2021-02-22 Reporting SIG Meeting notes

Date

22 Feb 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
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
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 UXPROD-2002 - Getting issue details... STATUS 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 UXPROD-2049 MM Collections Analysis Cluster UXPROD-2051 MM Shelflist Report Cluster UXPROD-2242 MM Picklist Report Cluster Areas where nearly-live data needed export live data and join with sort keys? Contact Angela for Excel plug-in for Call Number sorting https://github.com/amzoss/sortable-call-number 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. 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. 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 ? 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+base%3Amain RA/UM Working Group ? Would be happy to have new members! 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 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