2020-03-02 Reporting SIG Meeting notes

Date

02 Mar 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
X	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
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
X	Linda Miller	Cornell University		Elena O'Malley	Emerson
X	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
X	Jean Pajerek	Cornell University		Nancy Bolduc	Cornell University
	Cathy Tuohy	Emmanuel College (FLO)	X	Eric Pennington	Texas A&M
X	Shirley Moentnish	Missouri State	X	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: 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

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