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Sharon 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

Claudius Herkt-JanuschekSUB Hamburg
Scott PerryUniversity of Chicago

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Anne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Harry KaplanianEBSCO
Kevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler


Joanne LearyCornell University
Uschi KluteGBV

Michael PatrickThe University of Alabama
Vandana ShahCornell University

Nassib NassarIndex Data
Angela Zoss

Duke University

Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges

Linda MillerCornell University
Elena O'Malley


GavinChina     Holly MistlebauerCornell University

Discussion Items





Today's Attendance Taker: 

Today's notetaker:  

Last week's notetaker: Kevin Walker

Updates on Reporting SIG Meeting ScheduleSharon

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.

JIRA Updates

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 ReportingALL

Any updates or questions from the Data Privacy Subgroup?

Report Prioritization for Development in Data WarehouseDennis Bridges, Vandana Shah

Note: In order to get more information on the state of development in Resource Management, Sharon has asked Dennis Bridges to attend one of our upcoming Reporting SIG meetings.

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.

  • Today, we will focus mainly on Resource Management reports. Dennis Bridges , RM Product Owner, will join us for this discussion. Need to know what JIRA feature will cover each given in app report need, and how it will cover the report. (20 reports not accounted for).  Spreadsheet shows reports Dennis identified that will be covered by in app feature functionality, but we do have JIRA features to link these to. 
  • Eric Pennington will discuss the Shelf List Location report data model (save for June 10 if we run out of time)
  •  Unknown User (vandana)  will discuss the Missing and Lost Items report prototype  (save for June 10 if we run out of time)
Additional Topics?All No additional topics
Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings 

Action items

  • 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

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