2020-12-07 Reporting SIG Meeting notes

Date

07 Dec 2020

Attendees

Name	Organization	Name	Organization
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
Jean Pajerek	Cornell University	Tod Olson	University of Chicago
Claudius Herkt-Januschek	SUB Hamburg	Scott Perry	University of Chicago
Doreen Herold	Lehigh University	Stefan Stadtherr	MPIL Heidelberg
Sarah Park	Duke University	Simona Tabacaru	Texas A&M
Clint Bellanger	Auburn University	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
Michael Patrick	The University of Alabama	Vandana Shah	Cornell University
Nassib Nassar	Index Data	Angela Zoss	Duke University
Veit Köppen	University Magdeburg	Lisa DeCarolis	Smith College/Five Colleges
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	Eric Pennington	Texas A&M
Stefan Dombek	Leipzig University	Axel Doerrer	University Mainz
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

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 Survey Presentation	Kevin Walker	Kevin will present a summary of the results of the Reporting SIG survey, which was sent to one reporting representative per FOLIO-participating institution.
Updates from Various Reporting Related Groups and Efforts	Community & Coordination, Reporting Subgroup Leads	Project updates The Reporting SIG is using small working groups to address priorities and complete our work. Each week, we will provide updates to the Reporting SIG from these various reporting-related groups and efforts. Reporting Development Team leads are encouraged to enter a summary of their work group activities below. Track progress via recent pull requests: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+is%3Aclosed Note: pull request from last week changed around the directory structure to remove "reports" folder, so everyone should merge those changes from folio-org into their forks before submitting another PR RA/UM Working Group Have a proposed fix for recalls from Cate problem: want to be able to report on people who receive recalls. when a recall is requested, the request doesn't have a link to the active loan, so we don't currently know the correct borrower receiving that recall. instead of creating the link, Cate suggested using the "dueDateChangebyRecall" flag on loan to find borrowers who'd had a recall. we'll also need the date, but they could just add that to the loan record. any concerns with this? any other reasons we might need a direct link between a recall and a loan that this wouldn't resolve? Continued work on refactoring - one done, one discussed. Planning to have 4 done fore R1 2021. 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 We worked on and closed issue 143. For naming, po is used for purchase orders and pol purchase order lines. Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group eHoldings data within LDP: Test data have been loaded and verified Starting on prototype development Community & Coordination: no meeting last week FOLIO Reporting development RM Working Group Refactored version of RM-Title Count Cluster query complete - current version Refactoring RM-Item Count Cluster query - current version First draft of RM-Invoice Cluster completed Building RM-Orders Cluster query for latest updates, see RM Prototype and Query Development Status External Statistics Working Group 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