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2020-12-07 Reporting SIG Meeting notes

2020-12-07 Reporting SIG Meeting notes

Dec 07, 2020

Date

Dec 7, 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



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

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



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

Reporting Survey Presentation

Kevin Walker

Kevin will present a summary of the results of the Reporting SIG survey, which was sent to one reporting representative per FOLIO-participating institution. 



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. Reporting Development Team leads are encouraged to enter a summary of their work group activities below.

RA/UM Working Group

  • Have a proposed fix for recalls from Cate

    • problem: want to be able to report on people who receive recalls. when a recall is requested, the request doesn't have a link to the active loan, so we don't currently know the correct borrower receiving that recall.

    • instead of creating the link, Cate suggested using the "dueDateChangebyRecall" flag on loan to find borrowers who'd had a recall. we'll also need the date, but they could just add that to the loan record.

    • any concerns with this? any other reasons we might need a direct link between a recall and a loan that this wouldn't resolve?

  • Continued work on refactoring - one done, one discussed. Planning to have 4 done fore R1 2021.

  • Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit

  • Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM

MM Working Group

  • Start on refactoring pick list, title and volume count reports.

  • Working on the duplicate orders report.

  • Working on the po inventory derived report.

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

ERM Working Group

  • eHoldings data within LDP:

    • Test data have been loaded and verified

    • Starting on prototype development

Community & Coordination: 

  • no meeting last week

FOLIO Reporting development

RM Working Group

External Statistics Working Group

  • new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository

  • New organizational structure for External Statistics reports

    • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas

    • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository

    • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues

    • each reporting development team will take responsibility for the queries in their area for the external statistics clusters



Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings