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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
XJean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XSarah ParkDuke UniversityXSimona TabacaruTexas A&M
XClint BellangerAuburn University
Kevin WalkerThe University of Alabama
XIngolf Kusshbz
Christie ThomasUniversity of Chicago
XJoshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago
XMichael PatrickThe University of Alabama
Vandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

XVeit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)XNancy BolducCornell University

Shirley MoentnishMissouri StateXEric PenningtonTexas A&M

Stefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz
XNatalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Updates from Various Reporting Related Groups and EffortsCommunity & Coordination, Reporting Subgroup Leads

Project updates

The Reporting SIG is using small working 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. Please include updates on specific JIRA issues for prototype or query development workflow. Do we need to create any additional JIRA tickets?

Community & Coordination: 

  • worked on JIRA ticket structure and documentation approach to support users of multi-query reports

LDP Project:

FOLIO Reporting software development:

Query development:

RA/UM Working Group

  • no updates

MM Working Group

  • no updates

RM Working Group

ERM Working Group

External Statistics Working Group

Preparation for July 15 Reporting FOLIO ForumSharon

Let's revisit the preparations for the July Reporting FOLIO Forum to gather feedback and ideas, as well as to update everyone on the current plans.


  • The upcoming Reporting FOLIO Forum is scheduled for Wednesday, July 15 from 11:00 am to 12:30 pm ET
  • presentation will be approximately one hour long, leaving a half hour for questions
Organizing JIRA Issues and Documentation Angela

How do we organize the clusters and REP issues in JIRA? Proposal:

      • Combine duplicate REP issues into a single Cluster
      • If an REP issue requires multiple queries, still create a UXPROD issue to track the work on that report
      • Have the UXPROD issue track the kind of documentation work that needs to be done, can also link to the other issues that will comprise the query so it's clear when those are complete
      • Sample: UXPROD issue for ACRL 

How do we document queries and reports for end users? Proposal:

  • Create a readme for each query
  • Create a readme for every report explaining what query or queries you run to get it
  • Sample: ACRL Report documentation
Additional Topics?All 
Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 

Action items