Statement of Scope
Supporting FOLIO Reporting tools and platforms
The FOLIO Reporting Special Interest Group (SIG) engages in the following activities related to support of FOLIO reporting tools and platforms:
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Communication and Training
The FOLIO Reporting SIG engages in the following activities related to communication and training:
- develop and host training on topics related to FOLIO reporting (e.g., FOLIO data structures, basic SQL query development skills)
- create and maintain connections to functional area SIGs to facilitate tight connections between reporting tools and FOLIO app features and data structures
- provide an opportunity to share information between query development teams and subject matter experts, as well as people interested in different aspects of FOLIO reporting
- advocate for transparency in FOLIO governance practices to ensure that reporting considerations are being addressed
- advocate for additional community resources to be dedicated to reporting software and query development
- share updates on SIG activities with the broader FOLIO community
- maintain a public record of SIG activities
- engage in outreach to recruit new SIG members
- advertise the benefits of SIG participation to individuals (personal development, networking), institutions (representation, visibility), and the FOLIO community (design of effective reporting solutions)
- maintain FOLIO end user documentation that connects to LDP project documentation
- help clarify features of different reporting solutions and hosting options
* - including but not limited to: LDP, Metadb, LDLite, ldpmarc, FOLIO Analytics, LDP App
Reporting SIG Roadmap
of September 2022)
Near-term goals (3-6 months)
Complete Reporting SIG Vision and Strategy document (Statement of Scope, Roadmap, and Mission Statement)- Build a series of introductory training videos focused on learning the FOLIO data model in different functional areas and how FOLIO data can be queried in the LDP/Metadb
Complete porting all LDP derived tables to versions that work for MetadbDevelop a proposal for moving report requests from JIRA to GitHub and get FOLIO community buy-inAgree on a new documentation system for FOLIO Analytics queries (especially derived table queries) that provides a quick on-ramp for new LDP/Metadb users- Identify best practices for asynchronous community development and decision-making
Mid-term goals (6 months-2 years)
Increase attention to and support for LDLite and ldpmarcComplete the new framework for FOLIO Analytics documentation and move into maintenance phaseConsider proposing a PC meeting focused on discussing support for reporting, including an open discussion of hosting challenges; propose a small working group to explore solutions to hosting challenges (similar to the data privacy workgroup)- Discuss with TC the need for more detailed and earlier communication about changes in development that will affect the data model (note: even developers need this info because of dependency management and integrations)
- Build more explicit ties to the reporting community for ReShare, including several joint programming events
- Establish a quarterly schedule of outreach for reporting activities (e.g., FOLIO Forum presentations, WOLFcon presentations, direct communication with community members and institutions)
- Establish a regular schedule of recruitment for new SIG members
- Formalize rotation system for crucial SIG roles and activities (e.g., convener, documentation subteam, query reviewers, bugfest testers)
- Develop additional training on relevant topics (query builder app, SQL, Python/LDLite, GitHub, reviewing queries, transitioning from specific ILSs to FOLIO)
- Gather information from recent implementers on how they are using LDP reporting systems and FOLIO Analytics
Long-term goals (3-5 years)
- Support the LDP Library Data Platform project in efforts to identify a stable funding streamPivot from active query development to streams
- Support development of alternative reporting interfaces (e.g., Reporting App, shareable dashboards, FOLIO Dashboard widgets)
- Develop custom solutions for third-party data systems that are in common usage (e.g., Ares, ILL/BD, Caiasoft)
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