2020-03-02 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: Team Leads for project updates, Angela Zoss

• Last week's note-taker: Vandana Shah

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: 

  • status of JIRA tickets, review of process (Angela will share update in March 2 meeting)

  • GDPR compliance issues in process, too soon to say what the strategy will be, but plan is for compliance by mvp

  • discussed strategy for getting ERM into the LDP (focus on high-priority reports)

  • notetaking strategy - have team and topic leaders guide notetaking to ensure accuracy 

• RA/UM Working Group: Everyone has made progress with the prototypes and queries listed in last week's notes. Next week, we hope to have a few completed prototypes and queries.

• MM Working Group:

  • Five prototypes currently underway. 

  • 3-4 of the current JIRA tickets could use further refinement

  • 2-3 of the current JIRA tickets may warrant being broken out into 2 or more tickets, based on a variety of approaches that might be taken to pull the desired data.

  • Will touch base with Laura Wright (MM SIG) to get updates on status of current prototypes and to discuss ticket refinement.

• RM/ERM Working Group:

  • Linda and Nancy working on prototype (3/17) and query (3/24) for REP-61 as a model for the UXPROD-2254 RM-Count Cluster

    • Met with Laura Wright from the MM group to have a better understanding of the Inventory Storage data

      Discussed E-books and E-journals and how to report on them in Folio

    • Working on dividing the cluster into sub-categories

    • Prototype in progress and making good progress.

  • Scott and Sharon working on prototype (3/10) and query (3/24) for Invoice Expenditures as costs model for the UXPROD-2255 RM-Costs Cluster

  • Owen, Matt, Axel, and Martina to work on ERM prototypes and queries

  • Sarah Park to join this subgroup after she finishes up work on her RA project

• Note on Inventory documentation: Angela has set up FOLIO Data Model Documentation to capture useful resources for learning about the data model in different apps. Inventory has some information there.

JIRA Ticket Prototype and Query Workflow Review

Angela

Angela will walk us through the process of completing report Prototype and Query tickets in the new workflows for these processes.

• New JIRA project and issue types allow us to track prototypes and queries with more granularity

• Updated instructions at Report Prototypes

• Main changes involve movement from development into testing (more formal stages)

• For query developers, there's a new suggested process for GitHub, will hopefully be easier and more clear to others looking at our queries

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