2019-08-05 Reporting SIG Meeting notes

Date

05 Aug 2019

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Sharon Beltaine	Cornell University	x	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		Tod Olson	University of Chicago
x	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
	Lina Lakhia	SOAS	x	Andi Bihler	Munich Technical University Library
	Joanne Leary	Cornell University		Uschi Klute	GBV
x	Michael Patrick	The University of Alabama	x	Vandana Shah	Cornell University
x	Nassib Nassar	Index Data	x	Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
x	Linda Miller	Cornell University	x	Elena O'Malley	Emerson
	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University

Discussion Items

Item	Who	Notes
Attendance	Sharon	Today's Attendance Taker: Linda Miller Today's notetaker: Kevin Walker Last week's notetaker: Angela Zoss
Updates from Various Reporting Related Groups and Efforts	Various	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 Received feedback from SIG members. Will continue to work on finalizing definitions for elements currently in the LDP. LDP Data Privacy Working Group Plans: All data that enters the LDP should be anonymized. Personal data that is stored in-app could be used for audit functionality. Personal data that is stored in-app must allow for deleting upon request (right to delete exists only for GDPR compliant institutions). Take a look at reports next week that will be affected by GDPR compliance. LDP SysOps Working Group Anne: Speaking to Jason Root at TAMU regarding the injection of test data into LDP. Software development New Developers! : ) (Angela Zoss from Duke and Don Smith from Cornell) Call for additional developers Others?
Organizing Reporting JIRA Issues under Clusters		The RPWG recently focused on updating our organizational scheme for reports in JIRA. The new scheme will both streamline our query development work into clusters and provide a simpler way for institutions to rank reports. Here's the model: EPIC: UXPROD-1319 Reporting: LDP Reports UXPROD-XXXX (Functional Area) Cluster - this is what institutions will rank REP-XXX REP-YYY reporting queries reporting data models Notes: Clusters are used to streamline the organization process for LDP development. By focusing on clusters allows developers to build functionality in support of multiple needs at the same time, without overburdening JIRA with several tickets that are really focused on identical functionality.
Capacity Planning Update for Reporting		Nassib, Holly, Angela, and Sharon have been preparing reporting JIRA issues for FOLIO Capacity Planning. Here is where we stand today. (1) Reporting Functionality Features ("ldp-platform" label) - labels complete, some ranking left for institutions, no need to rank issues with "mandatory" or "NFR" label Reporting: All issues with label "ldp-platform" (2) Reporting Blockers - labels complete, all issues are mandatory so no ranking required UXPROD-1414 - Complete the documentation of data attributes in module APIs FOLIO-1839 (will become a UXPROD issue) - Enable incremental requests for all records since last request UXPROD-1438 - Implement a process for tracking data-related API schema changes UXPROD-1432 - Add new effective location attribute calculated at the time of check-out (3) UXPROD Reporting Clusters (umbrella issues for Reports) - IN PROGRESS, institutions will need to rank clusters Angela working on RA Clusters Sharon working on RM Clusters volunteer for MM Clusters? Clusters will be under the EPIC UXPROD-1319 Reporting: LDP Reports Notes: MM not planning to develop any in-app reports - will leave metadata reporting to the LDP (this issue is still developing)
Additional Topics?	All
Topics for Future Meetings	All	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