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2020-04-06 Reporting SIG Meeting notes

2020-04-06 Reporting SIG Meeting notes

Apr 10, 2020

Date

Apr 6, 2020

Attendees

Present?

Name

Organization

Present?

Name

Organization

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

X

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

 

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

X

Elena O'Malley

Emerson

X

Matt Harrington

Duke University

     

Holly Mistlebauer

Cornell University

X

Jean Pajerek

Cornell University

X

Nancy Bolduc

Cornell University

 

Cathy Tuohy

Emmanuel College (FLO)

X

Eric Pennington

Texas A&M

 

Shirley Moentnish

Missouri State

X

Axel Doerrer

University Mainz

 

Stefan Dombek

Leipzig University

 

Owen Stephens

K-Int

X

Natalya Pikulik

Cornell University

 

 

 


Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Sharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller

  • Today's note-takers:  Team Leads for project updates

About Meetings during COVID-19

Sharon

About Meetings during COVID-19:

Given that we all need to have time and energy to adjust to this new reality, Reporting SIG meeting attendance will be optional for the next few weeks. We will continue to offer the meetings as a form of support. Small group coordinators are encouraged to work with their teams to determine what is best for the time being. During our Reporting SIG meetings, participants may offer light status reports on activities, and no major decisions impacting our work will be made during this time. We plan to return to our normal meeting routine after April 14, but we realize that it is difficult to predict the impact of the pandemic over the coming weeks. We may need to change plans again.

 

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: 

    • Looked at tables for removal from LDP and got confirmation from developers to remove

    • Discussed finalizing LDP table name changes (adding prefixes)

    • Reviewed assigning "fix versions" to JIRA issues for clusters; if a query is assigned to a particular FOLIO release, the query development needs to be done one month before the release is planned to allow time for query review

  • Development:

    • Table name changes have been implemented in latest version of LDP; will need to update existing queries (Angela can do ones on GitHub, but please start editing queries in progress)

    • FOLIO Schema parser has a new feature to start tracking connections between tables, will try to find a way to generate ER diagrams automatically

  • RA/UM Working Group: @Angela Zoss (Old) and @Sharon Markus identified a group of RA/UM reports that needed to be clustered; we went through all of them and closed out duplicates, or created in-app tickets where applicable, and the rest need to included into RA clusters. These contain personal data but will be needed by US institutions. The RA group is looking for people who can assist with prototyping; we need subject matter experts who can help us identify data elements needed in reports, as we do not have examples for most of the reports in our clusters.

  • MM Working Group:

  • RM Working Group: 

    • discussed strategies for connecting clusters to large reports such as the ARL report; one report may connect to more than one cluster

    • adding several reports from Resource Access that need to be recategorized as RM reports

  • ERM Working Group:

    • discussed various options for connecting electronic holdings to a knowledge base

    • discussed how one report may connect to more than one cluster

    • creating several new reporting clusters to capture ERM reports

      • ERM eUsage Count Cluster

      • ERM Agreements Count Cluster

      • ERM Agreements Costs Cluster

    • adding several reports from Resource Access that need to be recategorized as ERM reports

 

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

 

Additional Topics?

All 

 

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings 

 

Action items