|X||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|
|Elizabeth Edwards||University of Chicago||X||Tod Olson||University of Chicago|
|Claudius Herkt-Januschek||SUB Hamburg||X||Scott Perry||University of Chicago|
|Doreen Herold||Lehigh University||Stefan Stadtherr||MPIL Heidelberg|
|X||Anne L. Highsmith||Texas A&M||Simona Tabacaru||Texas A&M|
|Harry Kaplanian||EBSCO||X||Kevin Walker||The University of Alabama|
|X||Ingolf Kuss||hbz||Charlotte Whitt||Index Data|
|Joanne Leary||Cornell University||Uschi Klute||GBV|
|X||Michael Patrick||The University of Alabama||X||Vandana Shah||Cornell University|
|Nassib Nassar||Index Data||Angela Zoss|
|Veit Köppen||University Magdeburg||Lisa DeCarolis||Smith College/Five Colleges|
|X||Linda Miller||Cornell University||X||Elena O'Malley|
|Gavin||China||Holly Mistlebauer||Cornell University|
|X||Dennis Bridges||EBSCO||X||Eric Pennington||Texas A&M|
Today's Attendance Taker: Linda Miller
Today's notetaker: Tod Olson
Last week's notetaker: Kevin Walker
|Updates on Reporting SIG Meeting Schedule||Sharon|
Please note that we will hold a Reporting SIG meeting on Monday, June 17 from 9-10am EDT, coming to you "live from the FOLIO conference" in DC.
|Report Prioritization for Development in Data Warehouse||Dennis Bridges, Eric Pennington|
We will review the RPWG Project List for the Report Prototype Working Group with updates from those who are working on each of the current report prototypes in progress. Please provide feedback on the prioritization of these projects as a representative of your institution.
Organizations API is now stable, as are Orders. Just did a substantial adjustment to Orders and no plans to change further. Looking next at Receiving and then at Invoicing. Much of the backend work has been done on Invoicing, hoping to start front-end work on Invoicing in Sprint 65.
What about Finance? APIs are old and dev team has identified a lot of technical debt. Currently plan to start to address that in Q3, expect APIs to change a fair bit. Fund distributions, encumbrances, transactions, any moving of money around the system, have yet to be implemented. All the stuff around funds and budgets. May possibly include additional element of fund groups. Probably not ready to look at Finances for reporting.
Can look at vendors, orders, invoice, voucher.
For invoices, planned features around invoices for search, filter, and sum, which should be implemented in a way that can be reused through different areas in Acquisitions and other parts of FOLIO. Could also export results. Finance App is still very undeveloped, but see much potential to apply this pattern to fund, group, and ledger.
Dennis will write up JIRA ticket for search, filter, calculation (e.g., sum) pattern. There is already existing functionality for export to CSV: see UXPROD-1760
SIG will go through reports and note which can be addressed by above pattern, these can become user stories. The rest are for the data warehouse.
Holly added a whole new set of JIRA issue filters so you can see reports by functional area. See the Reporting JIRA Issues Filters page.
-UXPROD in app report issues now include Report IDs from the Master Spreadsheet, the functional areas, and the report contacts
-filters have been added for each functional area
|Data Privacy for FOLIO Reporting||ALL|
Any updates or questions from the Data Privacy Subgroup?
|Additional Topics?||All||No additional topics|
|Topics for Future Meetings||All|
Review and update Topics for Future Reporting SIG Meetings
- Sharon Beltaine will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
- Sharon Beltaine to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG
- Sharon Beltaine will update the Reporting Functionality ID numbering system