2021-03-01 Reporting SIG Meeting notes

Date

01 Mar 2021

Attendees

Name	Organization	Present?	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	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
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. 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) additional members welcome! FOLIO Reporting development Folio-Analytics 1.0 released today!! 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 No meeting, just working on ongoing query tasks 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 testing Started work on HathiTrust Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group ERM Prototype and Query Development Status Started to work on: Derived Table regarding invoices, po_lines, transactions ERM Agreements Cost 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)