2024-02-12 Reporting SIG Meeting notes

Date

12 Feb 2024

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder	x	Eliana Lima	Fenway Library Organization
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder		Lisa McColl	Lehigh University
	Kathleen Moore		x	Linda Miller	Cornell University
	Shannon Burke	Texas A&M		Nassib Nassar	Index Data
	Suzette Caneda	Stanford University		Elena O'Malley	Emerson
	Dung-Lan Chen	Skidmore College		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot		Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College	x	Kimberly Pamplin	Texas A&M University
	Axel Doerrer	University Mainz	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	x	Natalya Pikulik	Cornell University
x	Stefan Dombek	Leipzig University		Emily Sanford	Michigan State University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Bob Scheier	Holy Cross
	Lynne Fors	Wellesley College	x	Vandana Shah	Cornell University
	Lisa Furubotten	Texas A&M		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Susie Skowronek	Oakland University
	Kara Hart	Wellesley College	x	Kimberly Smith	Middle Tennessee State University
x	Corrie Hutchinson	Index Data		Clare Spitzer	Stanford University
	Jamie Jesanis	MCPHS		Amelia Sutton	U. Massachusetts
x	Jeanette Kalchik	Stanford University		Simona Tabacaru	Texas A&M
	Harry Kaplanian	Ebsco		Huey-Ning Tan	Stanford University
	Tim Kiser	Michigan State University		Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University	x	Christie Thomas	University of Chicago
	Ingolf Kuss	hbz		Irina Trapido	Stanford University
	Alexander Lao	Stanford University	x	Catherine Tuohy	Emmanuel College
x	Joanne Leary	Cornell University		Patrick Waite	U. Mass Amherst
				Joseph Molloy	Spokane Public Library

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements/Reminders	Sharon	Changes in Reporting SIG Meetings Reporting SIG meetings will take place at 11am ET on the 2nd and 4th Mondays of the month only starting Monday February 12, 2024 "Workshopping your queries" - part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have Impacts of New Fields and Features (Sharon) Are there any new fields or features we should know about from any of the functional areas that may impact reporting? Review and update the Impacts of New Fields and Features on Reporting grid FOLIO Analytics Update Poppy and FOLIO Analytics 1.7 were both released in December. Upcoming meeting topics (tentative) Lehigh's use of the Reporting App, Lisa McColl - Feb 26 Any new members? Welcome/introductions How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Query Development Meetings page SIG Recruitment We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Reach out to Scott Perry or Sharon Markus with any questions. Representative for the Documentation Working Group Query developers - possibly from Index Data? FOLIO Analytics Review Board
(Tentative) Metadb Updates	Nassib	Nassib will outline recent updates to the Metadb software
(Tentative) Workshopping Queries	Christie	Bring your questions on queries written for the LDP or Metadb so we can "workshop" them! Working with the calendar tables in metadb. Exceptions and normal hours. How to merge queries for the exception and normal hours. A similar report was tried in one of the subgroups that was able to extract interval times. S. Dombek provided an description of how this was done and the limitations of this solution. An example was provided. What is the schedule of the derived table updates and what are the issues? Comments about performance querying on the main tables - queries are timing out. performance on the derived tables is much more acceptable. concern about mixing data between the static derived tables and the more real-time data of the main tables. more secure to use derived tables for dashboards, etc, because only limited permissions are required. How do we get data between the receiving app and orders? Has been forwarded to Nassib to discuss in the MetaDB users group. Has someone experience with sequence querying? How to create diagrams illustrating the difference between loans during the last year and distributions within the year. Could be a first good example for a sequence for historic data. How to add ordinality to an existing table? Will post in SQL channel since no time.
(Tentative) Next Tasks for Reporting SIG: Consortia SIG and DBS reports	Corrie, Stefan	Consortia SIG and the DBS reports for D-Reporting are the next big task for the Reporting SIG Check overlaps between the reports from Consortia SIG and D-Reporting It is crucial to find the right method Collect requirements via JIRA. Some missing features may still need to be implemented. The implementations should be via FOLIO rather than LDP. Example: Statistic codes The data is stored very differently Distribution type: Cookbooks, Scripts etc. with the possibility to set parameters
PC Updates	Jennifer Eustis	2024-02-08 Product Council Agenda and Meeting Notes. We discussed the evaluation process for new functionality and the role of the PC in relation to the Community Council and Technical Council.

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
Port LDP derived tables to Metadb
- possibly done??
Recruit from new institutions not represented
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP release notes
Metadb release notes (via tags)
LDLite release notes (via tags)
ldpmarc release notes
LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)
FOLIO Analytics release notes

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

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.

D-A-CH Working Group (D-Reporting)

Feb 5th, 2024: Presentation of the BibControl software from Triangle Solutions GmbH
Ongoing topics
- DBS statistics
  - JIRA-Issues, Rpt-Clusters
  - Gap analysis to statistic codes, user counts etc.
  - Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO
Meetings
- Contact Stefan Dombek if you would like to get a calendar invitation

Metadb FOLIO User Group

Meetings
- Contact Nassib Nassar if you would like to get a calendar invitation

Product Council

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

Reporting SIG Documentation Subgroup

Orchid documentation is live on https://docs.folio.org/docs/
Poppy documentation is in development
Additional Context
- The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)

For all recent work on FOLIO Reporting SQL development:

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