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2021-02-22 Reporting SIG Meeting notes

2021-02-22 Reporting SIG Meeting notes

Feb 26, 2021

Date

Feb 22, 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

X

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



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



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



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 Impacts of delays in UXPROD-2002 Normalized Call Number

All

Reporting Impacts of delays in the development of UXPROD-2002 Normalized Call Number

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

  • UXPROD-2002, originally scheduled for May (IRIS), may not get released until Juniper (mid-August). This is the Normalized Call Number feature, so it may impact some of your institution's reports. You may want to weigh in on the priority of this feature and make a Comment in JIRA about how it will impact your institution

  • What are possible workarounds?

  • Joanne Leary suggests a possibility for doing the sort with this: https://github.com/mbelvadi2/lcsortable

    • Would someone like to test possible workaround this week and report back next meeting?

  • let's discuss what we get with MODINVSTOR-381

    • Call Number Sort for Items?

    • marked as done

    • sort key for call numbers available at Item level in Inventory, which makes it available for LDP

  • Report Clusters impacted by UXPROD-2002

  • Areas where nearly-live data needed

    • export live data and join with sort keys?

  • Contact Angela for Excel plug-in for Call Number sorting

  • Impacts

    • MM, RA?



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.



Reporting SIG Documentation Subgroup

  •  

    • Representative from Reporting SIG to (NEW) Documentation Working Group

    • see Reporting SIG Documentation Subgroup page in this wiki

    • small group addressing Product Council request to provide FOLIO documentation (Linda, Axel, Sharon)

    • update from our meeting on Tuesday February 2 (Axel)

    • update from Product Council

      • Marcia (technical writer) is being extended to work on the FOLIO project through June 2021

      • Documentation Working Group will be convened by Emily Fowler

    • additional members welcome!



FOLIO Reporting development



RA/UM Working Group



MM Working Group

  • Duplicate orders - in progress

  • Going forward we will work on these reports

    • OCLC Holdings synchronization

    • Uncataloged materials

    • HathiTrust

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



ERM Working Group

  • ERM Prototype and Query Development Status

  • Stefan Dombek (Leipzig) will help on SQL query developing

  • Issue on invoices with foreign currencies. amount of system currency will be in finance_transactions, but perhaps not on purchase order line level.



RM Working Group

  • looking at international currency impacts

  • report development planned for FOLIO-Analytics Release 1.1

    • ACRL expenditures, title count, volume count, e-resources count

    • subscriptions query

    • fund query

    • collection development query

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



External Statistics Working Group

  • ACRL query set to be targeted for FOLIO-Analytics 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