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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

Nassib 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

Stefan DombekLeipzig UniversityregretsAxel DoerrerUniversity Mainz
XNatalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO

Amelia SuttonU. Massachusetts
Heather LoehrHanover College

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

Aaron NeslinFive Colleges
Laura DanielsCornell University

Jesse LambertsonUniversity of Chicago





Attendance & NotesAngela

Attendance & Notes

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

Announcements /


Updates on Meetings

  • May 31 is a U.S. holiday, so we will cancel the meeting that day
  • Starting June 7, Angela will be the host of the meetings, so we have a new generic calendar event for the meetings starting in June
  • Note that cancellations will be announced in meetings and via email and Slack, but the calendar file will not automatically update with cancellations


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 (54 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 deadline to finish first draft by May 14, and then sometime during this week we will be sharing the documentation with the SIG for review
    • Context

RA/UM Working Group

MM Working Group

  • We discussed questions from Nassib for the recommendations for the LDP Marc.
    • One of the main questions of the group is how will the addition to MARC authorities and holdings affect the tables and how will these records be distinguished.
  • 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

  • working on queries for the 1.2 FOLIO Analytics release
    • voucher_lines_with_po_line and voucher_summary
    • reorganizing REP issues from the RM-Costs Cluster into more specific report clusters
    • subscriptions cost and subscriptions count
    • more with invoices and orders
    • more with funds
  • for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group

  • no updates currently
  • 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

For all recent work on FOLIO Reporting SQL development:

Reporting Rollout Plans from different implementing InstitutionsSharon / Angela / others
  • Duke (Angela)
Topics for Future MeetingsAll
  • Rollout plans from institutions
  • Updates from WOLFcon
  • Follow-up on MARC status, Quickmarc/Data Import conflicts
  • Reporting SIG representation on Support SIG
  • How-Tos:
    • adding test data in FOLIO snapshot
  • Cornell's report ticketing system
  • Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)

Review and update Topics for Future Reporting SIG Meetings 

  •  A test Action Item (Ingolf)