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Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

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

Individual accounts for folio_snapshot

All

Let Nassib know if you're using folio_snapshot. He is setting up individual accounts, rather than the group "ldp" account.

Announcements /
Reminders

Angela

Recruiting New Query Developers

The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.

DBeaver tips

Sharon

Slides:

Widget Connector

url	https://docs.google.com/presentation/d/1zIEKHXVHsQwXdCjspCyN7eHcZe4SwlKAVJhOA0vloL4/edit#slide=id.p1

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts

Community & 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.

RA/UM Working Group

Getting back into query writing, will talk soon about whether to focus on metadb or keep going with new LDP queries
Angela will begin attending RA SIG meetings every two weeks or so to open the lines of communication
Context
- Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit
- Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM

MM Working Group

The zoom link for the meeting is https://umass-amherst.zoom.us/j/99254861410. Usual FOLIO password.

ERM Working Group

On going investigation on extracting ERM data with LDlite
- will try to rebuild existing derived tables with LDlite
Improvement to some ERM queries / derived tables are released
ERM Prototype and Query Development Status
Bi-weekly schedule (next meeting 9th, November 9:00 AM ET)
- Zoomlink (password is the common zoom password in the FOLIO community)

RM Working Group

dividing fund_expenditures_by_po_line into 2 queries: one that uses invoice payments as date range and another that uses fiscal year
reviewed HathiTrust serial holdings report, revised for use at Cornell
exploring ways to make it easier to find options for reporting parameters in your LDP (e.g., a list of locations, item statuses, etc.)
several queries for RM completed, but still need documentation, testing, and review
for latest updates, see RM Prototype and Query Development Status

Reporting SIG Documentation Subgroup

No changes
Additional Context
- Over the next few months, Reporting SIG Documentation Subgroup will be helping to build end-user documentation for https://docs.folio.org/docs/ (much will be linking to existing documentation over on GitHub)
- see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki

External Statistics Working Group

no updates currently
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

Product Council

For all recent work on FOLIO Reporting SQL development:

https://github.com/folio-org/folio-analytics/commits/main

Topics for Future Meetings

All

Follow-up on MARC status, Quickmarc/Data Import conflicts
How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model
Show and tell
- how are institutions using the LDP
- examples of using the local schema
- Cornell's report ticketing system
- Rollout plans from institutions
- Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)
- What is done in JIRA? (JIRA clean up)
Training topics
- adding test data in FOLIO snapshot
- How to do ad hoc querying with the derived tables
- How to use the LDP app
- using KNIME to build reports (LDP edition)
- use of local schema for custom tables
- more on MARC (ask Jennifer)
- using different applications (other than DBeaver)
- Insomnia for API queries?
- SQL
- LDP to metadb
- non-Roman script querying (Stefan)
- Metadb implications
  - if schema changes, will that be relatively seamless? old fields still in history, but new fields in current?
  - if fields are deprecated and removed, what happens if they come back again?
  - how will deleted records show up?
- GitHub
- Panorama
- LDLite (again?)
Discussion:
- how to rank clusters with institutional rankings going away?
- consortia SIG is talking about a central office app of some kind; that app might need to deal with consortia-wide reporting
- how to train:
  - wiki pages with examples? form a small project team? (e.g., how to pull from marc, how to use local schema)
  - each dev team create training about the data structures in that area?
- Query style (ask Nassib)
Upcoming:
- Nov 1: DBeaver tips (Sharon)
- Nov 8: querying non-Roman scripts (Stefan)
- query optimization (Axel?)

Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)

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