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2021-02-01 Reporting SIG Meeting notes

2021-02-01 Reporting SIG Meeting notes

Feb 01, 2021

Date

Feb 1, 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

X

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)

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

 

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

X

Laura Daniels

Cornell University


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

Reporting FOLIO Forum coming up February 17

Nassib

February 17, 2021 at 11:00am Eastern U.S. time (see this time in your timezone)

No registration required; download the calendar invitation below and view Forum on the Open Library Foundation YouTube channel 1

Description

In March 2021, the FOLIO reporting community will release version 1.0 of a collection of reports and related queries that they have created to run on Library Data Platform (LDP) databases. This session will offer a practical introduction to the queries and how to build your own reports based on them. Areas covered will include metadata management, resource access, resource management, and work-in-progress on electronic resource management.

Speakers

  • Nassib Nassar, Index Data

  • Jennifer Eustis, University of Massachusetts Amherst

  • Angela Zoss, Duke University

  • Sharon Beltaine, Cornell University

  • Axel Dörrer, University of Mainz

Watching the Forum

Watch the FOLIO Forum on YouTube Live: https://www.youtube.com/c/OpenLibraryFoundation 1

No pre-registration is required. Please use the YouTube chat function to ask questions and make comments. Alternatively, use the hashtag #FOLIOforum on Twitter for questions and comments. A recording of this Forum will be made available on the Discuss website (https://discuss.folio.org/tags/folio-forum) and the Open Library Foundation YouTube channel (https://www.youtube.com/c/OpenLibraryFoundation 1).

Calendar Invite (.ics)—Getting Started with FOLIO Reporting 1.0 (2.0 KB) — Add to Google Calendar…

 

MARC Use Case Small Group Update

Tod, Laura, Christie, Jennifer, Sharon

The MARC Use Case small group will provide an update to the Reporting SIG. They have identified, documented, and categorized several use cases to serve as MARC requirements for FOLIO reporting.  We'll review this list and see if we need further additions or updates.  Many thanks to the MM SIG members who stepped in to help us with this! : ) 

 

Tracking Missing Data Elements for Queries

Tod

Tracking Missing Data Elements for Queries

  • Do SIGS know about data elements needed for report development?

  • reporting development groups do let SIGs know if certain elements are needed

  • report developers are documenting the missing data elements in their query documentation

  • do we need to do more?

 

Test Data Updates (reminder)

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.

 

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Two pull requests in review: Shelf list and pick list.

  • The duplicate orders report was delayed.

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

 

ERM Working Group

 

Reporting SIG Documentation Subgroup

SIG Conveners Group

 

RM Working Group

  • finished 4 queries for 2/1/21 code freeze

    • title count

    • item count

    • invoices

    • orders

  • 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