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About us

The Reporting SIG group will examine the needs of reporting in each functional area and the reporting needs of institutions. (For more details, see about the Reporting SIG.)

Reporting in FOLIO makes extensive use of software from the Library Data Platform (LDP) project.  A good starting point for exploring is the LDP User Guide.

A summary of FOLIO Reporting Options offers details about different opportunities to extract data from FOLIO apps.

Communication Channels

Documentation

SIG Convener

For more information about the Reporting SIG, contact the RPT-SIG convener, Angela Zoss.

SIG Members and Roles


NameAffiliationTitle

FOLIO Role

Reporting SIG Work Team Activities: (prototypes/queries/testing/consult)Reporting SIG Work Team (RA/UM, MM, or RM/ERM)
hbzTechnical Staff member of Library Service CenterSysOps SIG ConvenerqueriesERM
Cornell UniversityCollection Data Analysis/Access Services Voyager Data AnalystRA Sig member; SME Access Services; consultant for reporting

Simona Tabacaru

Texas A & M

 Librarian

Collection Development

Reporting SIG membertesting

MM


Scott Perry (stp0@uchicago.edu)


University of ChicagoHead, Collection SupportFunctional expert, Reporting SIG member

RM/ERM

MM (peripherally)


Nassib Nassar

Index Data
Product Manager and Architect for FOLIO Reporting

Joyce Chapman (joyce.chapman@duke.edu)Duke University



Sharon Beltaine (convener)

Cornell UniversityLibrary Systems Analyst

RM Reports Team Lead

prototypes, queries, testingRM/ERM 
University of ChicagoSystems Librarian, Interim Director of Integrated Library SystemsSysOps SIG member, Reporting SIG memberconsult
Cornell UniversityBatch Processing

MM
Claudius Herkt-JanuschekSUB HamburgLibrarian, AnalystReporting SIG member
RM/ERM
The University of AlabamaHead of Assessment & Govt. Informationteam lead, prototypes, and testing
MM
The University of AlabamaIT Reporting SpecialistReporting SIG member, Queries
MM
Cornell University



Duke UniversityAssessment & Data Visualization AnalystReporting SIG Convener, RA/UM Reports Team Lead, Documentation Working Group representative
Development, Community and Coordination
University MagdeburgManager of Library IT Services


MPIL Heidelberg Project-Work within MPIL libraryReporting SIG member

Smith College/Five Colleges



Cornell UniversityDirector for Information Management, Law LibraryReporting SIG memberPrototypes, testing, consult

MM


Cornell UniversityAccounts Representative - Finance & Budget OfficeReporting SIG memberprototypes, queries, testing

RM


Emerson CollegeAssistant Director for Systems and TechnologyReporting SIG member
RA/UM
Cornell UniversityResearch & Assessment AnalystReporting SIG memberprototypes, queries, testingRA/UM
Clint BellangerAuburn University

queriesRA/UM
Texas A & MComputer Support SpecialistReporting SIG memberprototypes, queries, testingMM
Christie ThomasUniversity of Chicago



Sarah ParkDuke Librarian for Engineering and Computer Science

RA/ERM
Linda MillerCornell UniversityAssessment LibrarianReporting SIG memberconsult, hopefully working toward reportingRM
Fenway Library OrganizationLibrary Services AssistantReporting SIG member queries, testing RA
University MainzFOLIO Projectmember at the University Library MainzReporting SIG member, ERM Reports Team Leadqueries, consultRM/ERM
University Library LeipzigLibrarian, Information Manager (specialist field library), Vocational school teacher for RDA and library catalogsReporting SIG member

Tests with LDP and Crystal Reports

Direct cross-module SQL queries without LDP with DBeaver via PostgreSQL database for internal library reports (ERM UL Leipzig)

ERM
K-IntConsultantPO Agreements and Licensesprototypes,queries,consult, liaison with ERM Subgroup / SMEsERM

Lisa McColl

Lehigh UniversityCataloging/Metadata LibrarianMM SIG memberprototypes, working towards queriesMM
Duke UniversityIT Analyst (Data Analyst)Data Migration, Reporting
ERM
Annika



ERM
Bjorn



ERM
Martina Tumulla



ERM
Eric LuhrsLehigh UniversityLibrary Systems AnalystReporting and SysOps SIG member

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