Date

12 Aug 2024

How to Join the Meeting

Meetings are held on Zoom 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.

Here are the Zoom details:

Join from PC, Mac, Linux, iOS or Android: https://openlibraryfoundation.zoom.us/j/601231377?pwd=ZVFtQWxUaTFLb1J3b1JPdlZqZU1lQT09

Or iPhone one-tap (US Toll): +13017158592,,601231377# or +13126266799,,601231377#

Or Telephone:

Dial: +1 408 638 0968 (US Toll) or +1 646 558 8656 (US Toll)

Meeting ID: 601 231 377

Find your local number: https://openlibraryfoundation.zoom.us/u/ketrxUP4uW

Attendees

Present?	Name	Organization
	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
	Mike Gorrell	Index Data
	Alissa Hafele	Stanford University
	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
	Kevin Kishimoto	Stanford University
	Ingolf Kuss	HBZ
	Alexander Lao	Stanford University
	Joanne Leary	Cornell University
	Eliana Lima	Fenway Library Organizationder
	Eric Luhrs	Lehigh University
	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
	Scott Perry	University of Chicago
	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
x	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 Registration 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. About the Reporting SIG meeting schedule 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) Reporting App use at various institutions 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
Impacts of New Fields and Features	Sharon	We'll review the current list of new fields and features with potential impact on reporting. Review and update the Impacts of New Fields and Features on Reporting grid Donor field you can delete data in the old field, but cannot update or add new and still displays existing data; still interacting with data import mapping using the old field; Data Import will not see the new field until Ramsons half-implemented, which could be problematic new field is available to enter new donor information need to determine which derived tables need to be updated is used heavily at UChicago how to move old donor data to new field? used to be an open string on a PO line without validation of the donor information, whereas the new donor field is controlled - when you add a donor to a PO line, it will need to be validated against an organization
New Fields and Apps	Jennifer Eustis	new Serials app with Quesnelia field for predictive patterns of Serials in Receiving Enumeration accordion changes come with a new field in the FOLIO item record called Display Summary From Owen (PO of Serials App): This field (Display Summary in the item record) originates in the Receiving app. It can be populated by using the Serials app for predictive patterns or can be populated manually in Receiving. The reason (or at least part of the reason) it was introduced was because of the existing enumeration & chronology properties were ambiguous and not used consistently across libraries. The Display Summary allows for a single string representation of the issue details e..g "Vol 1, Issue 6, Jun 2024" . Aleph breaks down the enumeration into levels and allows for multiple chronologies and I think there's still an argument we should do the same, but as an immediate solution using display summary at least gives a way of having a single field that brings together all the relevant information in a human readable way. From the Serials (predictive piece generation) side we had the same challenge - where does all the information go in the receiving piece (and so Inventory item) if there are several levels of enumeration, some alternative enumeration, multiple chronologies etc. So having a single text field (display summary) allows for us to at least generate something that is going to work for everyone, even if some would like to see a more granular breakdown of the information ultimatelyAnd means we can handle language differences OK as well (Vol. vs Bd. etc.) From Khalilah: I have a draft document about fields that are returning in the edge-rtac response with Q release. https://folio-org.atlassian.net/wiki/spaces/FOLIJET/pages/1395735/What+gets+returned+in+edge-rtac+response. This jira issue contains details as to when the Display summary field would be returned in the edge-rtac response https://folio-org.atlassian.net/browse/MODRTAC-107. You may want to discuss with EDS support where that information displays.
Derived Table Development Status	Sharon	We'll review the latest status of derived table development: review latest FA issues at https://github.com/folio-org/folio-analytics/issues review latest FA pull requests at https://github.com/folio-org/folio-analytics/pulls
Reporting App	Sharon	Are there any institutions running the Reporting App? If so, we'd like to collaborate with you on a plan for a demo of how different institutions are using the Reporting App.
PC Update	Jennifer	2024-08-08 Product Council Agenda & Meeting Notes The FOLIO developer advocate updated the PC on progress on a new manual for developers. Then the PC discussed how to manage and track the type of progress members are interested in including climate. This is an ongoing discussion.

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) Ongoing topics: Workshopping, DBS statistics Meetings: Contact Stefan Dombek 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 Poppy documentation is live on https://docs.folio.org/docs/ Quesnelia 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

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)

Ongoing topics: Workshopping, DBS statistics
Meetings: Contact Stefan Dombek 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

Poppy documentation is live on https://docs.folio.org/docs/
Quesnelia 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

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