2024-01-22 Reporting SIG Meeting notes

Date

22 Jan 2024

Attendees

Name	Organization	Name	Organization
Arthur Aguilera	University of Colorado, Boulder	Eliana Lima	Fenway Library Organization
Sharon Beltaine	Cornell University	Eric Luhrs	Lehigh University
Erin Block	University of Colorado, Boulder	Lisa McColl	Lehigh University
Kathleen Moore		Linda Miller	Cornell University
Shannon Burke	Texas A&M	Nassib Nassar	Index Data
Suzette Caneda	Stanford University	Elena O'Malley	Emerson
Dung-Lan Chen	Skidmore College	Tod Olson	University of Chicago
Lloyd Chittenden	Marmot	Jean Pajerek	Cornell University
Tim Dannay	Mount Holyoke College	Kimberly Pamplin	Texas A&M University
Axel Doerrer	University Mainz	Scott Perry	University of Chicago
Shelley Doljack	Stanford University	Natalya Pikulik	Cornell University
Stefan Dombek	Leipzig University	Emily Sanford	Michigan State University
Jennifer Eustis	U. Massachusetts Amherst / Five College	Bob Scheier	Holy Cross
Lynne Fors	Wellesley College	Vandana Shah	Cornell University
Lisa Furubotten	Texas A&M	Linnea Shieh	Stanford University
Alissa Hafele	Stanford University	Susie Skowronek	Oakland University
Kara Hart	Wellesley College	Kimberly Smith	Middle Tennessee State University
Corrie Hutchinson	Index Data	Clare Spitzer	Stanford University
Jamie Jesanis	MCPHS	Amelia Sutton	U. Massachusetts
Jeanette Kalchik	Stanford University	Simona Tabacaru	Texas A&M
Harry Kaplanian	Ebsco	Huey-Ning Tan	Stanford University
Tim Kiser	Michigan State University	Vitus Tang	Stanford University
Kevin Kishimoto	Stanford University	Irina Trapido	Stanford University
Ingolf Kuss	hbz	Catherine Tuohy	Emmanuel College
Alexander Lao	Stanford University	Patrick Waite	U. Mass Amherst
Joanne Leary	Cornell University	Joseph Molloy	Spokane Public Library
		Christie Thomas	University of Chicago

Discussion Items

Item	Who	Notes
Attendance & Notes	Scott	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements/Reminders	Scott	Impacts of New Fields and Features (Sharon) Are there any new fields or features we should know about from any of the functional areas that may impact reporting? Review and update the Impacts of New Fields and Features on Reporting grid FOLIO Analytics Update Poppy and FOLIO Analytics 1.7 were both released in December. Metadb Update see important bug announcement for Metadb https://github.com/metadb-project/metadb/issues/58 from Nassib: It is recommend that users not rely on transformed tables that are generated from any table containing more than one jsonb column. The most likely fix for this bug in the short term is that such transformed tables will be removed. (from Tod) There should be a way to interrogate the Postgresql schemata to find out which tables have more than one JSONB column can use the `information_schema.columns` view Only one table known so far re: #58: folio_entities_links.instance_authority_linking_rule Upcoming meeting topics (tentative) Lehigh's use of the Reporting App, Lisa McColl, Feb 1 (Thursday) Metadb version 1.2 release overview (February) Any new members? Welcome/introductions How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Query Development Meetings page SIG Recruitment 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
Meeting time and frequency discussion	Scott, Sharon	Proposed Revised Structure In the interest of reducing the current number of reporting meetings and some other consolidation efforts, we propose changing the structure for reporting meetings and work as follows: ACQ/ERM and RA/UM/MM report development groups merge into Metadb FOLIO User Group. Reporting SIG meetings would have regular time for lab work for workshopping query questions. Metadb FOLIO User Group, through Nassib’s continued leadership, will be used to work on folio-analytics development in preparation for each FOLIO (flower) software release, will cover new reporting methods and features, will replace the Query Review Board, etc. This meeting would also have regular time for lab work for workshopping query questions. This meeting could be combined with other projects at some point (e.g., Reshare). Reporting SIG meetings would be consolidated to meeting twice per month at 11am ET on the second and fourth Mondays of the month. Reporting SIG meetings would continue to cover ongoing topics of interest to the reporting community. Reporting SIG meetings would also have regular time for lab work for workshopping general query questions. The D-Reporting development group would continue meeting as a separate report development group.
New Metadb Section added to Folio Analytics Wiki	Scott, Sharon	A review of Stefan's newest addition to our documentation on FOLIO Analytics: under the General section, he has added a cookbook on how to query data from Metadb using SQL.
PC Update	Jennifer Eustis	The Tri-Council meet on the 18th (2024-01-18 Tri-Council Meeting) to discuss 3 items: how many releases per year, what we want to get out of WOLFCon, how to make FOLIO attractive to new member organizations? In general, most agreed that 2 releases per was the minimum. Many recognized that releases can be disruptive. Also, a lot of time is spent on testing. There was a question on how the App formalization process will affect these large flower monoreleases; has updates on this working group. If you'd like to volunteer for the WOLFCon conference planning group, please contact Jennifer on slack. Chicago was a success. Many people value meeting in person and allowing time to build networks. There were many ideas shared from a day that focused on sharing skills for FOLIO to workshops to an unconference style day. We didn't have time to begin this conversation. If you have any thoughts, please share those on slack.

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
Port LDP derived tables to Metadb
- possibly done??
Recruit from new institutions not represented
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP release notes
Metadb release notes (via tags)
LDLite release notes (via tags)
ldpmarc release notes
LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)
FOLIO Analytics release notes

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
Meeting notes: https://docs.google.com/document/d/1PdGOxml_VeYvfWVfoQjd1EWIAZdBVHVI4DAVwupP-qg/edit

ERM Working Group

Current topic
- Reporting for the FOLIO App Open Access and Agreements+external KBs
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 21th, Nov
- Contact Stefan Dombek if you would like to get a calendar invitation
- Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

ACQ Working Group

group is working with ERM group on ACQ-ERM FOLIO Data Model Training
group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release
- see ACQ Derived Tables to Convert from LDP to Metadb
for latest query development updates, see RM Prototype and Query Development Status
Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Markus if you would like a calendar invitation
Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

Reporting SIG Documentation Subgroup

Orchid documentation is live on https://docs.folio.org/docs/
Poppy documentation is in development
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)

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 20th, Nov
- Contact Stefan Dombek if you would like to get a calendar invitation

Product Council

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

For all recent work on FOLIO Reporting SQL development:

https://github.com/folio-org/folio-analytics/commits/main