2020-12-14 Reporting SIG Meeting notes

Date

14 Dec 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		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		Kevin Walker	The University of Alabama
X	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
	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	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
Reporting SIG meeting schedule - Winter Holidays	Sharon	Reporting SIG Meeting Schedule - Winter Holidays Today's (December 14) Reporting SIG meeting will be the last one for 2020 We will start up Reporting SIG meetings again on Monday, January 4, 2021
Reporting User Documentation	All	The Support SIG would like to request that all FOLIO SIG community members start writing up 'documentation' in https://folio-org.atlassian.net/wiki/display/FOLIOtips/Information+and+User+Guides+for+FOLIO+Apps. FOLIO lost its technical documentation lead, Marcia Borensztajn. Marcia set up the official documentation framework but it needs more content. The wiki does provide a template - see Check in. See https://docs.folio.org/docs/ FOLIO is using this Google documentation style guide https://developers.google.com/style Form small group to create Reporting section on the documentation pages? -Axel, Linda, and Sharon to work on this in January
Updates and Query Demonstrations 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. Track progress via recent pull requests: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+is%3Aclosed RA/UM Working Group Query demo Query to present: https://github.com/amzoss/folio-analytics/tree/master/sql/report_queries/services_usage 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 We didn't meet last week. Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group KNIME Demo (Stefan Dombek) from minute ~6 on Overlap analysis ERM built-in comparison tool vs LDP native Currently the built-in comparison tool can only compare two packages and it has to be connected to an agreement Can used to compare the package changes over time External package comparison will more likley made in LDP eHoldings2LDP Still looking for a appropriate test system to develop a prototype Community & Coordination: no meeting last week FOLIO Reporting development RM Working Group Query demo Refactored version of RM-Title Count Cluster query complete - current version Refactoring RM-Item Count Cluster query - current version First draft of RM-Invoice Cluster completed Building RM-Orders Cluster query for latest updates, see RM Prototype and Query Development Status 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 Bringing Normalized Call Number into the LDP -will bring to next reporting dev meeting -separate classification from cutter and sort