2020-11-09 Reporting SIG Meeting notes

Date

09 Nov 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
X	Jean Pajerek	Cornell University	X	Tod Olson	University of Chicago
	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
X	Sarah Park	Duke University	X	Simona Tabacaru	Texas A&M
	Clint Bellanger	Auburn University	X	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	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)		Nancy Bolduc	Cornell University
	Shirley Moentnish	Missouri State	X	Eric Pennington	Texas A&M
X	Stefan Dombek	Leipzig University	X	Axel Doerrer	University Mainz
	Natalya Pikulik	Cornell University		Owen Stephens	K-Int
	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 Eustis	U. Massachusetts Amherst / Five College
	Aaron Neslin	Five Colleges

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
FOLIO Product Council Vision and Strategy	All	The Folio Product Council worked on a paper “FOLIO Product Council Vision and Strategy”. The paper was approved by the PC last week and we want to share it now in the community and ask for feedback. You will find an introductory presentation here: https://docs.google.com/presentation/d/11nNaomlcM5ZkpSqvbdf1-Fu_rwu7rd-XNLlj5W_hb1c/edit#slide=id.p The paper itself is here: https://docs.google.com/document/d/1Odz4sFwaXgVAundrVAsDw4asZUAg5WTNEQ8AyCx3OPM/edit#heading=h.yx915ai7ix8j SIGs have been asked to review the presentation and paper, then add comments and feedback until Thursday, November 12, 2020. The paper will be shared community wide. In case of questions, please approach the PC Exec Group (see below). PC Exec Group (Slack: #folioexecpc ) Kirstin Kemner-Heek – kirstin.kemner@gbv.de Dracine Hodges - dracine.hodges@duke.edu Jesse Koennecke - jtk1@cornell.edu Paula Sullenger – psullenger@tamu.edu Mike Gorrell – mdg@indexdata.com Harry Kaplanian – hkaplanian@ebsco.com Cate Boerema – cboerema@ebsco.com Peter Murray – peter@indexdata.com
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. Community & Coordination: reviewing results of the reporting survey FOLIO Reporting development Track progress via recent pull requests: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+is%3Aclosed RA/UM Working Group Strong need for additional sql developers for this area Current status of RA/UM clusters: https://drive.google.com/file/d/1yQkPb7ORop5dzrdtSnU68c8YXu-jFSMN/view?usp=sharing Working on fees/fines derived tables MM Working Group updating derived tables Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group reviewing ERM clusters and their current rankings identify reporting use cases on linking agreements to inventory enties and bring them to App Interaction SIG → create subgroup to work on RM Working Group rewriting queries to point to new derived tables working on po_line cost and po_line_locations creating Invoice, Order, and Fund reporting clusters (queries) for latest updates, see RM Prototype and Query Development Status External Statistics Working Group Recategorize External Statistics REP Issues
Topics for Future Meetings	All	Review and update Topics for Future Reporting SIG Meetings