2021-01-11 Reporting SIG Meeting notes

Owned by Sharon Markus
Last updated: Jan 11, 2021 by lm15@cornell.edu

Date

Attendees

Present?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Jean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago


Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XSarah ParkDuke University
Simona TabacaruTexas A&M

Clint BellangerAuburn University
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Christie ThomasUniversity of Chicago

Joshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago

Michael PatrickThe University of Alabama
Vandana ShahCornell University

Nassib NassarIndex DataXAngela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley

Emerson


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)XNancy BolducCornell University

Shirley MoentnishMissouri StateXEric PenningtonTexas A&M
XStefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz
XNatalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO
XAmelia SuttonU. Massachusetts
Heather LoehrHanover College

Mary MorganGrand Valley State UniversityXJennifer EustisU. Massachusetts Amherst / Five College

Aaron NeslinFive Colleges



Discussion Items

Item

Who

Notes

Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
No Meeting on Martin Luther King DaySharonThe Reporting SIG meeting will be cancelled on Monday January 18 in observance of Martin Luther King Day in the US.
Reporting SIG Goals 2021All 

Let's review the Reporting SIG's Goals for 2021. Any updates?


Test Data UpdatesAll

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.


Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & 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


FOLIO Reporting development

RA/UM Working Group

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


Reporting Documentation Group

    • small group addressing Product Council request to provide FOLIO documentation
    • first meeting scheduled for Friday January 15 at 10am ET

MARC Data Use Cases Group

    • small group documenting MARC data use cases for LDP development of MARC data functionality
    • see wiki: MARC Data Use Cases
    • first meeting scheduled for Friday January 15 at 8am ET



RM Working Group


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 MeetingsAll

Review and update Topics for Future Reporting SIG Meetings