2025-08-11 Reporting SIG Meeting notes

Attendance

Linda

Attendance & Notes

• Today's attendance-taker: Linda (or substitute)

• See attendance list at bottom of page

Announcements and Reminders

Sharon

Announcements:

• About the Reporting SIG meeting schedule

  • Meetings are held on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics. 

  • "business" means topics like presentations on reporting functionality and new features, new reporting applications, surveys and studies on reporting, etc.

  • "development" means working on derived tables and report queries for the folio-analytics GitHub repository

  • "workshopping" queries could be scheduled during any of these meetings, and it would be great to have topics and/or questions in advance so we can prepare to walk through the answers/approaches, such as "how to I fix this inventory query to get rid of the duplicates?" or "what is the best way to calculate totals in this finance query?" 

• What topics would you like us to cover in the Reporting SIG?

  • Would you like to present a topic on something interesting for the Reporting SIG?

  • Would you like us to find one or more presenters to cover a topic you are interested in learning more about?

  • Please reach out to @Scott Perry or @Sharon Markus with your request! We are always eager to arrange for new and interesting Reporting SIG topics.

WolfCon 2025 Conference!

• The WolfCon 2025 Conference is scheduled for September 22-25 in Kansas City Missouri

• virtual attendance and in-person attendance

• See the Schedule at https://wolfcon2025.sched.com/

• Several Reporting Topics offered! Use the LDP/Metadb filter to focus on reporting topics in the schedule:https://wolfcon2025.sched.com/overview/type/LDP+%2F+Metadb

Ongoing Topics:

• 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 

• Upcoming Reporting SIG meeting topics (tentative)

  • Community Priorities Dashboard

  • Reporting App

• Any new members?

  • Welcome/introductions

• How to find our latest recordings

  • Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam 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. Please reach out to @Scott Perry or @Sharon Markus with any questions.

• Representative for the Documentation Working Group 

  • representatives urgently needed to 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

Community Priorities Dashboard Development from FOLIO Product Council

Jenn Eustis, Sharon Markus, Scott Perry

The Product Council is gathering priorities from SIGs across the FOLIO project to inform software development. We will review priorities that have been included for FOLIO Reporting software development.

The PC is now ready to move forward with its first official round of prioritization.
SIG Conveners have been asked review priorities with their SIG members and make any updates by 9/1.

Community Priorities DashboardPreview

Are these priorities set correctly for the Reporting SIG?

• (Stefan) The problem is that there are several reporting options. How can this be represented in the dashboard table? Example: List app is separate.

• In JIRA, there is a list of issues on reporting. Is having a list such as this relevant for this group?

What additional priorities do we need to evaluate and set for the Reporting SIG?

• Reporting App Permissions UILDP-178: Request for "Reporting App User" permissions roleClosedPreview

• others?

  • (Stefan) Content permissions: Permissions for accessing tables within the App Reporting from Index Data. Example: A user should have access to invoices, but not to user accounts. → New request or is there already a ticket?

    • First draft of the idea: . Consultation with SIG necessary to refine the draft and later consultation with PO.

• Create a page in Reporting SIG wiki that allows members to add/refine/explain development priorities

• In-app report UIs are all different - how can we make these consistent (Kevin) - maybe the Cross-App SIG?

  • Building queries is different in different apps, e.g. using CQL in Inventory vs Build Query in another app, Build Query in Reporting App different from build query in Lists App

PowerBI Dashboards at Texas A & M University (TAMU) for FOLIO Reporting

AJ Henryson (TAMU)

AJ Henryson will present on the use of Power BI Dashboards at Texas A & M University (TAMU) for FOLIO data analytics, dashboards, and reports

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables

  • Beta version available.

• Build Metadb query cookbook-style documentation

  • ongoing project

  • The first cookbooks are available and are being expanded. See https://github.com/folio-org/folio-analytics/wiki#cookbooks

• Build Training Program for FOLIO Data Model

  • ACQ/ERM drafts have been presented and will be updated

• 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, LDLite, Reporting App, Metadb Projects (Recurring)

Release Notes for Reporting Related FOLIO Tools

• Metadb release notes (via tags) - (includes marct for MARC data ETL)

• LDLite release notes (via tags)

• 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.

D-A-CH Working Group (D-Reporting)

• Ongoing topics: Workshopping, DBS statistics

• Meetings: Contact @Stefan Dombek if you would like to get a calendar invitation

Reporting SIG Documentation Subgroup

• Quesnelia documentation is live on https://docs.folio.org/docs/

• Sunflower 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)

Fo all recent work on FOLIO Reporting SQL development:

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

Arthur Aguilera

University of Colorado, Boulder

Erin Block

University of Colorado, Boulder

Shannon Burke

Texas A&M University

Suzette Caneda

Stanford University

Mark Canney

Lehigh University

Dung-Lan Chen

Skidmore College

Lloyd Chittenden

Marmot

Ann Crowley

Cornell University

Tim Dannay

Mount Holyoke College

Danielle Dempsey

Villanova University

Claire Dolan

Texas A&M University

Shelley Doljack

Stanford University

Stefan Dombek

Leipzig University

Jennifer Eustis

U. Massachusetts Amherst / Five College

Lynne Fors

Wellesley College

Vanessa French

Lehigh University

Lisa Furubotten

Texas A&M University

Merari Garcia

?

Mike Gorrell

Index Data

Alissa Hafele

Stanford University

Lucy Harrison

GALILEO

Kara Hart

Wellesley College

Andrew (AJ) Henryson

Texas A&M University

Corrie Hutchinson

EBSCO

Jamie Jesanis

MCPHS

Jeanette Kalchik

Stanford University

Sarah Kasten

University of Chicago

Tim Kiser

Michigan State University

Kevin Kishimoto

Stanford University

Lili Knutson

?

Natalie Koziar

Philadelphia Museum of Art

Joshua Lambert

Missouri State University

Alexander Lao

Stanford University

Joanne Leary

Cornell University

Eliana Lima

Fenway Library Organization

Eric Luhrs

Lehigh University

Sharon Markus

Cornell University

Ramiro Martinez

South Texas College

Kathy McCarthy

EBSCO

Lisa McColl

Lehigh University

Linda Miller

Cornell University

Joseph Molloy

Spokane Public Library

Jason Moore

Lehigh University

Kathleen Moore

EBSCO

Elena O'Malley

Emerson

Becky Owens

South Texas College

Jean Pajerek

Cornell University

Kimberly Pamplin

Texas A&M University 

Scott Perry

University of Chicago

Natalya Pikulik

Cornell University

Steven Pryor

University of Missouri

Katie Rahman

University of Missouri

Mau Resendez

South Texas College

Emily Sanford

Michigan State University

Bob Scheier

Holy Cross

Lauren Schiller

University of Chicago

Lauren Seney

Index Data

Vandana Shah

Cornell University

Linnea Shieh

Stanford University

Rebekah Silverstein

Oklahoma State University

Susie Skowronek

Oakland University