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2021-04-19 Reporting SIG Meeting notes

2021-04-19 Reporting SIG Meeting notes

Apr 19, 2021

Date

Apr 19, 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



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

X

Stefan Dombek

Leipzig University

X

Axel Doerrer

University Mainz

X

Natalya Pikulik

Cornell University



Owen Stephens

K-Int



Eliana Lima

Fenway Library Organization



Marcia Borensztajn

EBSCO



Harry Kaplanian

EBSCO



Molly Driscoll

EBSCO



Amelia Sutton

U. Massachusetts



Heather Loehr

Hanover College



Mary Morgan

Grand Valley State University



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

WolfCon Plans

Sharon

WOLFcon

REMINDER: Spring 2021 Virtual WOLFcon Survey - Please fill out the survey to help us understand what you want to hear about and assist us in the planning process. Please pass it on to colleagues - thank you!



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.



Report Ranking (Reminder)



Sharon

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

  • Action =>> Please review Reporting SIG-All Report Clusters (62 issues) in JIRA and RANK each report cluster for your institution (R1-R5)

  • For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.



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

  • Last week, we tested together the FOLIO LDP Marc test.

  • We are tracking our comments and feedback in this spreadsheet. If you have any comments on the LDP Mard test, please add your comments to this spreadsheet.

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



ERM Working Group



RM Working Group



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: 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)