Date

25 Jan 2021

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	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
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. 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 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 FOLIO Reporting 1.0 projected for March 2021, to include derived tables and reports Track progress via recent pull requests, featuring contributions by members of the reporting community: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+ 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 (will review tomorrow and submit PR) 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 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 ERM Prototype and Query Development Status Mainly working on ERM Inventory Count & ERM Inventory Cost queries → 1.0 Release Preparing works for ERM Agrement Count & Costs queries → 1.1 Release From eUsage Reporting Group: "... will definetely support the internal KB (at the moment GOKB), and try to make this available for all knowledge bases..." 2021-01-19 eUsage Reports Meeting Notes Reporting SIG Documentation Subgroup see Reporting SIG Documentation Subgroup page in this wiki small group addressing Product Council request to provide FOLIO documentation update from our meeting on Friday January 15 SIG Conveners Group All SIG conveners met Friday January 22 to discuss FOLIO Training and Documentation from their areas Sharon described how Reporting SIG documentation is both on our wiki and on GitHub for the FOLIO Analytics Report Repository future update to Product Council on status of SIG documentation and training materials considered outstanding questions: more information needed on how to use the FOLIO documentation pages at https://docs.folio.org/docs/ how to approach shared documentation areas such as app interaction and configuration settings ideas for completing documentation: use BugFest test case descriptions to start use SIG wiki pages work on documentation during SIG meetings MARC Data Use Cases Group update from our meetings Friday Jan 15 and Friday Jan 22 see wiki: MARC Data Use Cases Tod, Jennifer, Sharon, Laura, Christie 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

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