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XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University
XJean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Sarah ParkDuke UniversityXSimona TabacaruTexas A&M

Clint BellangerAuburn UniversityXKevin WalkerThe University of Alabama

Ingolf Kusshbz
Christie ThomasUniversity of Chicago

Joshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago
XMichael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)XNancy BolducCornell University

Shirley MoentnishMissouri StateXEric PenningtonTexas A&M
XStefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz

Natalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO
XAmelia SuttonU. Massachusetts
Heather LoehrHanover College

Mary MorganGrand Valley State UniversityxXJennifer EustisU. Massachusetts Amherst / Five College

Aaron NeslinFive Colleges
Laura DanielsCornell University





Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates

Announcements /



Registration for WOLFcon (June 1 to 3) is open - and free!

Test Data

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.

Cluster Ranking

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

  • Action =>> Please review Reporting SIG-All Report Clusters (64 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
  • For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.
Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & 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.

Reporting SIG Documentation Subgroup

    • Had a good discussion about how to push through on our first draft of documentation
    • Will finish first draft by May 14, and then sometime during the week of May 17 will be sharing the documentation to the SIG for review
    • Context

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Last Tuesday, we worked on the recommendations for LDP Marc. This discussion brought up an interesting find in relation to how FOLIO Quickmarc and FOLIO Data Import update the json file for the marc srs record on update. For Quickmarc, there is a matching or masking identifier called matched_id that is related to the real UUID for the different versions of the marc srs; a new UUID is assigned when the marc srs record is edited and saved. This is not the case for Data Import. The group has forwarded questions to Ann-Marie Breaux who is the PO for Data Import to explain the administrative metadata in the json file for the marc srs and how the FOLIO apps Quickmarc and Data Import act on this file at the time of the creation and update (or edit) of marc srs records. Today, Ann-Marie Breaux, PO For Data Import, posted notes on the administrative metadata in the json file for MARC SRS records, Data Import FAQ.
  • If you have general comments and questions about LDP Marc, please add them to this spreadsheet. The original spreadsheet of use cases submitted to Nassib can be found in this document.  
  • For general report development, the working group uses this spreadsheet to track JIRA issues, priority, and reports needed. However, because many institutions are going live, we would like to focus on completing the following:
    • OCLC synchronization report
    • Duplicate orders reports
    • HathiTrust reports
    • More LDP Marc testing

ERM Working Group

RM Working Group

  • fix to finance_transactions_invoices derived table
  • planning and work for 1.2 queries started last week
    • subscriptions
    • more with invoices and orders
    • vouchers
  • for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group

  • ACRL query set included in FOLIO-Analytics 1.1 release
  • new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
  • New organizational structure for External Statistics reports
    • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
    • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
    • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
    • each reporting development team will take responsibility for the queries in their area for the external statistics clusters

Reporting Rollout Plans from different implementing InstitutionsSharon / Angela / others
  • Cornell (Sharon)
  • Duke (Angela
Demo of MARC queriesAngela? Jen?
Topics for Future MeetingsAll
  • SRS MARC database structure: might it be worth separating control fields from data fields so fixed fields can be indexed differently from free text fields, maybe would reduce self joins on the table
    • could include in proposal, coordinate with Jennifer
  • Rollout plans from institutions
  • Follow-up on Quickmarc/Data Import conflicts

Review and update Topics for Future Reporting SIG Meetings 

  •  A test Action Item (Ingolf)