2024-04-22 Reporting SIG Meeting notes

2024-04-22 Reporting SIG Meeting notes

Date

Apr 22, 2024

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

 

Arthur Aguilera

University of Colorado, Boulder

x

Eliana Lima

Fenway Library Organization

x

Sharon Beltaine

Cornell University

 

Eric Luhrs

Lehigh University

 

Erin Block

University of Colorado, Boulder

x

Lisa McColl

Lehigh University

 

Kathleen Moore

 

x

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

x

Jean Pajerek

Cornell University

 

Tim Dannay

Mount Holyoke College

x

Kimberly Pamplin

Texas A&M University 

 

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago

 

Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

x

Emily Sanford

Michigan State University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

x

Bob Scheier

Holy Cross

 

Lynne Fors

Wellesley College

x

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

x

Kimberly Smith

Middle Tennessee State University

x

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

x

Kevin Kishimoto

Stanford University

x

Christie Thomas

University of Chicago

 

Ingolf Kuss

hbz

 

Irina Trapido

Stanford University

 

Alexander Lao

Stanford University

 

Catherine Tuohy

Emmanuel College

 

Joanne Leary

Cornell University

 

Patrick Waite

U. Mass Amherst

x

Mike Gorrell

Index Data

 

Joseph Molloy

Spokane Public Library

 

 

 

 

Jenn Colt

Cornell University

 

 

 

x

Augusto Consing

 

Discussion Items

Item

Who

Notes

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

Changes in Reporting SIG Meetings

  • "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)

 

Summary of Metadb Development Meetings (Corrie and others)

  • Issue 826 & 827 (in GitHub) were discussed and volunteers solicited.

  • Nassib encouraged using functions.  Necessary for reports that will be run using the 'Run reports' functionality in the Reporting app.

    • Questions : why use functions instead of a saved query?  Do they impact performance? 

  • Nassib raised the issue of future plans for derived tables, but no roadmap was given or discussed.

    • Questions: what are the plans for derived tables in Metadb?  Advice on how to port needs from LDP to Metadb (when derived tables were employed in LDP reports)?

  • Action steps : 

    • Corrie to take questions to Nassib 

    • Possibly having Nassib come to train on using functions?

 

Upcoming meeting topics (tentative)

  • Bibcontrol presentation by Klaus Hoverrath (May 13)

 

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

 

Changes to the LDP/Metadb Project

Mike Gorrell

ID providing multiple people to make the support more scalable–will be ;

Corrie providing role of the product owner;

Nassib is moving off to another role;

Likely to move out to a Jira environment rather than Github 

More announcements over the coming weeks

Formally applying to OLF for inclusion in FOLIO

More timelines and goals.

Nassib will be less visible, but still involved

Running through Corrie or others but likely less direct access to Nassib

Quesnelia Bugest Testing for the Reporting App

Corrie

Mostly to verify we didn't break anything.

WOLFCon 2024

Sharon, Scott

Here is a summary of information about WOLFCon 2024 from Jesse Koennecke:

  • Location and Dates: Senate House, University of London, September 24-26, 2024

  • Call for Proposals Now Open: Got ideas about open-source to share? Talk about it at WOLFcon. Submit a presentation, panel, short talk, or pre-conference workshop. The deadline for submissions has been extended to April 30, 2024. Submit a session here.

  • Early Bird Registration Now Open: Join us at Senate House, University of London. September 24-26, 2024. Register now through July 31, 2024 for an early bird discounted rate.

  • Learn more about WOLFcon 2024: Want to learn more about the Open Library Foundation and WOLFcon? Be sure to visit our website where you can learn more about the foundation, members projects, communities, and the annual conference.

Reporting SIG Planning for WOLFCon 2024:

  • Several sessions proposed for the WOLFCon 2024 conference! 

  • See ideas we have submitted so far at  WolfCon 2024 Planning

 

Moving from LDP to Metadb

Natalya Pikulik, Sharon Markus

Cornell is in the process of moving from an LDP to a Metadb reporting database system for FOLIO reporting. Natalya and Sharon will offer a presentation called "Moving from LDP to Metadb" to share key topics from what they've learned so far in helping Cornell Library staff make this transition:

  • What is Metadb?

    • LDP versus Metadb: Overview

    • LDP versus Metadb: Data Refresh

    • Metadb Rollout Plans for the Cornell Library

    • LDP and Metadb Schema Structures

  • More about LDP and Metadb Schema Structures

    • Writing and Revising SQL queries for Metadb

    • Examples

This presentation is packed with information, so we may need to divide it into 2 parts. We'll see how it goes! 

 

Workshopping Queries

Christie

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

Q: How can a user on the fly add ordinality to a derived table where it is not present? Example is the folio_derived.holdings_ext table which does not include ordinality. No solution was presented in the session. It was suggested that ordinality could be added to the derived holdings_ext and item_ext tables. 

 

 

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

Item

Who

Notes

Item

Who

Notes

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.

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

  • The working group D-Reporting is planning its own repository on GitHub.

    • Special requirements require a separate repository for the German community.

    • Content of this repository

      • SQL files for DBS (FOLIO database + Metadb)

      • Files for the FOLIO App Reporting. Special reports are created here for the German community. These are usually reports that are desired as in-app reports but are not implemented in the apps.

      • SQL files for views for querying in the FOLIO database

      • Scripts for API calls, automation, Jupyter notebooks ...

      • Wiki