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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization

XSharon BeltaineCornell UniversityXSara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University

Elizabeth EdwardsUniversity of ChicagoXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

X

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg
XAnne L. HighsmithTexas A&M
Simona TabacaruTexas A&M

Harry KaplanianEBSCOXKevin WalkerThe University of Alabama

Ingolf Kusshbz
Charlotte WhittIndex Data

Lina LakhiaSOAS

Michael Winkler

OLE

Joanne LearyCornell University
Uschi KluteGBV
XMichael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University


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

Emerson


GavinChina     Holly MistlebauerCornell University

Ann CrowleyCornellXEric PenningtonTexas A&M

Veit Köppen










Discussion Items

Item

Who

Notes

AttendanceSharon

Today's Attendance Taker: Linda Miller

Today's notetaker:  Vandana Shah

Last week's notetaker: Tod Olson

Updates on Reporting SIG Meeting ScheduleSharon

Reminder: 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.

Report Prioritization for Development in Data WarehouseAll

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.

  • We will determine whether to categorize each of the 20 In App Resource Management reports as in app or for LDP based on feedback from Dennis last Reporting SIG meeting. Please note the JIRA issues on search/filter/calc/export within RM application features that are relevant to this analysis: 
    • UXPROD-1760 - Getting issue details... STATUS  Search result summary widget
    • UXPROD-1403 - Getting issue details... STATUS  Export Current selection to CSV
    • UXPROD-701 - Getting issue details... STATUS   Ability to export and import the associated Funds and Budgets for a certain Ledger

Notes:

Holly added filters for functional areas in JIRA, making it easier to identify reports containing issues related to specific areas on iterest

Reporting JIRA Issue Filters


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?

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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