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2020-11-16 Reporting SIG Meeting notes

2020-11-16 Reporting SIG Meeting notes

Nov 16, 2020

Date

Nov 16, 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



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

X

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



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

X

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



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

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

Members of the Reporting SIG have been asked to provide feedback by Friday, November 20 on the Folio Product Council's “FOLIO Product Council Vision and Strategy.”



The paper will be shared community wide. In case of questions, please approach the PC Exec Group (see below).



PC Exec Group (Slack: #folioexecpc )



FOLIO Proposed Governance Model

Sharon

Members of the Reporting SIG have also been asked to provide feedback by Friday, November 20 on the FOLIO Proposed Governance Model

In addition to the Vision and Strategic Objectives document, the Product Council is also discussing a new governance model for FOLIO.

You can see the presentation made to PC on 11/5 here: https://docs.google.com/presentation/d/1HC8NzKlpLDs8Ov8IiCqr1sn8BK8wZGpyWINWWYUCZbk/edit?usp=drivesdk

You can provide feedback here: https://docs.google.com/document/d/1rB2H_nCmHJTIJD312AGwQFFLqswWOLabbsKpSy-_RHg/edit?usp=drivesdk



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

RA/UM Working Group

MM Working Group

  • (mostly) finished updating derived tables 

  • working on Duplicate Orders query

  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.

ERM Working Group

  • eHoldings Team offers the temporary storage (per session) of needed eHoldings data. The model would provide loading ad hoc data via batch APIs into the LDP.  This data will be deleted after being used for assembling the needed reports (while a session). This functionality is thought to be implemented within the LDP.

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



Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings