2018-04-30 Reporting SIG notes
Date
Attendees
| Present? | Name | Organization | Present? | Name | Organization |
|---|---|---|---|---|---|
| X | Sharon Beltaine | Cornell University | Peter Murray | Index Data | |
| Elizabeth Berney | Duke University | Erin Nettifee | Duke University | ||
| Joyce Chapman | Duke University | X | Karen Newbery | Duke University | |
| Elizabeth Edwards | University of Chicago | Tod Olson | University of Chicago | ||
| X | Claudius Herkt-Januschek | SUB Hamburg | X | Scott Perry | University of Chicago |
| X | Doreen Herold | Lehigh University | Robert Sass | Qulto | |
| X | Anne L. Highsmith | Texas A&M | X | Simona Tabacaru | Texas A&M |
| Vince Bareau | EBSCO | Mark Veksler | EBSCO | ||
| Harry Kaplanian | EBSCO | X | Kevin Walker | The University of Alabama | |
| Ingolf Kuss | hbz | X | Charlotte Whitt | Index Data | |
| Lina Lakhia | SOAS | Michael Winkler | OLE | ||
| X | Joanne Leary | Cornell University | Christine Wise | SOAS | |
| X | Michael Patrick | The University of Alabama | Holly Mistlebauer | Cornell University | |
| Emma Boettcher | University of Chicago | Andrea Loigman | Duke | ||
| Uschi Klute | GBV | X | Lynn Whittenberger |
Additional guests: Christie Thomas (UChicago, MM SIG), Charlotte Whitt (Index Data, Inventory App Dev)
Discussion items
| Item | Who | Notes |
|---|---|---|
| Assign Notetaker, Take Attendance, Review agenda | Sharon Beltaine | Previous Notetaker: Joanne Leary Today's Notetaker: Claudius Herkt Thanks to Tod Olson for convening the April 23 Reporting SIG Meeting! WolfCon Update: At this point, the Monday 5/7/18 9am Reporting SIG meeting is CANCELED. Reporting SIG members should be able to attend the WolfCon conference remotely via Zoom links for sessions. Stay tuned for more information on this soon. |
| Inventory and MARC Data for Reporting | Christie Thomas, Charlotte Whitt | Christie Thomas and Charlotte Whitt from Metadata Management will join us for a discussion of Inventory and MARC data required for reporting. Here are some topics/questions to consider:
(from Christie) It is important that everyone understand the difference between the Folio instance record and the source MARC record. The Folio instance record may have data that is native to the Folio data model or may be derived from a source record. The difference is important in this context because it may be that data that has historically been sourced from MARC may be better drawn from the Inventory record, especially once Folio supports source bibliographic metadata formats other than MARC. (If the data is pulled from the Inventory it will already be somewhat normalized and reports will not need to be created for individual formats such as MARC and BibFrame.) Note: If you are attending WolfCon, see "How MARC cataloging app and inventory fit together (MM)" session on Tuesday at 2pm.
MM SIG has developed a spreadsheet that contains the instance, holdings and items metadata for the inventory, listing the metadata already completed in alpha version and the missing elements (see MM Link below).
A list of elements used for certain reports similar to U Chicago (see Christie's link below) would be helpful. Should be presented to all the SIGs.
No. Reporting SIG should write this down as a main requirement and communicate to developers. Should be done after the WolfCon session on this issue next week.
Related Links: (from Christie) At Chicago we have started to select some representative reports and ad hoc queries and systematically identify the data that is required. You can see how we are doing this here: https://docs.google.com/spreadsheets/d/1dVAejtiqzc1E5nFLW85XZvHHrUER58EHrlwCK2ZrhTI/edit?usp=sharing Reporting SIG Master Spreadsheet https://docs.google.com/spreadsheets/d/1svUM74Dkg4KvTXLzKZK_2k_SxeukX-87NnYf8CaTrYQ/edit?usp=sharing Data Migration Subgroup Google Drive folder https://docs.google.com/spreadsheets/d/15khBvG7hsUbIIofh6ZyrH_-sl2kngXdcQ24sBswAe_k/edit?usp=sharing MM SIG Working Groups - Inventory Metadata Elements (please do not edit!) |
| WolfCon Reporting Topics | All | Review current plans for WolfCon and brainstorm ways Reporting SIG can make best use of the conference time and resources. Important WolfCon Scheduling question: Reporting session on Data Confidence currently scheduled for Thursday morning, when some attendees may be catching flights back home. Shall we make a request to schedule this session for another time? If so, when is the best time? Wednesday morning? Sharon will make a request for wednesday morning or tuesday afternoon. KN:Open in Google sheets to view the entire schedule. WolfCon Topic Proposals: https://docs.google.com/spreadsheets/d/17JmVl-XUaALDYtyqEzPGGYyHAbH8JQM63XPdl9ZxKFU/edit?usp=sharing WolfCon organizers are working to make the May 7-10 conference sessions available by ZOOM so all project participants may join WolfCon sessions remotely. More details on this coming soon. |
| German Folio Days | Ingolf Kuss | April 25th/26th at Göttingen. Ingolf Kuss gave a presentation about the FOLIO Reporting plans. Ingolf shares this slide from the presentation with you (translated to English): 2018-04-26-kuss-FOLIO-Reporting_Data_Lake.pptx . Here are all the other slides from the talks held at the conference (partially in German): https://www.folio-bib.org/?page_id=63 German FOLIO Day on Twitter: https://twitter.com/hashtag/FOLIODay?src=hash There was a strong interest in the Data Lake concept. The cases for this were the following:
Questions to discuss in the SIG:
Probably, every institution using FOLIO will be able to set up one or more additional data warehouses if needed.
This is still an open question, but it is very important for the users (libraries), as most of them will not be familiar with setting up a data lake on their own! Should be discussed at WolfCon Data Lake session. |
| Reporting Deliverables | All | ***Saved for future meetings (In case this is needed to revisit or for reference.) We will discuss strategies for translating reporting requirements into reporting deliverables KN: See Reporting SIG master spreadsheet: https://docs.google.com/spreadsheets/d/1svUM74Dkg4KvTXLzKZK_2k_SxeukX-87NnYf8CaTrYQ/edit#gid=312878932 -thank you for adding names to each report (just a few missing at this point) -review updated Column E ("Legacy System Data Element Sources") and new Column F ("Folio Data Element Sources Notes") -Reporting SIG members and new Reporting PO to work with other POs and SIGs to identify data elements needed for each report -Reporting SIG members and new Reporting PO to work with other POs and SIGs to identify candidates for "in app" reports -please continue to add your Report Requirements Contacts in Reporting SIG Master Spreadsheet -report contacts need to be reachable, if not part of Folio project, please add person's email address |
| Topics for Future Meetings | All | ***Saved for future meetings Review and update Topics for Future Reporting SIG Meetings |