Today's note-takers: Team Leads for project updates
Announcements/Reminders
Scott
Impacts of New Fields and Features
Are there any new fields or features we should know about from any of the functional areas that may impact reporting?
New
We will be getting new data fields for the Open Access app - more details coming
Timezone format is not consistent across the tables in FOLIO, which impacts LDP and Metadb
Nassib confirmed that he does not change timezone settings as part of the ETL with the LDP/Metadb software, so whatever is in FOLIO is what we get in LDP/Metadb
Invoices will have a fiscal year assigned. You will be able to process an invoice in a past fiscal year (with Poppy) and in a future fiscal year (after Poppy)
From Recent Meetings
There is a proposal to deprecate the donor field in the POL and replace it with an Organization type of donor in Quesnelia. This will also be linked to inventory in a future release as well.
(Stefan Dombek) feature with Orchid: in the module audit, we have logs for orders and order lines and snapshot for create, edit, and delete records (unfortunately not for fiscal year rollover, just create/edit/delete; need to know the date of your FYO and then report based on that) (
UXPROD-3215
-
Getting issue details...STATUS
)
(Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (
MDEXP-625
-
Getting issue details...STATUS
)
Upcoming meeting topics (tentative)
Reporting Development in Preparation for Poppy Release
Reporting Experiences from Various Institutions
Reporting App demonstration
Metadb Updates for January 2024
(Slightly Changed) FOLIO Analytics 1.7 Poppy Development and Review Schedule
Oct 27 EOD: Last day to submit new Pull Requests for 1.7 Poppy release of Folio Analytics.
Oct 30 - Nov 3: Review Board completes review of all 1.7 code.
Nov 6 - Nov 10: Code fixed by report development teams per review board feedback.
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 Beltaine with any questions.
Representative for the Documentation Working Group
Query developers - possibly from Index Data?
FOLIO Analytics Review Board
Reporting Rollout at University of Colorado, Boulder
Arthur Aguilera
Arthur will offer a presentation and discussion on the FOLIO reporting rollout at University of Colorado, Boulder.
went live June 2023 with FOLIO, new VueFind, and Metadb reporting database
migrated from Sierra
contracted with Index Data for hosting
task force "reporting pod" for FOLIO Reporting was created and has been working on reporting for the past 2 years
pod learned SQL, surveyed reporting needs, and created 100+ queries; steep learning curve, but new skills beneficial to reporting staff
now looking to create permanent reporting group for all library data needs
created 3 types of reports: self-service reports, automated and scheduled reports, ad-hoc reports
manage issues in a github project board
reports stored on a github repository
created tracks and numbering schemas to categorize reports
dashboards created with Power BI (there is a free version that is easy to learn and it can be embedded into a Sharepoint site)
reports delivered as PowerBI dashboards or Excel files with data
created reports for historical data that are static
scripts create local tables in Metadb and report writer points to table from Power BI to create dashboard
Development Focus: Getting ready for the Poppy Release
Scott Perry Sharon Beltaine
Development Focus: Getting ready for the Poppy Release
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.
MM/RA/UM Working Group
Leadership transitioning to Christie Thomas
Meetings to be held on the 2nd Wednesday of the month at 12:00 PM ET
see the folio-mm-ra-um channel on the Metadb slack for more information
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)
D-A-CH Working Group (D-Reporting)
Ongoing topics
Onboarding training
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
Next meeting will be at 6th, Nov
Contact Stefan Dombek if you would like to get a calendar invitation