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2021-01-25 Reporting SIG Meeting notes

2021-01-25 Reporting SIG Meeting notes

Jan 25, 2021

Date

Jan 25, 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

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

 

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

 

Michael Patrick

The University of Alabama

X

Vandana Shah

Cornell University

X

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)

 

Nancy Bolduc

Cornell University

 

Shirley Moentnish

Missouri State

X

Eric Pennington

Texas A&M

X

Stefan Dombek

Leipzig University

X

Axel Doerrer

University Mainz

 

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

Report Query Reviewers needed

Sharon

Our reporting developers are requesting assistance from the Reporting SIG to volunteer to peer-review queries and related pull requests via GitHub.

The benefits of volunteering to review report queries include:

  • gaining experience with running report queries

  • learning more about how the report queries work

  • contributing directly to the report repository that is shared by the FOLIO community

List of reviewers:

  • Tod Olson

  • Amelia Sutton

  • Eric Pennington

Contact Nassib Nassar for more information.

Test Data Updates

All

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share 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 Efforts

Community & Coordination, Reporting Subgroup Leads

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries.  Each week, these groups will share reports/queries with the Reporting SIG.  Reporting development team leads are encouraged to enter a summary of their work group activities below.

 

Call Number SORT key - Shelfing Order Field

  • Update from Tod?

  • call number sort key being developed in FOLIO applications, so will be reflected in LDP database

  • https://folio-org.atlassian.net/browse/UXPROD-2002

  • affects reports by subject

  • not sure there is capacity in IRIS release, may need to be developed later

 

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Will present the shelf and pick list reports to working group tomorrow.

  • The duplicate orders report has been delayed

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

 

ERM Working Group

 

Reporting SIG Documentation Subgroup

SIG Conveners Group

MARC Data Use Cases Group

 

RM Working Group

  • several new derived tables to support Orders query

  • finishing up orders query for LDP 1.0

  • item count query done for LDP 1.0

  • ACRL expenditures, title count, and volume count in progress and planned for LDP 1.1

  • for latest updates, see RM Prototype and Query Development Status

 

External Statistics Working Group

  • ACRL query set to be targeted for LDP 1.1 release

  • 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