Today's note-takers: Team Leads for project updates
Announcements/Reminders
Sharon
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
From Recent Meetings
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)
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 (ongoing)
Reporting Experiences from Various Institutions (Stanford December 7)
Metadb Updates for version 1.2 release (February 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.
Nov 10 - EOD: Feature Freeze.
Nov 13 - Nov 22: Testing.
Dec 1: Folio Analytics 1.7 is released.
*December 18 - FOLIO Application Poppy is released
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
ACQ + ERM reunited
Sharon + Stefan
ACQ + ERM are reunited.
D-Reporting Group Overview for reporting options
Stefan
Discussion on structuring an overview of reporting options:
How we can structure the overview so that it can be used to select software?
Look at multiple layers for each reporting option
Datasource, e.g. FOLIO
How are the data collected? E.g. with Metadb
Database, e.g. POSTGRES
Data presentation, e.g. 3rd party solution
Each layer should described with:
Where is it hosted?,
Who is the vendor?,
Is there support?
etc.
This is a good approach for a matrix
After the matrix there is a critical overview in text form for each option
(Note from Tod: What sort of additional software is needed to interact with the data and make reports. i.e., is an external tool needed to run SQL (DBeaver, MS Access, Python scripts) or is there some sort of built-in functionality for building and running?
Notes:
Diagram to describe the Metadb reporting structure was presented
More reporting options than LDP are available, so good to provide in an overview
Important to include Lists app and Reporting app in this overview
Volunteers to work on a small project to write
-Lisa, Tod, Scott, Sharon
PC Updates for Reporting
Jenn Eustis
Entity Management task group working on linked data for FOLIO; Thursday meeting to discuss if group is needed
Soon there will be quarterly meetings of Product Council with SIG Conveners
Procduct Council meetings, Tri Council Meetings are open
Bulk Edit and List App are now a new working group called "BELA" - meet tomorrow 10am-11am ET
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 4th, Dec
Contact Stefan Dombek if you would like to get a calendar invitation