2021-04-12 Reporting SIG Meeting notes

Duke University

Emerson

• New Reporting SIG Convener to start in June: Angela Zoss, Duke University
• Sharon Beltaine stepping back to focus on Cornell’s upcoming FOLIO implementation
• Angela Zoss PhD works at Duke University Libraries in the Assessment and User Experience department. She has been a member of the FOLIO Reporting SIG since the fall of 2018, and has made extensive contributions to FOLIO reporting development
• Sharon Beltaine will convene through April 30
• Sharon and Angela will co-convene for May
• Angela will start convening June 1

WOLFcon

REMINDER: Spring 2021 Virtual WOLFcon Survey - Please fill out the survey to help us understand what you want to hear about and assist us in the planning process. Please pass it on to colleagues - thank you!

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.

• Test Data Updates to FOLIO Snapshot Environments

Report Ranking (Reminder)

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

• Action =>> Please review Reporting SIG-All Report Clusters (62 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
• For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.

Reporting SIG Documentation Subgroup

• • Over the next few months, Reporting SIG Documentation Subgroup will be helping to build end-user documentation for https://docs.folio.org/docs/ (much will be linking to existing documentation over on GitHub)
  • see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki

FOLIO Reporting development

RM Working Group

• 2 fund queries: fund expenditure summary and po-based with fund and title
• updates to invoices and orders queries
• working with MM on duplicate orders and duplicate invoices queries
• New Vendor and Voucher Report Clusters added
• report development planned for FOLIO-Analytics Release 1.1
  • ACRL expenditures, title count, volume count, e-resources count
  • subscriptions query
  • fund query
• for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group

• ACRL query set to be targeted for FOLIO-Analytics 1.1 release
• new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
• New organizational structure for External Statistics reports
  • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
  • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
  • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
  • each reporting development team will take responsibility for the queries in their area for the external statistics clusters

Next meeting: Would one or two members be able to share their institution's Reporting Rollout Plan?

Review and update Topics for Future Reporting SIG Meetings