Announcements /
Reminders | Angela | New meeting: LDP Users Group - May 12 (11:00 a.m. Eastern)
- informal: share news and recent work
- Both LDP 1.x and Metadb users, but introducing more Metadb content, more cross-FOLIO-ReShare content
How to find our latest recordings
Time for a Training Working Group? - One of our Goals for 2022 is to develop training and onboarding resources specific to reporting
- Is it time to form a small team?
- Anyone interested?
(Always) Recruiting New Query Developers - The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.
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| 2022 Goal: Develop a FOLIO Reporting Vision and Strategy | All | From our Goals for 2022: Develop a FOLIO Reporting Vision and Strategy (Secondary goal: come up with language that can be used to explain to our institutions the importance of the work and of devoting resources.) - What should this vision and strategy be used for in the SIG?
- really helpful for people who are new to the FOLIO ecosystem - where to get involved, what to pay attention to
- good to put boundaries around what you do and you don't do (also something that can influence our goals); do we do in-app reporting? data warehouse reporting? just good to articulate what you're working on, both for people who are new, people outside the group, and for honing our goals
- components of our vision and strategy work (proposal from 4/11 meeting):
- mission statement or motto: short, 1-2 sentences, that summarizes our approach to our work
- statement of scope: what do we do? why? what don't we do? why?
- roadmap: short- and long-term milestones and goals for SIG activity
- could be challenging or time consuming to come up with, but think it would add good added context
- also can be energizing - very concrete, and can be good to to have a specific target when you want to move forward
- brainstorm for statement of scope:
- been a good place for people to come as a centralized point of information; with the subgroups, people get split up, but the SIG meeting brings everyone together to get acquainted with things
- have also gotten great introductory info here, with demos and the agenda topics
- to guide the development of the FOLIO reporting environments and tools
- providing information about what our users need, through needs assessment
- testing systems
- feedback on system design proposals
- develop reporting tools that serve the needs of different kinds of users
- developing sample queries
- influencing the shape of the product by building derived table queries - responding directly to user needs by designing helpful tables on top of the basic structure
- Identifying reporting-specific needs as it relates to the Folio community - like need for good communication in development; influencing and advocating for FOLIO governance practices that meet the needs of the reporting community
- helping SIG members understand what's under the hood of FOLIO
- helpful in understanding the structure of FOLIO. It's come in handy in debugging/identifying issues after going live.
- Helping other SIGs - outreach to other SIGs, maintaining strong ties for information flow/support of each other's work
- bridging the knowledge gap between the technical and non-technical people
- making sure we're not duplicating effort, making sure we're not working on something that is already available in-app
- giving feedback to FOLIO app developers on what is needed to support reporting
- what systems does the SIG consider to be part of its purview?
- the growing LDP ecosystem (LDP 1.x, Metadb, LDLite, LDP MARC, the LDP app, FOLIO Analytics) - committed to being active stakeholders in these systems
- additional reporting solutions (e.g., direct reporting against FOLIO APIs, in-app FOLIO reports, additional third-party tools) - preference for open over closed tools; serve as a resource to other reporting solutions looking for feedback or partnership
- connecting non-FOLIO datasets to FOLIO data
- especially ReShare, because the reporting platform is part of the LDP ecosystem
- even for non-ReShare data, this work is well supported by the LDP ecosystem
- legacy system data
- training and onboarding, marketing and outreach
- advocate for resources for reporting
- documentation
Let's start discussing! |
| Updates and Query Demonstrations from Various Reporting Related Groups and Efforts | Community & Coordination, Reporting Subgroup Leads | Project updates Reporting development is using small subgroups to address priorities and complete work on report queries. Each week, these groups will share reports/queries with the Reporting SIG. Reporting development team leads are encouraged to enter a summary of their work group activities below. RA/UM Working Group - Meetings have become more of a lab session, working through specific problems
- Angela has been attending RA SIG meetings to open the lines of communication, now once a month
- Contact Angela if you would like to join these meetings; second Wednesdays at 1pm Eastern
- Context
MM Working Group - Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata.
- We are still looking for help with derived tables and reviewers. See our sign up sheet.
- Our next session will go through the review process and one more example of porting over a derived table from LDP to metaDB.
ERM Working Group
RM Working Group - group is working on RM-related derived tables for Metadb
- for latest query development updates, see RM Prototype and Query Development Status
- Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Beltaine if you would like to join us
- Next meeting is Tuesday, April 19 11am-noon ET
Reporting SIG Documentation Subgroup - Honeysuckle documentation is live on https://docs.folio.org/docs/
- Iris documentation is in progress, due December 15
- Additional Context
- The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)
External Statistics Working Group - no updates currently
- 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
Product Council
For all recent work on FOLIO Reporting SQL development:
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