What is FOLIO Reporting?
- Sharon Markus
- Jennifer Eustis
- Scott Perry
Background
The Reporting Special Interest Group (SIG) defines reporting as the tools used for data delivery
-description of reporting, including scope, features, limitations, etc.
-The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like.
creating a table may or may not be helpful to list the options
need to focus on the most important reporting tools
how do you query MARC?
need to consider performance in the solution chosen
need a definition for what we mean by "reporting"
useful to have a list of all the "reporting" options
ability to extract information based on a query, not business analytics
Reporting Data Warehouse Solutions
Metadb - (open source)
LDLite - (open source) (in between API and data warehouses python scripts to extract and etl the data)
Panorama - (fee-based)
API-based solutions (reword--tools that use the APIs)
An API (Application Programming Interface) can be used to retrieve data from FOLIO applications directly for reporting purposes. Some examples of APIs used on the FOLIO project are Postman, CQL, Python, LDLite, BibControl, and the MARC Query Search API (this has known performance issues).
BibControl (fee-based application only available in Germany)
In-App Reports
In-App reports refer to tools within FOLIO applications in one functional area that allow the user to download selected records from that functional area. For instance, you can use the Orders App in FOLIO to create and download a list of orders.
Functional Area | App | Description | Limitations |
|---|---|---|---|
Acquisitions | Orders | allows the user to export as a CSV the results of their search |
|
Acquisitions | Invoices | allows the user to export as a CSV the results of their search |
|
Acquisitions/ERM | Licenses | allows the user to export as a CSV the results of their search |
|
Inventory/Circulation | Inventory | In transit report will export as a CSV any item with the status of “In transit” |
|
Requests/Circulation | Requests | Hold Shelf clearance report will provide a list of items with the status of awaiting pickup for the service point that the user has currently selected. The CSV export has the request status and item information. |
|
Requests | Requests | allows the user to export as a CSV the results of their search |
|
Circulation | Circulation log | allows the user to export as a CSV the results of their search |
|
Metadata | Inventory/Source Record Storage | Using a list of identifiers, the user can export instances, marc bib srs, holdings, and/or item information as MARC21 files |
|
FOLIO Applications
FOLIO Reporting App - The Reporting app provides a FOLIO interface for interacting with a Metadb database. There are two section to the app, the Query builder and Saved queries. The Query builder allows you to build a query with the option to save it for later use. Saved queries allows you to load a previous query into the Query builder to start editing or run.
FOLIO Lists App - The Lists App in FOLIO allows users to create, manage, and export lists of information from specific record types. See the working group page for more information such as roadmap and specifications. The first release was the Lists App Beta in Poppy.
Other Tools Associated with Reporting
DBeaver - desktop application used by many FOLIO participants to write SQL queries to be used with a Metadb reporting database for FOLIO Reporting.
CloudBeaver - cloud-based web application provided by DBeaver company that users to write SQL queries to be used with a Metadb reporting database for FOLIO Reporting
PowerBI - desktop and web application used by some FOLIO users to create data dashboards and write SQL queries
Tableau - desktop application used by some FOLIO users to create data dashboards delivered through a Tableau server
Knime - a free and open-source data science platform with a graphical user interface that lets users analyze, visualize, and integrate data
Questions
-Does LDLite support reports used in the Reporting App?
No
-Does the reporting app support any data warehouse?
-Can the Lists app use metadb?