Page Comparison

Announcements/Reminders

Changes in Reporting SIG Meetings

• Reporting SIG meetings will take place at 11am ET on the 2nd and 4th Mondays of the month only starting Monday February 12, 2024
  
• "Workshopping your queries" - part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have

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 

FOLIO Analytics Update

• Poppy and FOLIO Analytics 1.7 were both released in December.

Upcoming meeting topics (tentative)

• Metadb Updates, Nassib Nassar - March 11
• LDP to Metadb Transition Overview

Any new members?

• Welcome/introductions

• 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

2024-02-08 Product Council Agenda and Meeting Notes. We discussed the evaluation process for new functionality and the role of the PC in relation to the Community Council and Technical Council.

2024-02-22 Product Council Agenda and Meeting Notes. Owen introduced the new Serials app. This doesn't change current functionality. It will add new fields such as display label for serials. The Roadmap & Prioritization working group presented on its progress. There is a new page for the Roadmap. To follow development, this group is looking into having SIG's manage an implementers' page like the one for Acquisitions.

WOLFCon Call for Proposals: https://docs.google.com/forms/d/e/1FAIpQLSdwNClXIoe9YQGhQKYDvU0msyj8lkyruHSsssR4lQp_vCYdgA/viewform. The deadline is March 31st. There is a possibility that there will be a day for workshops; this is currently being discussed.

The D-Reporting Group has requested a description of the benefits of Metadb. We will review a working version of this write-up.

Workshopping Queries

Bring your questions on queries written for the LDP or Metadb so we can "workshop" them! This week we will focus on some new updates for derived tables related to finance from Stefan.

• (Stefan) Need updates for derived tables with transactions (LDP and Metadb):
  • finance_invoice_transactions https://github.com/folio-org/folio-analytics/issues/825
  • finance_transaction_invoices https://github.com/folio-org/folio-analytics/issues/830
  • We need an additional column to create correct calculations of the transaction amounts. This particularly applies to the “Credit” transaction types. Leipzig and Cornell confirm this using live data.
  • folio-analytics wiki: https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances#221-transaction-amounts-for-credits