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2022-12-15 Reporting SIG Meeting notes

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Date

Attendees

 Present?

Name

Organization

Present?

Name

Organization


Arthur AguileraUniversity of Colorado, Boulder
Eric LuhrsLehigh University

Sharon BeltaineCornell University
Linda MillerCornell University

Erin BlockUniversity of Colorado, Boulder
Nassib NassarIndex Data

Nancy BolducCornell University
Elena O'MalleyEmerson

Shannon BurkeTexas A&M
Tod OlsonUniversity of Chicago

Suzette CanedaStanford University
Jean PajerekCornell University

Lloyd ChittendenMarmot
Michael PatrickThe University of Alabama

Tim DannayMount Holyoke College
Eric PenningtonTexas A&M

Axel DoerrerUniversity Mainz
Scott PerryUniversity of Chicago


Shelley DoljackStanford University
Natalya PikulikCornell University

Stefan DombekLeipzig University
Vandana ShahCornell University

Jennifer EustisU. Massachusetts Amherst / Five College
Linnea ShiehStanford University

Lynne ForsWellesley College
Bob ScheierHoly Cross

Lisa FurubottenTexas A&M
Clare SpitzerStanford University
   Alissa HafeleStanford University
Amelia SuttonU. Massachusetts

Kara HartWellesley College
Simona TabacaruTexas A&M

Jamie JesanisWellesley College
Huey-Ning Tan

Stanford University


Jeanette KalchikStanford University
Vitus TangStanford University

Kevin KishimotoStanford University
Irina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama

Joanne LearyCornell University
Angela ZossDuke University

Eliana LimaFenway Library Organization


Discussion Items

Item

Who

Notes

Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Angela

Schedule for December

  • cancelling December 21 development team meeting and December 26 SIG meeting


One convener is great, but two is better!

  • Happy to announce that Sharon Beltaine will begin serving as co-convener (again!) in January. Thanks so much, Sharon!


Any new members?

  • Welcome/introductions
  • Would anyone like a buddy? Like to be a buddy?


How to find our latest recordings


(Always) 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.


Update on documentation of derived tablesStefan, Axel
  • Axel and Stefan have met to talk about automating documentation of derived tables
  • Stefan created a script to extract comments and tables from the derived table scripts
  • Would like to automate diagrams for these tables, but it could be tricky. Have to parse the SQL to extract the tables and the joining fields.
  • In Monday SIG, we decided diagrams would really be helpful if possible
Review of In-Progress Projects
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

  • Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. MM notes
  • We will be fixing the LDP derived table instance_ext.sql which has a duplicate field (record_source and instance_source). The column record_source will be removed and comments will be added to the derived table.
  • If you are able to test ldpmarc 1.6 new release, please do so.


ERM Working Group


RM Working Group


Reporting SIG Documentation Subgroup

  • Morning Glory documentation is live on https://docs.folio.org/docs/
  • Nolana documentation is in review
  • Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
  • 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)


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
  • How to deal with External Stats reports?
    • maybe subteam leads check in about that
    • probably wait until after Metadb conversion is more complete
  • Exploring new recruitment/onboarding strategies (e.g., buddy system)
  • More work on asynchronous collaboration, how to engage in discussions and question answering more broadly
    • consider connecting discuss.folio.org with a Slack channel, to make sure any forum topics get highlighted on Slack as well?
  • Open question: should we update FOLIO LDP-based Reporting First Implementers Grid
  • Cleaning up our wiki pages
  • Monday, Dec 12: update on documentation of derived tables
  • January: tips on querying date fields from Sharon and Joanne


Review and update Topics for Future Reporting SIG Meetings 





  • A test Action Item (Ingolf)
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