use Cluster query (UXPROD-1915)

  • Sarah Park is developing the Requests Cluster query (UXPROD-2029)

  • Cheryl Malmborg is developing the Fines/Fees Cluster prototype (UXPROD-2023)

  • Vandana Shah is developing the Claims Returned prototype and query, and the Slips/Notices prototype and query (waiting on data element for slips/notices) (UXPROD-2020, UXPROD-2032)

  • Eliana Lima and Natalya Pikulik will each pick a cluster to prototype this week

Link to Google doc with RA clusters and assignments: https://docs.google.com/spreadsheets/d/1-pxdv6RT4l-FGaMU3qZTP4Guk7v5t04L8eU1ks2g4wk/edit?usp=sharing

• MM Working Group:

  • @Kevin Walker touched base with @Laura E Daniels in the MM SIG to discuss plans for moving things forward. 

  • MM SIG is working to refine JIRA tickets where necessary and are currently working on 1-2 prototypes. 

  • This week @Kevin Walker will work to finalize the list of needs for JIRA ticket refinement, as well as determine which prototypes MM SIG will complete. Prototypes not claimed by MM SIG members will be assigned to Reporting SIG members. 

• RM/ERM Working Group:

  • @Dennis Bridges met with the group last week to provide updates on finance-related apps to help us determine which RM LDP reports can be retired because they will be covered by functionality in finance FOLIO apps

  • @Axel Dörrer from Mainz is a new member of the group

  • Linda Miller and Nancy Bolduc working on the UXPROD-2254 RM-Count Cluster

  • Scott Perry and Sharon Beltaine working on the UXPROD-2255 RM-Costs Cluster

  • Sharon Beltaine working the RM - Cost Per Use Prototype

New Slack Channels for Working Groups

We have created Slack channels for the new Working Groups, in case they wish to use them for their own intra-WG discussion:

• #reporting-mm-wg

• #reporting-ra-um-wg

• #reporting-rm-erm-wg

Time to Rank your Reporting Clusters

All

Reminder: The MVP project managers are interested in getting all the MVP tickets ranked by each institution. If your institution has still not ranked the reporting clusters, please urge them to do so soon. We need this for both MVP and prioritization for what reports to build next within the Reporting SIG. Thank you!

• In Jira reports are REP, then they become grouped as Clusters, then UXPROD (rank these)

• You can find all the report clusters in JIRA by searching on the report-cluster label

• If you're not comfortable in JIRA, feel free to ask Sharon for a report cluster list

Additional Topics?

All 

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings