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Attendance

Attendance & Notes

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

Announcements and Reminders

Scott

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?" 

• November 25 and December 23 meetings are canceled

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)
  

  • Derived Tables

  • 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

Metadb update and data array extraction

Mike

LDP Software retirement 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 future

Scott/Sharon

Workshopping

Christie

Hi Metadb experts, I might be missing something obvious, but I am having trouble joining the folio_licenses.document_attachment table with the main folio_licenses.licenses table to see which document attachment belongs to which license. Is there a way to connect these two tables?

Experience with Metadb (Resources)

D-A-CH

A few libraries in Germany would like to start using Metadb soon. In most cases, hosting is in own data centers. The working group needs experience reports on what resources are required.

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables

  • Beta version available.

• Build Metadb query cookbook-style documentation

  • ongoing project

  • The first cookbooks are available and are being expanded. See https://github.com/folio-org/folio-analytics/wiki#cookbooks

• Build Training Program for FOLIO Data Model

  • ACQ/ERM drafts have been presented and will be updated

• Recruit from new institutions not represented

  • recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

• LDP release notes

• Metadb release notes (via tags)

• LDLite release notes (via tags)

• ldpmarc release notes

• LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)

• FOLIO Analytics release notes 

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

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.

D-A-CH Working Group (D-Reporting)

• A few libraries in Germany would like to start using Metadb soon. In most cases, hosting is in own data centers. The working group needs experience reports on what resources are required.

• Ongoing topics: Workshopping, DBS statistics

  • Unification of reference data when mapping data from German union catalogs to FOLIO. Collaboration with the MM working group (D-A-CH).

  • Statistics after data anonymization according to GDPR. Collaboration with the RA/UM working group (D-A-CH

• • )

• • .

• Meetings: Contact Stefan Dombek if you would like to get a calendar invitation

Reporting SIG Documentation Subgroup

• Quesnelia documentation is live on https://docs.folio.org/docs/

• Ramsons documentation is in development

• 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)

For all recent work on FOLIO Reporting SQL development:

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

FOLIO Product Council

Jennifer Eustis

2024-10-31 Product Council Meeting Notes

• FOLIO Bugfest starts on 11/11 for 2 weeks. There is a real need for testers.

• New Claiming App (Sunflower). With Sunflower, there will be a new App for claiming. This app will simplify the identification of late pieces and allow institutions to send claims to vendors.

2024-10-17 Product Council Agenda and Meeting Notes

PC is looking at goals for this year. One goal is working on prioritization. The PC would like to be able to understand what the priorities are for each SIG and possible gaps. Other SIGs are creating Implementers pages through the use of Jira dashboards and lists of issues. Examples are:

Acquisitions SIG: Acquisitions/Resource Management implementers

Data Import: Data Import Implementers Topic Tracker

BELA: Bulk Edit Resource Management Implementation Topics

Each SIG and working group approaches this slightly differently depending on the needs of the group. What would work here to communicate the priorities and gaps with FOLIO reporting to the PC?