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2021-03-01 Reporting SIG Meeting notes

2021-03-01 Reporting SIG Meeting notes

Mar 01, 2021

Date

Mar 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

 

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)

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

X

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

SIG Charge Review

Sharon

SIG Conveners have been asked to review and update the FOLIO Special Interest Groups (SIG) Charge.

  • We'll walk through the current revisions to share the updates and hear your feedback

  • questions or comments?

    • updates were made to the Notetaker role

  • Decision: Decisions will be better documented by tagging them explicitly.

 

Seeking a Reporting SIG Liaison to the FOLIO Documentation Working Group

Sharon

Product Council has ask the Reporting SIG for a representative for the FOLIO Documentation Working Group.

This individual will work with our Reporting Documentation subgroup and act as a liaison to the larger FOLIO Documentation Working Group.

Dracine Hodges put together the following job description for SIG Liaisons to the FOLIO Documentation Working Group

We are looking for individuals who have:

  • a good understanding of their SIG area

  • Someone who thinks logically about the functional tasks and understands the end user for relevant apps

  • Someone able to engage their SIG in generating a task lists and source material for version 1 documentation

  • Reps will need to commit a couple (2-3 estimate) hours a week;  they are not expected to input all of the documentation

  • The role will help coordinate documentation effort across FOLIO

  • Initial appointment will be through June, with the hope of carrying on through the end of the calendar year

 

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

 

FOLIO Reporting development

 

RA/UM Working Group

 

MM Working Group

  • Duplicate orders - in testing

  • Started work on HathiTrust

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

 

ERM Working Group

 

RM Working Group

  • creating derived table to gather invoice payment information (invoices_ext)

  • report development planned for FOLIO-Analytics Release 1.1

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

    • subscriptions query

    • fund query

    • claims 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

Next meeting: March 8 Reporting SIG Meeting: Stefan Dombek will demonstrate his methods for creating Report Views for his reporting users.

Review and update Topics for Future Reporting SIG Meetings 

 

Chicago using LDP

Tod

  • Chicago has used relational db for last 25 years

  • Access to db was opened gradually for reporting

  • Specific reporting applications built (pull list) for variety of functional needs

  • Chicago looking for ways to manage and rebuild these reports

 

 

 

A test Action Item (Ingolf)