2024-06-10 Reporting SIG Meeting notes

Date

Jun 10, 2024

Attendees

Present?	Name	Organization	Present?	Name	Organization

Present?	Name	Organization	Present?	Name	Organization
x	Arthur Aguilera	University of Colorado, Boulder		Eliana Lima	Fenway Library Organization
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder		Lisa McColl	Lehigh University
	Kathleen Moore		x	Linda Miller	Cornell University
	Shannon Burke	Texas A&M		Nassib Nassar	Index Data
	Suzette Caneda	Stanford University	x	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		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		Emily Sanford	Michigan State University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Bob Scheier	Holy Cross
	Lynne Fors	Wellesley College		Vandana Shah	Cornell University
	Lisa Furubotten	Texas A&M		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Susie Skowronek	Oakland University
x	Corrie Hutchinson	Index Data	x	Ken Smith	Valdosta State University
	Jamie Jesanis	MCPHS	x	Kimberly Smith	Middle Tennessee State University
	Jeanette Kalchik	Stanford University		Clare Spitzer	Stanford University
	Harry Kaplanian	EBSCO		Amelia Sutton	U. Massachusetts
	Tim Kiser	Michigan State University		Simona Tabacaru	Texas A&M
x	Kevin Kishimoto	Stanford University		Huey-Ning Tan	Stanford University
	Ingolf Kuss	HBZ		Vitus Tang	Stanford University
	Alexander Lao	Stanford University		Christie Thomas	University of Chicago
x	Joanne Leary	Cornell University		Irina Trapido	Stanford University
	Mike Gorrell	Index Data		Catherine Tuohy	Emmanuel College
			x	Patrick Waite	U. Mass Amherst
				Joseph Molloy	Spokane Public Library

Discussion Items

Item	Who	Notes

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements/Reminders	Sharon	Announcements: Wolfcon 2024 coming up in September Here is a summary of information about WOLFCon 2024 from Jesse Koennecke: Location and Dates: Senate House, University of London, September 24-26, 2024 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. Metadb User Group meetings The Metadb Users Group meetings have ended and the topics will now merged into Reporting SIG meetings Ongoing Topics: Workshopping your queries part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have please reach out to @Christie Thomas if you have a question you would like to "workshop" during an upcoming Reporting SIG meeting 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) LDP to Metadb Training Part 2 (June 24) Writing reports for the Reporting App (July 8) 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. Reach out to @Scott Perry or @Sharon Markus with any questions. 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
New Proposal for Reporting SIG Meeting Topics, Schedule, and Structure	Scott, Sharon	We have a new proposal for the structure, topics, and schedule for Reporting SIG meetings starting July 2024. We would like to discuss this with you and see what you think! Here is the general idea: Reporting SIG meetings return a weekly schedule, still held at 11am ET on Mondays meeting topics alternate between "business" and "development" each week "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?" -meetings devoted to workshopping are good -sounds like a plan -will add to slack messages to ask about this -add labels to alternatings meeting, e.g. "Reporting SIG - Business," "Reporting SIG - Development"
Metadb Software Development, Upgrades, and Testing	Corrie	Our Product Owner Corrie Hutchinson would like to cover some important topics with regard to Metadb software development, testing, and upgrades. Testing Metadb upgrades Bugfest testing workflows and processes -ID still working on leadership transition -metadb release cycle and testing procedures in discussion -metadb testing needs to be done outside BugFest -how would testing be different from testing done by individual institutions? -need to test metadb alone and as part of a flower release -how do we make sure we don't break something with each new release? how can this be done in a more automated/discoverable way? -how do we give feedback to the FOLIO community that things need to be changed upstream? -FOLIO Snapshot is beyond what most FOLIO dbs are... it may not be the best testing environment -Should we continue to try to point metadb to a BugFest environment? -Reporting App needs to be tested as well -Is bugfest stable for long enough that the initial metadb load has time to complete? -I feel like metadb is more reactionary than other folio dev. so, when considering flower releases, maybe it would make sense to test metadb against bugfest immediately AFTER flower release. then the new folio data fields can be tested, but most institutions won't jump to new flower release right away -might be better for Devops SIG to test Metadb and Reporting SIG to focus on derived table testing -should we plan to align metadb releases with Flower releases or rolling releases -should we plan sprint reviews in the Reporting SIG?
Discussion on workflows for the folio-analytics GitHub report repository	Stefan	Stefan Dombek will lead a discussion on workflows for the folio-analytics github repository see https://github.com/folio-org/folio-analytics urgent need for faster reviews and merges for Pull Requests submitted to this repository -new workflow is needed to go along with new structure for developing and reviewing PRs -folio-analytics is behind -would be helpful to have sprints, deadlines, etc. -rolling releases challenging in that there is less pressure to get the next query developed
Derived Table Pull Request Prioritization	Sharon	To support the review and merge process for current pull requests submitted to the folio-analytics GitHub repository, we'll take a look at the current list of Pull Requests and add the new "High Priority" label to them. see https://github.com/folio-org/folio-analytics/pulls
FOLIO Product Council Update	Jennifer	2024-05-30 Product Council Agenda and Meeting Notes. PC is addressing actionable items from 2023 Report on Things that could be better about FOLIO survey in this spreadsheet. The SIG/PC meeting will be on June 20, 2024, 10-11 am EST.

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

Item	Who	Notes

Item	Who	Notes
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 Port LDP derived tables to Metadb possibly done?? 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, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)		LDP release notes Metadb release notes (via tags) LDLite release notes (via tags) ldpmarc release notes LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)