2024-06-24 Reporting SIG Meeting notes

Arthur Aguilera

University of Colorado, Boulder

Eliana Lima

Fenway Library Organization

Sharon Beltaine

Cornell University

Eric Luhrs

Lehigh University

Erin Block

University of Colorado, Boulder

Lisa McColl

Lehigh University

Kathleen Moore

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

Jean Pajerek

Cornell University

Tim Dannay

Mount Holyoke College

Kimberly Pamplin

Texas A&M University 

Axel Doerrer

University Mainz

Scott Perry

University of Chicago

Shelley Doljack

Stanford University

Natalya Pikulik

Cornell University

Stefan Dombek

Leipzig University

Emily Sanford

Michigan State University

Jennifer Eustis

U. Massachusetts Amherst / Five College

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

Corrie Hutchinson

Index Data

Ken Smith

Valdosta State University

Jamie Jesanis

MCPHS

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

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

Joanne Leary

Cornell University

Irina Trapido

Stanford University

Mike Gorrell

Index Data

Catherine Tuohy

Emmanuel College

Patrick Waite

U. Mass Amherst

Joseph Molloy

Spokane Public Library

Ann Crowley

Cornell University

Attendance & Notes

Scott

Attendance & Notes

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

• Today's note-takers:  Team Leads for project updates

Announcements/Reminders

Scott

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.

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)

  • 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

Derived Table Pull Request Prioritization 

Scott, 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. We'll also ask for reviewers.

• see https://github.com/folio-org/folio-analytics/pulls

Metadb Software Development, Upgrades, and Testing

Corrie

LDP to Metadb transition overview

Natalya, Sharon

Natalya and Sharon will continue their presentation on Moving from LDP to Metadb. This presentation summarizes important changes for institutions who are moving from running the LDP (Library Data Platform) for their FOLIO reporting database to the new Metadb reporting database system. Highlights include  an introduction to the Metadb schema, table, and file structure changes compared with LDP as well as examples for updating your code to conform to the new structure. 

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.

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)

• 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)

• 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

• Ongoing topics

  • Workshopping

  • 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

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

Metadb FOLIO User Group

• Meetings

  • Contact @Nassib Nassar if you would like to get a calendar invitation

Product Council

• (December 8 meeting) PC shared a report of the SIG check-ins

• would love for PC to check-in yearly

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)

For all recent work on FOLIO Reporting SQL development:

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