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Announcements /
Reminders

Reporting SIG Holiday Schedule

• Plan to cancel December 27 and January 3

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.

Follow up on 11/29 discussion about lack of communication between developers and SMEs, lack of transparency in other areas of FOLIO 

Angela will lead some introductory SQL sessions for anyone wishing to participate

• Copy Can use DBeaver and connect to folio_snapshot LDP
• If not using DBeaver:
  • Use a browser-based database tool (sqliteonline)
  • Download copy ("dump") of the folio_snapshot LDP (SQL file)
  • Angela will walk through how to load the data into sqliteonline
• Slides from Library Carpentry SQL lessons
  • Basic idea behind relational databases
  • Selecting and sorting
  • Filtering and limiting
  • Aggregating and calculating
  • Ordering and commenting
  • Aliases
  • Joins

RM Working Group

• working on LDP to Metadb table mapping spreadsheet to prepare for transition to Metadb
• subscription costs and subscription counts queries PR posted to folio-analytics
• casting numbers: need to cast numbers related to finances as decimals, not money; money rounds up, which may throw totals off
• looking at using https://mermaid-js.github.io/mermaid/#/ to document data models in finance areas of FOLIO 
• exploring ways to make it easier to find options for reporting parameters in your LDP (e.g., a list of locations, item statuses, etc.)
• several queries for RM completed, but still need documentation, testing, and review
• for latest updates, see RM Prototype and Query Development Status
• weekly meetings on Thursdays at 9am ET on zoom – contact Sharon Beltaine for zoom link and invitation

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:

• https://github.com/folio-org/folio-analytics/commits/main

• Follow-up on MARC status, Quickmarc/Data Import conflicts
• How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model
• Show and tell
  • how are institutions using the LDP
  • examples of using the local schema
  • Cornell's report ticketing system
  • Rollout plans from institutions
  • Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)
  • What is done in JIRA? (JIRA clean up)
• Training topics
  • adding test data in FOLIO snapshot
  • How to do ad hoc querying with the derived tables
  • How to use the LDP app
  • using KNIME to build reports (LDP edition)
  • use of local schema for custom tables
  • more on MARC (ask Jennifer)
  • using different applications (other than DBeaver)
  • Insomnia for API queries?
  • SQL
  • LDP to metadb
  • Metadb implications
    • if schema changes, will that be relatively seamless? old fields still in history, but new fields in current?
    • if fields are deprecated and removed, what happens if they come back again?
    • how will deleted records show up?
  • GitHub
  • Panorama
  • LDLite (again?)
• Discussion:
  • how to rank clusters with institutional rankings going away?
  • consortia SIG is talking about a central office app of some kind; that app might need to deal with consortia-wide reporting
  • how to train:
    • wiki pages with examples? form a small project team? (e.g., how to pull from marc, how to use local schema)
    • each dev team create training about the data structures in that area?
  • Query style (ask Nassib)
  • Gathering institutional query repositories; someone can propose a new page or a new addition to an existing page on FOLIO Analytics?
• Upcoming:
  • SQL advice/query optimization (Axel)
  • query demo - MARC (Tod)
  • Intro to SQL training (December 6 and 13 at least)
  • revisit discussion on openness/transparency in communication and open source software; decide as a group what we would like to advocate for

Review and update Topics for Future Reporting SIG Meetings