2024-02-26 Reporting SIG Meeting notes

Announcements/Reminders

Changes in Reporting SIG Meetings

• Reporting SIG meetings will take place at 11am ET on the 2nd and 4th Mondays of the month only starting Monday February 12, 2024
  
• "Workshopping your queries" - part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have

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.

Upcoming meeting topics (tentative)

• Metadb Updates, Nassib Nassar - March 11
• LDP to Metadb Transition Overview

Any new members?

• Welcome/introductions

• Representative for the Documentation Working Group 
  • urgently needed
  • work with reporting documentation team to  update Reporting section of FOLIO documentation for each FOLIO software release 
  • see https://docs.folio.org/docs/reporting/
• Query developers
  
  • ongoing need
  • work on derived tables and report queries for the FOLIO Analytics repository and to support Metadb
  • see https://github.com/folio-org/folio-analytics

Workshopping Queries (tentative)

Bring your questions on queries written for the LDP or Metadb so we can "workshop" them! 

• (Stefan) Need updates for derived tables with transactions (LDP and Metadb):
  • finance_invoice_transactions https://github.com/folio-org/folio-analytics/issues/825
  • finance_transaction_invoices https://github.com/folio-org/folio-analytics/issues/830
  • We need an additional column to create correct calculations of the transaction amounts. This particularly applies to the “Credit” transaction types. Leipzig and Cornell confirm this using live data.
  • folio-analytics wiki: https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances#221-transaction-amounts-for-credits

The D-Reporting Group has requested a description of the benefits of Metadb. We will review a working version of this write-up.

2024-02-08 Product Council Agenda and Meeting Notes. We discussed the evaluation process for new functionality and the role of the PC in relation to the Community Council and Technical Council.

2024-02-22 Product Council Agenda and Meeting Notes. Owen introduced the new Serials app. This doesn't change current functionality. It will add new fields such as display label for serials. The Roadmap & Prioritization working group presented on its progress. There is a new page for the Roadmap. To follow development, this group is looking into having SIG's manage an implementers' page like the one for Acquisitions.

WOLFCon Call for Proposals: https://docs.google.com/forms/d/e/1FAIpQLSdwNClXIoe9YQGhQKYDvU0msyj8lkyruHSsssR4lQp_vCYdgA/viewform. The deadline is March 31st. There is a possibility that there will be a day for workshops; this is currently being discussed.