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XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of Chicago
Tod OlsonUniversity of Chicago
XClaudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago


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 LakhiaSOAS

Michael Winkler


Joanne LearyCornell University
Uschi KluteGBV

Michael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex Data
Angela Zoss

Duke University

Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell University
Elena O'Malley


XMatt HarringtonDuke University     Holly MistlebauerCornell University

XAndi BihlerMunich Technical University Library

Discussion Items





Today's Attendance Taker: Anne Highsmith

Today's notetaker:  Sharon Beltaine

Last week's notetaker: Tod Olson

Updates from Various Reporting Related Groups and EffortsVarious

The Reporting SIG is using small work groups to address priorities and complete our work. Each week, we will provide updates to the Reporting SIG from these various reporting-related groups and efforts:

  • Community and coordination
  • LDP Report Working Group
    • Vandana will turn Data Dictionary into a Google Sheet and will send a new link to the Reporting SIG list
  • LDP Data Privacy Working Group
    • Joyce reminds us that there 35 flagged reports with personal data; please check this list and update yours this week; Data Privacy will see if these can be done in app; Ingolf researching whether GDPR applies to audit functionality for monitoring staff LMS updates
  • LDP SysOps Working Group
  • Software development
  • Others?
Reporting FeaturesAll

This week, we will review each of the JIRA tickets for Reporting Features, gather more details and use cases, and work on prioritization. 

Stray Features

UXPROD-1100: CQL Support for Audit Module

UXPROD-358: Edge API for Acquisition Data Enhancement

LDP Open Feature Requests

UXPROD-1868: Allow HTTP request for results of report/query

UXPROD-1869: Ability to connect data warehouse to workflow engine for triggering reports based on logical conditions

UXPROD-1867: Build reports based on custom lists

UXPROD-1875: Build a FOLIO Data Dictionary for reporting

UXPROD-1864: Store Custom Fields from apps in LDP

  • update from Vandana

UXPROD-1872: Exclude records that are suppressed in the catalog from reports

UXPROD-1863: Ability to report on data from MARC fields

UXPROD-1874NCIP data format standards for reports

UXPROD-1870: SIP data format standards for reports

UXPROD-1865LTI data format standards for course management systems for reports

UXPROD-1866: Create a reporting dashboard with canned reports

UXPROD-1862: Use results of an LDP query to select items for batch edit in the FOLIO modules

UXPROD-1861: Document requirements and instructions for reporting applications to connect to LDP

UXPROD-1871: Ability to create local tables that translate (usually into a smaller number of catetories) values of a particular field (e.g., all of these 10 holdings locations translates to this particular library).

UXPROD-1873: Support for writing ad hoc reports

-where are issues related to eUsage prototype?

-one more....

Additional Topics?All 
Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 

Action items

  • Reporting Data Privacy Group to flag reports that may have user data
  • Reporting Data Privacy to follow up with Jesse, Tod, and Cate, and Chair-Elect to determine approach to audit trails in LDP
  • Reporting Data Privacy to email the Reporting SIG to ask for feedback on which reports contain personal info Joyce Chapman