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2020-09-14 Reporting SIG Meeting notes

2020-09-14 Reporting SIG Meeting notes

Sep 14, 2020

Date

Sep 14, 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



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

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

X

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



Matt Harrington

Duke University

     

Holly Mistlebauer

Cornell University



Cathy Tuohy

Emmanuel College (FLO)

X

Nancy Bolduc

Cornell University



Shirley Moentnish

Missouri State

X

Eric Pennington

Texas A&M



Stefan Dombek

Leipzig University

X

Axel Doerrer

University Mainz

X

Natalya Pikulik

Cornell University



Owen Stephens

K-Int

X

Eliana Lima

Fenway Library Organization



Marcia Borensztajn

EBSCO



Harry Kaplanian

EBSCO

X

Molly Driscoll

EBSCO

X

Amelia Sutton

U. Massachusetts



Heather Loehr

Hanover College



Mary Morgan

Grand Valley State University

X

Jennifer Eustice

U. Massachusetts Amherst / Five College


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

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. Please include updates on specific JIRA issues for prototype or query development workflow.



Additional JIRA tickets for Angela to create for prototypes or queries

  • ?

Community & Coordination: 

  • reminder: Please make sure your institution has a Reporting Representative listed on the Reporting Survey

FOLIO Reporting development

Reporting Data Privacy Working Group:

  • update on request to Product Council to have FOLIO create centralized documentation for fields containing personal data (Sharon, Ingolf)

  • see Central Store for Data Privacy Fields

  • suggestion: Ask the developers to annotate the JSON schema and find a way to extract list of personal data fields? JSON schemas not in predictable locations, however, so difficult to track.

  • From NN:

    The issue is that the reporting community in FOLIO currently support data privacy and GDPR compliance by anonymizing personal data in the reporting database; but they have no way to know which fields in FOLIO contain personal data, other than by periodically reviewing the entire data model - consisting of more than 100 tables - and doing their own bottom-up analysis. This means that for libraries using FOLIO's reporting database, the database can become non-compliant under GDPR if FOLIO's schema changes.  So the reporting community need some way to be notified about which fields contain personal data as FOLIO schemas change over time; otherwise libraries regulated by GDPR will have difficulties.

    This issue could be addressed by (1) continuously updated documentation, in such a way that the reporting community can receive automatic notification of changes; or it could be addressed by (2) engineering, by making the information available electronically at runtime.

    Let me clarify, with respect to JSON schemas, that the reporting model is to store the data from FOLIO's internal databases, not transformed data provided by APIs.  The JSON schemas currently used in FOLIO correspond to the API-based data and not necessarily to the internal data.  So extending the current JSON schemas with annotations would not address the problem.

    Engineering a runtime solution is of course possible, and would be ideal, but it also would be (a) unlikely to be prioritized by FOLIO's product management and (b) probably designed not in consultation with the reporting community.  In the interest of supporting GDPR-regulated libraries in the near term, I suggest that the documentation approach may be more pragmatic.

RA/UM Working Group

  • working on derived tables

MM Working Group

  • Jennifer Eustis is new liaison to MM Reports Subgroup

  • several queries getting created and tested against both folio_snapshot and UChicago

ERM Working Group

RM Working Group

  • Derived table "local.inventory_instance_relationships_ext" developed by RM

  • for latest updates, see RM Prototype and Query Development Status

  • began work on first derived table "local.inventory_instance_relationships_ext"

External Statistics Working Group



Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings 



Action items