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2024-01-08 Reporting SIG Meeting notes

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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization


Arthur AguileraUniversity of Colorado, Boulder
Eliana LimaFenway Library Organization
     Sharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, Boulder
Lisa McCollLehigh University

Kathleen Moore

Linda MillerCornell University

Shannon BurkeTexas A&M
Nassib NassarIndex Data

Suzette CanedaStanford University
Elena O'MalleyEmerson

Dung-Lan ChenSkidmore College
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke College
Kimberly PamplinTexas A&M University 

Axel DoerrerUniversity Mainz
Scott PerryUniversity of Chicago


Shelley DoljackStanford University
Natalya PikulikCornell University

Stefan DombekLeipzig University
Emily SanfordMichigan State University

Jennifer EustisU. Massachusetts Amherst / Five College
Bob ScheierHoly Cross

Lynne ForsWellesley College
Vandana ShahCornell University

Lisa FurubottenTexas A&M
Linnea ShiehStanford University

Alissa HafeleStanford University
Susie SkowronekOakland University

Kara HartWellesley College
Kimberly SmithMiddle Tennessee State University

Corrie HutchinsonIndex Data
Clare SpitzerStanford University

Jamie JesanisWellesley College
Amelia SuttonU. Massachusetts

Jeanette KalchikStanford University
Simona TabacaruTexas A&M

Harry KaplanianEbsco
Huey-Ning Tan

Stanford University


Tim KiserMichigan State University
Vitus TangStanford University

Kevin KishimotoStanford University
Irina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Patrick WaiteU. Mass Amherst

Joanne LearyCornell University
Joseph MolloySpokane Public Library




Christie ThomasUniversity of Chicago

Discussion Items

Item

Who

Notes

Attendance & NotesScott

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates


Product CouncilJennifer


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
    • 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
        • RFC-3339 sitting with TC about always representing times as an ISO date format https://github.com/folio-org/rfcs/pull/13
      • 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.
      • (Jennifer Eustis) from MM: proposal for a new field for item source (New field in the item record: Source ID - Functional analysis)
      • (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 )

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)

  • Reporting Documentation Update for Poppy (January) 
  • Metadb version 1.2 release overview (February)


Any new members?

  • Welcome/introductions


How to find our latest recordings


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 


Reporting Documentation Update for Poppy

Eliana




Review of Known Data Field Changes

Sharon



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

ItemWhoNotes
Review of In-Progress Projects (Recurring)
Review the release notes for FOLIO Analytics, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)
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


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


ACQ Working Group


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


For all recent work on FOLIO Reporting SQL development:




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