2019-02-04 Reporting SIG notes

Owned by Sharon Beltaine
Last updated: Feb 04, 2019 by Emma Boettcher
3 min read

Date

Attendees

Preset?NameOrganizationPresent?NameOrganization
XSharon BeltaineCornell UniversityXSara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of ChicagoXTod OlsonUniversity of Chicago
XClaudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

X

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XAnne L. HighsmithTexas A&MXSimona TabacaruTexas A&M

Harry KaplanianEBSCOXKevin WalkerThe University of Alabama
XIngolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOASX

Michael Winkler

OLE

Joanne LearyCornell University
Uschi KluteGBV
XMichael PatrickThe University of AlabamaXHolly MistlebauerCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University


Veit KöppenUniversity MagdeburgXLisa DeCarolisSmith College/Five Colleges





XJackie Gottlieb(Guest) Duke
XLinda MillerCornell UniversityXEmma Boettcher(Guest) Loan PO / University of Chicago














Discussion Items


ItemWhoNotes
Assign Notetaker, Take Attendance, Review agendaSharon

Today's notetaker: Tod Olson

Last week's notetaker: Angela Zoss

Reporting SIG interest in WolfCon?Sharon

From PC Exec....

There will not be a full-fledged WOLF Con this year and originally plans were for a developers-only F2F in May. However, there has been strong feeling that there should be a chance for SIG members to meet, also. We are surveying SIG conveners – does your SIG need/want a F2F meeting? Please fill out the spreadsheet below. Some of you may be surprised to find that somebody has already given reasons for your group to come. J

Please keep these issues in mind:

Institutions will bear the full cost of sending their people – there might even be a slight meeting charge

We are currently looking at two site options and I believe both have limits, so we can’t accommodate 200+ as we did last year

Your SIG should have concrete goals for the meeting

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Ideas:

  • Getting more concrete on reporting prototype: training, info share, building.
  • Valuable to get real hands-on experience - training.
  • Meet with Resource Access/Metadata Management app-interaction group.


In App ReportingHolly/Emma/Filip Jakobsen

Filip joins this week's Reporting SIG meeting to provide an overview of his vision for in-app reporting in FOLIO.

First, Holly will quickly review the current "types" of in-app reports we have:

Next Emma will show the Overdue Loans in-app report she has been working on with the RA SIG.  This report actually goes beyond the original basic definition of an in-app report.

Filip will then present his long-term vision of in-app reporting.  How does this differ from what we are doing now?  What additional functionality will users have?  Will this meet our real time data needs?

----

(Filip not online, Emma and Holly with do their parts now)

In-App vs. Data Warehouse Reports - Holly Mistlebauer.

  • The distinction documented here is under review and may well change with Filip's input.
  • A number of reports have been taken on as in-app, these have been what you might call "static reports", like patrons that owe over N amount of fines, which everyone will want.
  • Have also been talking about exports to CSV, which are similar data to static reports but can be sent to a spreadsheet.
  • First person to implement an in-app report is Emma Boettcher, who is doing this in loans for the RA SIG.
  • Trying to show what we're doing now, what Filip has in might is looking more to the future.
  • Looking for feedback from RPT to see if we're going in the right direction.

Overdue loans in-app report - Emma Boettcher

  • List of overdue loans for multiple users
  • Want to display in UI and be able to download as spreadsheet
  • Want to run from within the UI, need a consistent location.
  • Occasionally want to run different versions of this report at different places in the institution
    • would like to have simple run-time options

Questions/Discussion

  • How will this evolve? In other areas, have started with fixed behavior, then add options later.
  • What is the model for export to CSV? This looks different from user's open loans?
    • This is different because it includes open and closed loans.

Next Steps - Find a time when Filip can attend and reschedule rest of presentation.


Topics for Future Meetings

All

Feb 11 Meeting: "Reporting SIG 101" training will be provided by Sharon and Holly (and any long-time members who would like to join) to help our newest members learn the ropes.


Review and update Topics for Future Reporting SIG Meetings 


Other Topics?AllAny other topics to discuss today?

Action items

  • Sharon will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
  • Sharon to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG
  • All SIG members: Please review the FOLIO In-App versus Data Warehouse Reports document Holly has drafted and add any comments you may have 
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