2021-03-08 Reporting SIG Meeting notes

Owned by Sharon Markus
Last updated: Mar 08, 2021 by Axel Dörrer

Date

Attendees

Present?

Name

Organization

Present?

Name

Organization


Sharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Jean PajerekCornell University
Tod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago


Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Sarah ParkDuke University
Simona TabacaruTexas A&M

Clint BellangerAuburn University
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Christie ThomasUniversity of Chicago

Joshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago

Michael PatrickThe University of Alabama
Vandana ShahCornell University

Nassib NassarIndex Data
Angela Zoss

Duke University


Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges

Linda MillerCornell University
Elena O'Malley

Emerson


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)
Nancy BolducCornell University

Shirley MoentnishMissouri State
Eric PenningtonTexas A&M

Stefan DombekLeipzig University
Axel DoerrerUniversity Mainz

Natalya PikulikCornell University
Owen StephensK-Int

Eliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO

Amelia SuttonU. Massachusetts
Heather LoehrHanover College

Mary MorganGrand Valley State UniversityxJennifer EustisU. Massachusetts Amherst / Five College

Aaron NeslinFive Colleges
Laura DanielsCornell University

Discussion Items

Item

Who

Notes

Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Distributing LDP Reports via Excel Views Stefan Dombek

Stefan Dombek from Leipzig University will demonstrate how he plans to distribute LDP reports using Excel views. 


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 EffortsCommunity & 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

    • Angela Zoss is our new representative from the Reporting SIG to the FOLIO Documentation Group!
    • see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki


FOLIO Reporting development


RA/UM Working Group


MM Working Group

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


ERM Working Group

  • ERM Prototype and Query Development Status
  • Working derived tables invoices_transactions and  po_lines_transactions
  • Working on ERM Agreements Cost
  • Working on ERM Agreements Count → need to destinguish between agreement_lines on agreements mixing eBooks and eJournals


RM Working Group

  • creating derived table to gather invoice and transaction payment information 
  • 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 MeetingsAll

Next meeting: Would one or two members be able to share their institution's Reporting Rollout Plan?

Review and update Topics for Future Reporting SIG Meetings 



  • A test Action Item (Ingolf)