2021-01-11 Reporting SIG Meeting notes

Date

Jan 11, 2021

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
	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		Simona Tabacaru	Texas A&M
	Clint Bellanger	Auburn University		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		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
No Meeting on Martin Luther King Day	Sharon	The Reporting SIG meeting will be cancelled on Monday January 18 in observance of Martin Luther King Day in the US.
Reporting SIG Goals 2021	All	Let's review the Reporting SIG's Goals for 2021. Any updates?
Test Data Updates	All	FOLIO Reporting development teams and Reporting SIG members are encouraged to use this new page to provide updates on test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries. Test Data Updates to FOLIO Snapshot Environments
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. Call Number SORT key - Shelfing Order Field call number sort key being developed in FOLIO applications, so will carry over to LDP https://folio-org.atlassian.net/browse/UXPROD-2002 affects reports by subject FOLIO Reporting development peer review process started for queries; at least one other developer needs to review and approve each query before it is moved to the repository Track progress via recent pull requests: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+is%3Aclosed RA/UM Working Group Would be happy to have new members! Continuing to update derived tables and to refactor old queries, have one left for our R1 2021 milestone target Have a pull request that needs approval Need RA SME feedback for a report on recalls: https://docs.google.com/document/d/1K2pFVC367NS-ImTUW52DEX1D-VkcKNioJOE_hSIzwtY/edit 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 Working on the shelf and pick list reports Work continues on the duplicate orders report Updated derived tables to include missing elements and elements that needed to be boolean rather than string such as discoverySuppress. Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group ERM Prototype and Query Development Status Uploaded Prototype ERM Agreement Count Query Discussion about testdata and the different usecases while developing queries (see topic Testdata Updates) Reporting Documentation Group MARC Data Use Cases Group RM Working Group invoice query posted to GitHub - testing and comments welcome for latest updates, see RM Prototype and Query Development Status External Statistics Working Group ACRL moving forward 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