2021-09-20 Reporting SIG Meeting notes

Date

20 Sep 2021

Attendees

Name	Organization	Name	Organization
Sharon Beltaine	Cornell University	Elena O'Malley	Emerson
Nancy Bolduc	Cornell University	Tod Olson	University of Chicago
Lloyd Chittenden	Marmot	Jean Pajerek	Cornell University
Axel Doerrer	University Mainz	Michael Patrick	The University of Alabama
Shelley Doljack	Stanford University	Eric Pennington	Texas A&M
Stefan Dombek	Leipzig University	Scott Perry	University of Chicago
Jennifer Eustis	U. Massachusetts Amherst / Five College	Natalya Pikulik	Cornell University
Ingolf Kuss	hbz	Vandana Shah	Cornell University
Kim Laine	Cornell University	Amelia Sutton	U. Massachusetts
Jesse Lambertson	University of Chicago	Simona Tabacaru	Texas A&M
Eliana Lima	Fenway Library Organization	Kevin Walker	The University of Alabama
Linda Miller	Cornell University	Angela Zoss	Duke University
Nassib Nassar	Index Data

Discussion Items

Item	Who	Notes
Attendance & Notes	Angela	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
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. 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 (57 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. Update LDP implementers grid FOLIO LDP-based Reporting First Implementers Grid (now with metadb column) New FOLIO Query Writing Knowledge Base See "Writing Queries" section in the sidebar of the wiki
Demonstration - connect to LDP via R and RStudio	Angela	https://github.com/amzoss/r-ldp-examples
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. The group has a new schedule - once a month starting Sept. 7th, Tuesday, from 12-1pm ET. Our next meeting will be 10/5. Ongoing, this group has decided to be a lab session or a virtual place to learn from each other, seek help, and report back on any issues with derived tables or reports for metadata. ERM Working Group Going to tweak existing ERM queries on resource type and read dates New report requests: list of agreements by cancellation dates agreement fund distribution by years price trending per agreement (or agreement line) over years New app "Dashboard" might provide inApp reporting → group to discover more of its possibilities ERM Prototype and Query Development Status RM Working Group reviewed fund_expenditures_summary; will consider turning this into fund_expenditure_summary_by_expense_class created fund_expenditures_by_po_line 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 working on queries for the 1.2 FOLIO Analytics release 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 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 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?) 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 using different applications (other than DBeaver) Insomnia for API queries? SQL SQL/Notebooks in RStudio (Angela) non-Roman script querying (Stefan) Upcoming: Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)