2024-08-12 Reporting SIG Meeting notes

Arthur Aguilera

University of Colorado, Boulder

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

Ann Crowley

Cornell University

Tim Dannay

Mount Holyoke College

Axel Doerrer

University Mainz

Shelley Doljack

Stanford University

Stefan Dombek

Leipzig University

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

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

Linda Miller

Cornell University

Joseph Molloy

Spokane Public Library

Kathleen Moore

Nassib Nassar

Index Data

Elena O'Malley

Emerson

Tod Olson

University of Chicago

Jean Pajerek

Cornell University

Kimberly Pamplin

Texas A&M University 

Scott Perry

University of Chicago

Natalya Pikulik

Cornell University

Emily Sanford

Michigan State University

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

Christie Thomas

University of Chicago

Irina Trapido

Stanford University

Catherine Tuohy

Emmanuel College

Patrick Waite

U. Mass Amherst

Visitors:

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.

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables