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Attendance

Attendance & Notes

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

Announcements/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?" 

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 Gorrell

1. Dev Team is working on test strategy for Metadb 1.4, which includes ability to transform JSON natively (not via Derived Tables).

• Recall we need to test performance and prioritize which tables/elements/columns get transformed

• We will be working with CU Boulder to schedule testing in their environment

• Hoping for a November release - more news next week

  • Derived tables will continue to be created, but will evaluate which should continue.

  • More information on indexes in the future

2. FOLIO Reference environment - we are planning to provision a community reference environment for Metadb <-> FOLIO testing. We are hoping to have this in place leading up to the Ramsons release at the end of the year.

• The environment will be separate from existing environments

• There will be a public Metadb instance that corresponds with a FOLIO instance.

• We will update the environment to be on the next release (Ramsons) roughly the same time as Bugfest starts (Mid-November) so that we can test Metadb with new FOLIO features.

• Given the timing, we may be using Metadb 1.4 - TBD.

• QUESTION - what data will we use for this environment?

3. New Index Data Team member -Lauren Seney - replacing Corrie for many things - will be growing into her role with Metadb.

Using Tableau with Metadb

Suzette Caneda, Irina Trapido

A link to the presentation can be found at

Using Tableau with Metadb