2020-02-24 Reporting SIG Meeting notes

Date

24 Feb 2020

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	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	X	Tod Olson	University of Chicago
X	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
X	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
X	Sarah Park	Duke University	X	Simona Tabacaru	Texas A&M
	Clint Bellanger	Auburn University	X	Kevin Walker	The University of Alabama
	Ingolf Kuss	hbz		Christie Thomas	University of Chicago
X	Joshua Lambert	Missouri State		Andi Bihler	Munich Technical University Library
	Joanne Leary	Cornell University		Cheryl Malmborg	University of Chicago
X	Michael Patrick	The University of Alabama	X	Vandana Shah	Cornell University
	Nassib Nassar	Index Data	X	Angela Zoss	Duke University
X	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
X	Linda Miller	Cornell University	X	Elena O'Malley	Emerson
X	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
X	Jean Pajerek	Cornell University	X	Nancy Bolduc	Cornell University
X	Cathy Tuohy	Emmanuel College (FLO)	X	Eric Pennington	Texas A&M
	Shirley Moentnish	Missouri State	regrets	Axel Doerrer	University Mainz
X	Stefan Dombek	Leipzig University		Owen Stephens	K-Int

Discussion Items

Item	Who	Notes
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

Action items

Community and Coordination group to discuss how to maintain GDPR compliance for REP 147 and REP 148
Angela Zoss (Old) work with Nassib Nassar to go over names list, create final proposal
Angela Zoss (Old) (?) to share proposed list with POs of SIGs to make sure changed names still make sense