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Date

How to Join the Meeting

Meetings are held on Zoom 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.

Here are the Zoom details:

Join from PC, Mac, Linux, iOS or Android: https://openlibraryfoundation.zoom.us/j/601231377?pwd=ZVFtQWxUaTFLb1J3b1JPdlZqZU1lQT09

Or iPhone one-tap (US Toll):  +13017158592,,601231377# or +13126266799,,601231377#

Or Telephone:

    Dial: +1 408 638 0968 (US Toll) or +1 646 558 8656 (US Toll)

    Meeting ID: 601 231 377

   Find your local number: https://openlibraryfoundation.zoom.us/u/ketrxUP4uW

Attendees

Present?

Name

Namex

Organization

Arthur Aguilera

University of Colorado, Boulder

x

Sharon Beltaine

Cornell University

Erin Block

University of Colorado, Boulder

Shannon Burke

Texas A&M

Suzette Caneda

Stanford University

Dung-Lan Chen

Skidmore College

Lloyd Chittenden

Marmot

x

Ann Crowley

Cornell University

Tim Dannay

Mount Holyoke College

x

Danielle Dempsey

Villanova University

Axel Doerrer

University Mainz

Shelley Doljack

Stanford University

x

Stefan Dombek

Leipzig University

x

Jennifer Eustis

U. Massachusetts Amherst / Five College

Lynne Fors

Wellesley College

Lisa Furubotten

Texas A&M

Mike Gorrell

Index Data

Alissa Hafele

Stanford University

x

Lucy Harrison

GALILEO

x

Kara Hart

Wellesley College

Corrie Hutchinson

Index Data

Jamie Jesanis

MCPHS

Jeanette Kalchik

Stanford University

Harry Kaplanian

EBSCO

x

Sarah Kasten

University of Chicago

Tim Kiser

Michigan State University

x

Kevin Kishimoto

Stanford University

Ingolf Kuss

HBZ

Alexander Lao

Stanford University

Joanne Leary

Cornell University

Eliana Lima

Fenway Library Organizationder

Eric Luhrs

Lehigh University

Kathy McCarthy

EBSCO

Lisa McColl

Lehigh University

x

Linda Miller

Cornell University

Joseph Molloy

Spokane Public Library

Kathleen Moore

Nassib Nassar

Index Data

x

Elena O'Malley

Emerson

Tod Olson

University of Chicago

x

Jean Pajerek

Cornell University

x

Kimberly Pamplin

Texas A&M University 

x

Scott Perry

University of Chicago

x

Natalya Pikulik

Cornell University

Emily Sanford

Michigan State University

x

Bob Scheier

Holy Cross

Vandana Shah

Cornell University

Linnea Shieh

Stanford University

x

Rebekah Silverstein

Oklahoma State University

Susie Skowronek

Oakland University

Ken Smith

Valdosta State University

x

Kimberly Smith

Middle Tennessee State University

Clare Spitzer

Stanford University

Amelia Sutton

U. Massachusetts

Simona Tabacaru

Texas A&M

Huey-Ning Tan

Stanford University

Vitus Tang

Stanford University

x

Christie Thomas

University of Chicago

Irina Trapido

Stanford University

Catherine Tuohy

Emmanuel College

x

Patrick Waite

U. Mass Amherst

Visitors:

Discussion Items

Item

Who

Notes

Attendance & Notes

Scott

Attendance & Notes

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

  • Today's note-takers:  Team Leads for project updates

Announcements/Reminders

Scott

Announcements:

No meeting September 2 (Labor Day US) or 23 (WolfCon)

  • Wolfcon 2024 coming up in September

    • Here is a summary of information about WOLFCon 2024 from Jesse Koennecke:

      • Location and Dates: Senate House, University of London, September 24-26, 2024

      • Registration Open:

 Join

      •  Join us at Senate House, University of London. September 24-26, 2024. Register now

 through

      •  through July 31, 2024 for an early bird discounted rate.

      • Learn more about WOLFcon 2024: Want to learn more about the Open Library Foundation and WOLFcon? Be sure

to 
 where

      •  where you can learn more about the foundation, members projects, communities, and the annual conference.

  • 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)

  • Upcoming Reporting SIG meeting topics (tentative)

    • Reporting App use at various institutions

    • More Metadb training

    • Wolfcon debrief

  • Any new members?

    • Welcome/introductions

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 

  • Query developers

Metadb and

Review “What is FOLIO Reporting” outline

Scott, Sharon

The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like.

What is FOLIO Reporting?

Preparing for FOLIO Analytics for Quesnelia

Mike Gorrell

News!

  • CU Boulder has agreed to be the LDP "Beta Partner" YAY!
    • This means they will be the official testbed for new Metadb and FOLIO-Analytics software
    • The process will include their Test and their Production environment. Generally:
      • Deploy to their test environment
        • Run general (regression) and release-specific tests
        • Once 'accepted'...
      • Deploy to Production
        • Run general (regression) and release-specific tests
        • Once 'accepted'... the releases will be officially released
    • Index Data will be working closely with CU Boulder on testing and verification
    • Can the community offer any test ideas (queries, etc.)?
  • New Releases for Metadb (likely 1.4) and FOLIO-Analytics (likely V1.7.9)
    • Targeting Early September for beginning the testing process
    • Communicate via Slack–MG will provide the correct channel
    • Not testing Reporting App because it doesn't change (the underlying source remains the same)
  • Will create a community reference environment

Sharon

We will review topics and issues to prepare for development for the next version of FOLIO Analytics, which is version 1.8 for Quesnelia. Topics will include:

  • derived table updates for donor/organizations changes

    • Need to rewrite derived tables with donor in the PO and donor in organization; new column on organizations table called “is_donor”

    • status code language name export_to_accounting is_vendor erp_code payment_method description liable_for_vat is_donor

  • derived table updates for the Serials app

  • other topics?

Review of FOLIO Analytics Issues:

https://github.com/folio-org/folio-analytics/issues

LDP software development support

Scott, Sharon

LDP software development: what should our cutoff date be for LDP software and consulting support?

LDP support will cease tentatively at the end of 2024.  All of the JSON will be exposed in metadb soon.
Warning messages to the broader community.  Align completely with named FOLIO releases.  Who is still using LDP and needs to use it

?  Ask Mike?Workshopping QueriesChristiePlease bring any query issues so the group can work through them together.  If possible, please send to Christie Thomas in advanceReporting AppScottAre there any institutions running the Reporting App

?

If so, we'd like to collaborate with you on a plan for a demo of how different institutions are using the Reporting App.

 

PC UpdateJennifer

2024-08-08 Product Council Agenda & Meeting Notes

The FOLIO developer advocate updated the PC on progress on a new manual for developers. Then the PC discussed how to manage and track the type of progress members are interested in including climate. This is an ongoing discussion.

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

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

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)

  • Ongoing topics: Workshopping, DBS statistics

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

Product Council

Reporting SIG Documentation Subgroup

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

  • Quesnelia 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: