2021-03-29 Reporting SIG Meeting notes

Date

29 Mar 2021

Attendees

Name	Organization	Present?	Name	Organization
Sharon Beltaine	Cornell University		Sara Colglazier	Mount Holyoke College/Five Colleges
Elizabeth Berney	Duke University		Erin Nettifee	Duke University
Joyce Chapman	Duke University		Karen Newbery	Duke University
Jean Pajerek	Cornell University		Tod Olson	University of Chicago
Claudius Herkt-Januschek	SUB Hamburg		Scott Perry	University of Chicago
Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
Sarah Park	Duke University		Simona Tabacaru	Texas A&M
Clint Bellanger	Auburn University		Kevin Walker	The University of Alabama
Ingolf Kuss	hbz		Christie Thomas	University of Chicago
Joshua Lambert	Missouri State		Andi Bihler	Munich Technical University Library
Joanne Leary	Cornell University		Cheryl Malmborg	University of Chicago
Michael Patrick	The University of Alabama		Vandana Shah	Cornell University
Nassib Nassar	Index Data		Angela Zoss	Duke University
Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
Linda Miller	Cornell University		Elena O'Malley	Emerson
Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
Cathy Tuohy	Emmanuel College (FLO)		Nancy Bolduc	Cornell University
Shirley Moentnish	Missouri State		Eric Pennington	Texas A&M
Stefan Dombek	Leipzig University		Axel Doerrer	University Mainz
Natalya Pikulik	Cornell University		Owen Stephens	K-Int
Eliana Lima	Fenway Library Organization		Marcia Borensztajn	EBSCO
Harry Kaplanian	EBSCO		Molly Driscoll	EBSCO
Amelia Sutton	U. Massachusetts		Heather Loehr	Hanover College
Mary Morgan	Grand Valley State University	x	Jennifer Eustis	U. Massachusetts Amherst / Five College
Aaron Neslin	Five Colleges		Laura Daniels	Cornell University

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
Test Data Updates (Reminder)	All	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. Test Data Updates to FOLIO Snapshot Environments
Report Ranking (Reminder)	Sharon	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 (56 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 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. Reporting SIG Documentation Subgroup ? see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki FOLIO Reporting development From the LDP project: a new query builder app that runs in FOLIO Offers basic querying of reporting data from directly within FOLIO/ReShare, including exporting results to CSV. At the moment it supports querying a single table at a time, and we plan to implement multi-table queries in the coming months. Try it in folio-snapshot: https://folio-snapshot.dev.folio.org/ldp The "public" schema contains the original FOLIO source data, and "folio_reporting" contains transformations developed by the reporting community. For questions/sharing: https://github.com/library-data-platform/ui-ldp/discussions For bug reports: https://github.com/library-data-platform/ui-ldp/issues Partial implementation of the UX model presented last year. Initial software development work by Roman Ruiz-Esparza, Duke University. Thanks to many contributors that have made this app possible! Track progress via recent pull requests, featuring contributions by members of the reporting community: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+base%3Amain RA/UM Working Group ? 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 New Derived table po_prods_ids which has the POL number, product identifiers, and product identifier type. Derived table po_instances was updated to include created by and workflow status. Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group ERM Prototype and Query Development Status Added Derived table agreements_subscription_agreement_org_ext which has all related organizations and their names of an agreement Finished rework and convert of 5 derived tables which were "parked" in erm branch Working on ERM Agreements Cost & ERM Agreements Count RM Working Group No meeting this week New Vendor and Voucher Report Clusters added report development planned for FOLIO-Analytics Release 1.1 ACRL expenditures, title count, volume count, e-resources count subscriptions query fund query claims query for latest updates, see RM Prototype and Query Development Status External Statistics Working Group ACRL query set to be targeted for 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
Topics for Future Meetings	All	Next meeting: Would one or two members be able to share their institution's Reporting Rollout Plan? Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)