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2024-07-08 Reporting SIG Meeting notes

2024-07-08 Reporting SIG Meeting notes

Jul 09, 2024

Date

Jul 8, 2024

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

 

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

x

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

 

 

 

x

Patrick Waite

U. Mass Amherst

 

 

 

 

Joseph Molloy

Spokane Public Library

 

 

 

x

Ann Crowley

Cornell University

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

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)

 

  • Upcoming Reporting SIG meeting topics (tentative)

    • July 15 Reporting SIG meeting cancelled

    • LDP to Metadb Training Continued (July 22)

 

  • Any new members?

    • Welcome/introductions

 

 

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 

  • Query developers

 

"Writing Reports for the FOLIO Reporting App" Training

 

Stefan

Stefan will provide training on how to write reports that can be run from the new FOLIO Reporting App. 

Presentation: https://docs.google.com/presentation/d/1xNbg9JlnYocoCqJIpT0IZPylALcIe5x99XRkX8MUSh4/edit?usp=sharing

 

Questions/Notes:

-the reports are written with user defined functions; see more information at https://github.com/folio-org/folio-analytics/wiki/Cookbook:-User-Defined-Function

-if a user runs a query in your metadb instance, it may block the tables being used for a user from the Reporting App (which may impact getting results from the Reporting App); perhaps create derived tables to point your reporting app queries to? Would be good to get more information on this from Corrie

-would be helpful to have a feature of organizing reports by type, e.g., acquisitions, circulation

-

 

"What is Reporting" Outline Review

Scott, Sharon

The FOLIO Product Council has asked the FOLIO Reporting SIG to provide a definition of reporting as it is used on the FOLIO Project. We will review and add to the outline that has been started. Feel free to add your thoughts and ideas to this page in the wiki:

 

What is FOLIO Reporting?

 

 

 

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. https://github.com/folio-de/d-reporting Special requirements require a separate repository for the German community.

  • New Kanban-Board "Reporting DBS" created . This board contains all issues for the DBS under the EPIC REP-293: DBS-ClusterOpen. The EPIC is separate to the rest of the Jira issues from the Reporting SIG. The EPIC is also under the project "Reporting" not in "UXPROD" because it has not to be tracked for the whole FOLIO project. It can be seen more internally.

  • Ongoing topics: Workshopping, DBS statistics

  • 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

 

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: