2024-07-08 Reporting SIG Meeting notes

Stanford University

Announcements/Reminders

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.

• Changes to the Reporting SIG meeting schedule
  • • Reporting SIG meetings return a weekly schedule, still held at 11am ET on Mondays
    • Meetings are held on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics. 
    • "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?" 

    
    

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)
  
  • July 15 Reporting SIG meeting cancelled
  • LDP to Metadb Training Continued (July 22)

• Any new members?
  • Welcome/introductions

• 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

"Writing Reports for the FOLIO Reporting App" Training

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

-

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?

• 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

• 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 

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