2024-07-22 Reporting SIG Meeting notes

Date

22 Jul 2024

Attendees

Present?	Name	Organization
x	Arthur Aguilera	University of Colorado, Boulder
x	Sharon Beltaine	Cornell University
	Erin Block	University of Colorado, Boulder
	Shannon Burke	Texas A&M
	Suzette Caneda	Stanford University
	Dung-Lan Chen	Skidmore College
	Lloyd Chittenden	Marmot
x	Ann Crowley	Cornell University
	Tim Dannay	Mount Holyoke College
	Axel Doerrer	University Mainz
	Shelley Doljack	Stanford University
x	Stefan Dombek	Leipzig University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College
	Lynne Fors	Wellesley College
	Lisa Furubotten	Texas A&M
x	Mike Gorrell	Index Data
	Alissa Hafele	Stanford University
x	Kara Hart	Wellesley College
	Corrie Hutchinson	Index Data
	Jamie Jesanis	MCPHS
	Jeanette Kalchik	Stanford University
	Harry Kaplanian	EBSCO
x	Sarah Kasten	University of Chicago
	Tim Kiser	Michigan State University
x	Kevin Kishimoto	Stanford University
	Ingolf Kuss	HBZ
	Alexander Lao	Stanford University
	Joanne Leary	Cornell University
	Eliana Lima	Fenway Library Organizationder
	Eric Luhrs	Lehigh University
x	Kathy McCarthy	EBSCO
	Lisa McColl	Lehigh University
x	Linda Miller	Cornell University
	Joseph Molloy	Spokane Public Library
	Kathleen Moore
	Nassib Nassar	Index Data
x	Elena O'Malley	Emerson
	Tod Olson	University of Chicago
x	Jean Pajerek	Cornell University
x	Kimberly Pamplin	Texas A&M University
x	Scott Perry	University of Chicago
x	Natalya Pikulik	Cornell University
	Emily Sanford	Michigan State University
x	Bob Scheier	Holy Cross
	Vandana Shah	Cornell University
	Linnea Shieh	Stanford University
	Susie Skowronek	Oakland University
	Ken Smith	Valdosta State University
	Kimberly Smith	Middle Tennessee State University
	Clare Spitzer	Stanford University
	Amelia Sutton	U. Massachusetts
	Simona Tabacaru	Texas A&M
	Huey-Ning Tan	Stanford University
	Vitus Tang	Stanford University
x	Christie Thomas	University of Chicago
	Irina Trapido	Stanford University
	Catherine Tuohy	Emmanuel College
	Patrick Waite	U. Mass Amherst
Visitors:

Discussion Items

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. 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 (Stefan) Can we close these Jira issues? REP-9 - Getting issue details... STATUS REP-12 - Getting issue details... STATUS REP-186 - Getting issue details... STATUS 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 Continued (July 22) 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. Please 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 Is anyone making use of the Reporting App?
LDP to Metadb training part 3	Sharon, Natalya
"What is Reporting" Outline Review (continue if time)	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?
PC Update	Jennifer Eustis	2024-07-18 Product Council Agenda and Meeting Notes (Quarterly Asia Pacific Friendly Time Zone meeting). The PC meet for its second Asia/Pacific time to provide an update on the App Formalization working group, prioritization pilot from the Acquisitions SIG, and topics from China. Please see the minutes for more details.
Lists App Update	Jennifer Eustis	The Lists App now has a wiki page for Implementation Topics, List App Resource Management Implementation Topics. At the bottom of this page, you can add any ideas for new features for the Lists App. If you would like to indicate your preference for certain issues, in JIRA, you can use the "vote" feature to indicate if you support an issue. A "vote" is only an indication that you want to see this issue worked on.

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

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)
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. 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 - Getting issue details... STATUS . 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

(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