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Arthur Aguilera

University of Colorado, Boulder

Erin Block

University of Colorado, Boulder

Shannon Burke

Texas A&M

Suzette Caneda

Stanford University

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Mark Canney

Lehigh University

Dung-Lan Chen

Skidmore College

Lloyd Chittenden

Marmot

Ann Crowley

Cornell University

Tim Dannay

Mount Holyoke College

Danielle Dempsey

Villanova University

Axel Doerrer

University Mainz

Shelley Doljack

Stanford University

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Leipzig University

Jennifer Eustis

U. Massachusetts Amherst / Five College

Lynne Fors

Wellesley College

Vanessa French

Lehigh University

Lisa Furubotten

Texas A&M

Mike Gorrell

Index Data

Alissa Hafele

Stanford University

Lucy Harrison

GALILEO

Kara Hart

Wellesley College

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Corrie Hutchinson

Index Data

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MCPHS

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Stanford University

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EBSCO

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University of Chicago

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Michigan State University

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Stanford University

Ingolf Kuss

HBZ

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Stanford University

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Eliana Lima

Fenway Library Organization

Eric Luhrs

Lehigh University

Sharon Markus

Cornell University

Kathy McCarthy

EBSCO

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Lehigh University

Linda Miller

Cornell University

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Spokane Public Library

Kathleen Moore

EBSCO

Nassib Nassar

Index Data

Elena O'Malley

Emerson

Tod Olson

University of Chicago

Jean Pajerek

Cornell University

Kimberly Pamplin

Texas A&M University 

Scott Perry

University of Chicago

Natalya Pikulik

Cornell University

Emily Sanford

Michigan State University

Bob Scheier

Holy Cross

Vandana Shah

Cornell University

Linnea Shieh

Stanford University

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Middle Tennessee State University

Clare Spitzer

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Texas A&M

Huey-Ning Tan

Stanford University

Vitus Tang

Stanford University

Christie Thomas

University of Chicago

Irina Trapido

Stanford University

Catherine Tuohy

Emmanuel College

Patrick Waite

U. Mass Amherst

Visitors:

Attendance

Attendance & Notes

• Today's attendance-taker: Linda (or substitute)
  

Announcements /and Reminders

ScottSharon

Announcements:

• About the Reporting SIG meeting schedule

  • Meetings are held on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics. 

  • "business" means topics like presentations on reporting functionality and new features, new reporting applications, surveys and studies on reporting, etc.

  • "development" means working on derived tables and report queries for the folio-analytics GitHub repository

  • "workshopping" queries could be scheduled during any of these meetings, and it would be great to have topics and/or questions in advance so we can prepare to walk through the answers/approaches, such as "how to I fix this inventory query to get rid of the duplicates?" or "what is the best way to calculate totals in this finance query?" 

Ongoing Topics:

• Workshopping your queries

  • part of each Reporting SIG business meeting will be devoted to time to work through any query questions you may have

  • please reach out to Christie Thomas if you have a question you would like to "workshop" during an upcoming Reporting SIG meeting

• Impacts of New Fields and Features (Sharon)

  • Are there any new fields or features we should know about from any of the functional areas that may impact reporting?

  • Review and update the Impacts of New Fields and Features on Reporting grid 

• Upcoming Reporting SIG meeting topics (tentative)
  

  • Reporting App use at various institutions

  • More Metadb training

• Any new members?

  • Welcome/introductions

• How to find our latest recordings

  • Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page

SIG Recruitment:

We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Please reach out to Scott Perry or Sharon Markus with any questions.

• Representative for the Documentation Working Group 

  • urgently needed

  • work with reporting documentation team to  update Reporting section of FOLIO documentation for each FOLIO software release 

  • see https://docs.folio.org/docs/reporting/

• Query developers

  • ongoing need

  • work on derived tables and report queries for the FOLIO Analytics repository and to support Metadb

  • see https://github.com/folio-org/folio-analytics

Index Data updates

Mike GorrellLDP Retirement Date Reminder

Sharon

LDP Software retirement March is May 1, 2025

• Please reach out to Mike Gorrell at Index Data if you have questions

• All institutions who have been running LDP should be completely migrated to Metadb by that date

Derived Table Futures

Scott Perry, Sharon Markus

We will continue our discussion on the future of derived table development. There are several factors to consider, such as community maintenance and lack of live synchronization. There are also options for us to consider for future development, such as CTEs (Common Table Expressions) and FUNCTIONS.

• See Derived Table Review Fall 2024