2020-04-20 Reporting SIG Meeting notes

Owned by Sharon Markus
Last updated: Apr 20, 2020 by Joshua LambertVersion comment

Date

Attendees

Present?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University
XJean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

X

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Sarah ParkDuke UniversityXSimona TabacaruTexas A&M
XClint BellangerAuburn UniversityXKevin WalkerThe University of Alabama
XIngolf Kusshbz
Christie ThomasUniversity of Chicago
XJoshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago
XMichael PatrickThe University of Alabama
Vandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley

Emerson

XMatt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)XNancy BolducCornell University

Shirley MoentnishMissouri State
Eric PenningtonTexas A&M

Stefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz
XNatalya PikulikCornell University
Owen StephensK-Int


Discussion Items

Item

Who

Notes

Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Notetaker: Joshua Lambert
  • Today's note-takers:  Team Leads for project updates
Updates from Various Reporting Related Groups and EffortsCommunity & 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. Please include updates on specific JIRA issues for prototype or query development workflow. Do we need to create any additional JIRA tickets?

  • Community & Coordination: 
    • updating LDP release
  • Development:
    • working on getting SRS MARC data into LDP; getting into a form that is more usable for query building
  • RA/UM Working Group: 
    • Clint working on Returned Claims cluster query
  • MM Working Group:
    • meeting Friday to discuss latest
  • RM Working Group: 
    • Scott and Sharon met with RM SIG to get feedback on RM-Costs Cluster
    • more report reqs from Duke?
  • ERM Working Group:
    • looking at organizing count clusters by data sources (e.g., Agreement or Inventory)


ILL: Interlibrary LoanElena O'Malley, Vandana Shah

Review of report requirements for ILL to inform the RA report cluster and query creation process. 

  • Elena sent out an email and Slack message asking for feedback about the following things.
    • how do you report on ILL today?
    • how do expect to report on ILL with FOLIO?
    • how will ILL be configured/integrated for use with FOLIO?
  • Feedback
    • Many institutions create an ILL user account or a group of ill user accounts.
    • Some institutions also want to create short term item records for each loan.
    • People want a report of those account activities.

    • ILL reporting numbers come through other systems like ILLiad or Tipasa. Many will not use the LDP as a major source of information for ILL reporting.

    • Large institutions want more integration. We are not sure what that integration might look like.
    • Libraries seem to draw a clear distinction between ILL and consortial borrowing. ReShare is consortial borrowing so we are not directly addressing that in this conversation.
  • Maybe the reporting functionality is already available through what the Reporting SIG is doing?

    • Elena will follow up with UM SIG convener, Maura Byrne. If she doesn't see any red flags, then we will consider current ILL reporting to be good enough for now.

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 MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 


Action items