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Arthur Aguilera

University of Colorado, Boulder

Erin Block

University of Colorado, Boulder

Shannon Burke

Texas A&M University

Suzette Caneda

Stanford University

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Mark Canney

Lehigh University

Dung-Lan Chen

Skidmore College

Lloyd Chittenden

Marmot

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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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Stefan Dombek

Leipzig University

Jennifer Eustis

U. Massachusetts Amherst / Five College

Lynne Fors

Wellesley College

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Vanessa French

Lehigh University

Lisa Furubotten

Texas A&M University

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Mike Gorrell

Index Data

Alissa Hafele

Stanford University

Lucy Harrison

GALILEO

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Kara Hart

Wellesley College

Andrew Henryson

Texas A&M University

Corrie Hutchinson

Index Data

Jamie Jesanis

MCPHS

Jeanette Kalchik

Stanford University

Harry Kaplanian

EBSCO

Sarah Kasten

University of Chicago

Tim Kiser

Michigan State University

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Kevin Kishimoto

Stanford University

Ingolf Kuss

HBZ

Alexander Lao

Stanford University

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Joanne Leary

Cornell University

Eliana Lima

Fenway Library Organization

Eric Luhrs

Lehigh University

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Sharon Markus

Cornell University

Kathy McCarthy

EBSCO

Lisa McColl

Lehigh University

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Linda Miller

Cornell University

Joseph Molloy

Spokane Public Library

Kathleen Moore

EBSCO

Nassib Nassar

Index Data

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Elena O'Malley

Emerson

Tod Olson

University of Chicago

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Jean Pajerek

Cornell University

Kimberly Pamplin

Texas A&M University 

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Scott Perry

University of Chicago

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Natalya Pikulik

Cornell University

Emily Sanford

Michigan State University

Bob Scheier

Holy Cross

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Vandana Shah

Cornell University

Linnea Shieh

Stanford University

Rebekah Silverstein

Oklahoma State University

Susie Skowronek

Oakland University

Ken Smith

Valdosta State University

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Kimberly Smith

Middle Tennessee State University

Clare Spitzer

Stanford University

Amelia Sutton

U. Massachusetts

Simona Tabacaru

Texas A&M University

Huey-Ning Tan

Stanford University

Vitus Tang

Stanford University

Christie Thomas

University of Chicago

x

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

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

Update on Metadb 1.4 Testing

• Deployed in 2 environments (CU Boulder and Lehigh)

• Testing to be conducted over the next few weeks:

  • Add Mappings to correspond to some of the derived tables (See example below). Run queries using those new mappings.

    • Can people help with these mappings? Note the documentation in section 2.5.4

  • Add Mappings of more complex extractions (thank you for some test cases to use I will publish the list we have later this week). Run queries using those new mappings

  • ReSync to measure impact of CREATE MAPPING - First or second week of December

• Working group being formed to create the mapping over the next several weeks.

• Close to collecting daily statistics on Derived Table usage

Update on new FOLIO Reporting Environment

• This environment will include:

  • A FOLIO environment (Ramsons and then Sunflower - roughly the same timeframe as BugFest)

    • Including the Reporting App

  • A Metadb synced with ^ FOLIO

• Hoping to have it built in early December

Example of a Mapping created from a derived table creation script. From the po_lines_cost.sql script:

• FROM:

jsonb_extract_path_text(pol.jsonb, 'cost', 'listUnitPrice')::numeric(19,4) AS po_line_list_unit_price_phys,
jsonb_extract_path_text(pol.jsonb, 'cost', 'quantityPhysical') AS po_line_quant_phys,
jsonb_extract_path_text(pol.jsonb, 'cost', 'listUnitPriceElectronic')::numeric(19,4) AS po_line_list_unit_price_elec,
jsonb_extract_path_text(pol.jsonb, 'cost', 'quantityElectronic') AS po_line_quant_elec,
jsonb_extract_path_text(pol.jsonb, 'cost', 'additionalCost')::numeric(19,4) AS po_line_additional_cost,
jsonb_extract_path_text(pol.jsonb, 'cost', 'currency') AS po_line_currency,
jsonb_extract_path_text(pol.jsonb, 'cost', 'discount')::numeric(19,4) AS po_line_discount,
jsonb_extract_path_text(pol.jsonb, 'cost', 'discountType') AS po_line_discount_type,
jsonb_extract_path_text(pol.jsonb, 'cost', 'poLineEstimatedPrice')::numeric(19,4) AS po_line_estimated_price

TO this in the Mapping file

CREATE DATA MAPPING FOR json FROM TABLE folio_orders.po_line__ COLUMN jsonb PATH '$.cost' TO 'cost';

note that there is no way to limit the fields extracted, or to rename the columns as part of this feature.

NOTE 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.

• Do you have any experience of how many resources are required?

• Is it possible to buy consulting or support from Index Data if required?