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2021-08-09 Reporting SIG Meeting notes

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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization


Sharon BeltaineCornell University
Elena O'MalleyEmerson

Nancy BolducCornell University
Tod OlsonUniversity of Chicago
xLloyd ChittendenMarmot
Jean PajerekCornell University

Axel DoerrerUniversity Mainz
Michael PatrickThe University of Alabama

Shelley DoljackStanford University
Eric PenningtonTexas A&M


Stefan DombekLeipzig University
Scott PerryUniversity of Chicago
xJennifer EustisU. Massachusetts Amherst / Five College
Natalya PikulikCornell University

Ingolf Kusshbz
Vandana ShahCornell University

Jesse LambertsonUniversity of Chicago
Amelia SuttonU. Massachusetts

Eliana LimaFenway Library Organization
Simona TabacaruTexas A&M

Linda MillerCornell University
Kevin WalkerThe University of Alabama

Nassib NassarIndex Data
Angela ZossDuke University

Discussion Items

Item

Who

Notes

Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Angela

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.


Test Data

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.


Cluster Ranking

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

  • Action =>> Please review Reporting SIG-All Report Clusters (57 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
  • For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.


Update LDP implementers grid

FOLIO Bug Fest testing for LDP appAll
  • Need to compile a list of volunteers to help with Bug Fest for LDP app (don't need to have a Test Rail account)
Presentation of KNIME, PostmanAngela
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

  • The zoom link for the meeting is https://umass-amherst.zoom.us/j/99254861410. Usual FOLIO password.
  • The OCLC Synchronization and Duplicate orders are coming.
  • Tomorrow the group will re-evaluate where we stand and moving forward.


ERM Working Group


RM Working Group

  • no meeting last week - vacations
  • several queries for RM completed, but still need documentation, testing, and review
  • working on queries for the 1.2 FOLIO Analytics release
  • for latest updates, see RM Prototype and Query Development Status
  • Friday the RM SIG proposed a new organization; ERM would be raised to level of SIG, and RM would join Acquisitions group to form an Acquisitions SIG, also elevate Open Access group to a SIG


Reporting SIG Documentation Subgroup

  • No changes
  • Additional Context


External Statistics Working Group

  • no updates currently
  • ACRL query set included in FOLIO-Analytics 1.1 release
  • 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


For all recent work on FOLIO Reporting SQL development:


Topics for Future MeetingsAll
  • Follow-up on MARC status, Quickmarc/Data Import conflicts
  • How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model
  • Show and tell
    • how are institutions using the LDP
    • examples of using the local schema
    • Cornell's report ticketing system
    • Rollout plans from institutions
    • Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)
  • Training topics
    • adding test data in FOLIO snapshot
    • How to do ad hoc querying with the derived tables
    • How to use the LDP app
    • using KNIME to build reports
    • use of local schema for custom tables
    • more on MARC
    • using different applications (other than DBeaver)
    • Postman for API queries, also Insomnia
  • Upcoming:
    • 16 August: presentation from ERM group on metadb/ERM
    • 9 August: Angela presents on KNIME, Postman
    • TBD: Sharon presents on Virtual DBeaver


Review and update Topics for Future Reporting SIG Meetings 





  • A test Action Item (Ingolf)


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