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xArthur AguileraUniversity of Colorado, BoulderxLinda MillerCornell University

Sharon BeltaineCornell University
Nassib NassarIndex Data

Nancy BolducCornell UniversityxElena O'MalleyEmerson

Lloyd ChittendenMarmotxTod OlsonUniversity of Chicago
xAxel DoerrerUniversity MainzxJean PajerekCornell University

Shelley DoljackStanford UniversityxMichael PatrickThe University of Alabama


Stefan DombekLeipzig UniversityxEric PenningtonTexas A&M
xJennifer EustisU. Massachusetts Amherst / Five CollegexScott PerryUniversity of Chicago
xAlissa HafeleStanford UniversityxNatalya PikulikCornell University

Ingolf Kusshbz
Vandana ShahCornell University

Kim LaineCornell UniversityxAmelia SuttonU. Massachusetts

Joanne LearyCornell UniversityxSimona TabacaruTexas A&M
xEliana LimaFenway Library OrganizationxKevin WalkerThe University of Alabama
xEric LuhrsLehigh UniversityxAngela ZossDuke University





Attendance & NotesAngela

Attendance & Notes

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

Announcements /


Reporting documentation is live!

Table conversion from LDP to Metadb

  • Working on a spreadsheet that matches current LDP tables up with new Metadb tables, which should make it easy to convert existing LDP queries to work with Metadb

Reporting SIG Holiday Schedule

  • Plan to cancel December 27 and January 3

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.
Planning for WOLFcon 2022Angela

Request to PC:

  • WOLFcon 2022 planning underway - and we need SIG/Council input.  August 31 through September 2 at Bucerius Law School in Hamburg, Germany.  See slides for details.  Need ideas for sessions; for instance, from community council: governance retrospective/discussion, quarterly community meeting, and budget and planning session.  The early ideas can be rough; they are useful for people planning budgets.  Thinking there should be sessions for developers, SMEs and SIG members, and library leadership.  Add items to FOLIO at WOLFcon by December 1.  Refinements will happen starting in December.

Any additional thoughts about specific sessions to suggest after last week's discussion?

  • no additional thoughts
LDlite scripts for ERM and derived tablesAxel

Features so far:

Known issues:

  • Schema folio_derived is need to be created manually before
  • Custom properties are not yet avaliable in derived tables
  • Not all fields are available at APIs (eg. some title instance fields, refdata type category, entitlement authority, entitlement reference)
  • Will not be compatible with Metadb (as it is using the same schema for derived tables)
  • Supports only resources in local Knowledge Base

Find the current release on Github

Query optimization will unfortunately be postponed.

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.

RA/UM Working Group

MM Working Group

  • The zoom link for the meeting is Usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata.
  • Meetings are 1st Tuesday of the month 12-1pm ET

ERM Working Group

  • On going work on ERM data with LDlite
  • Work in progress on report of agreements by cancellation dates
  • Group will pilot to document this areas documentation on mermaid
  • ERM Prototype and Query Development Status
  • Bi-weekly schedule (next meeting 23rd, November 9:00 AM ET)
    • Zoomlink (password is the common zoom password in the FOLIO community)

RM Working Group

  • subscription costs and subscription counts queries PR posted to folio-analytics
  • looking at using to document data models in finance areas of FOLIO 
  • 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
  • weekly meetings on Thursdays at 9am ET on zoom – contact Sharon Beltaine for zoom link and invitation

Reporting SIG Documentation Subgroup

  • No changes
  • Additional Context

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:

Topics for Future MeetingsAll
  • 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
    • 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)
    • Gathering institutional query repositories; someone can propose a new page or a new addition to an existing page on FOLIO Analytics?
  • Upcoming:
    • SQL advice/query optimization, LDlite scripts that can extract ERM data and create derived tables (Axel)
    • query demo - MARC (Tod)

Review and update Topics for Future Reporting SIG Meetings 

  •  A test Action Item (Ingolf)