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  • @Sharon Beltaine
  • @Ingolf Kuss
  • Katalin Lovagné Szűcs
  • Robert Sass
  • @Joanne Leary
  • Anne L. Highsmith
  • @Peter Murray
  • Charlotte Whitt
  • @Simona Tabacaru
  • @Scott Perry
  • @Doreen Herold
  • Vince Bareau
  • Harry Kaplanian
  • Michael Winkler

  • Christine Wise
  • John Krug

  • @Tod Olson

  • @Claudius Herkt-Januschek
  • Ginny Boyer
  • @Kevin Walker


  • Folio Reporting Development Report 
  • Capturing Performance Needs for Reporting
  • Reporting Use Case Development

Discussion items


Assign notetaker,

take attendance,

review agenda

Sharon Beltaine

Previous Notetaker: Simona Tabacaru

Today's Notetaker: Scott Perry

 IntroductionsKevin Walker-meet our newest member: Kevin Walker, from University of Alabama

 SIG CompositionSharon Beltaine

-Sharon working with Product Council and Other SIG conveners to review the composition of the Reporting SIG

-Do we have all the representation we need? Where are the gaps?

-Reminder: If you have not completed your entry in the Reporting SIG Roles table on the Reporting SIG home page, please do so by the end of this week; this information is needed for our review of the current composition of the Reporting SIG

Distributed ReportingSharon Beltaine-Sharon and Ginny Boyer lining up representative from Duke University to discuss Symplectic Elements to provide an example of a distributed reporting environment

Folio Reporting Development ReportPeter Murray

-Peter Murray to discuss his Report on Business Intelligence consultant conversation on Folio Reporting Development

  • good to have cross-sig reporting meeting
  • data model not ready enough
  • reporting needs to be included early in planning

Performance Issues for Reporting ToolsAll-How can we capture our performance needs in the reporting requirements? Ideas?

Use Case CategoriesSharon Beltaine

-review of process for adding information to Cornell Folio reporting requirements about report data sources being within-app, cross-app, and cross-system

-please complete this column for your reports in the reporting requirements document by the end of this week

-here is the Folio Reporting Requirements document: Reporting SIG master spreadsheet

Folio End of Year ReviewAll

Who got to attend the Folio End of Year Review? If you have not seen it yet, here is the recording:

-next meeting is January 8

Other Topics?All-other topics

Next Meeting AgendaAll

-no meetings for the next 2 Mondays (Dec 25 and Jan 1) due to holidays

-next Reporting SIG meeting is Monday, January 8, 2018

-topics for January 8 meeting??

-Review Use Cases for Frequency criteria and within-app, cross-app, and cross-system functionality

Kudos for 2017!All

As this is the last meeting of the year, we will acknowledge the many contributions of our generous and knowledgeable Reporting SIG members for all their hard work this past year. Please unmute yourselves....

Action items

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