Date

19 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
	Stefan Dombek	Leipzig University
	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
	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
x	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
	Kimberly Pamplin	Texas A&M University
x	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
x	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:

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 business 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
Metadb and FOLIO Analytics	Mike Gorrell	News! CU Boulder has agreed to be the LDP "Beta Partner" YAY! This means they will be the official testbed for new Metadb and FOLIO-Analytics software The process will include their Test and their Production environment. Generally: Deploy to their test environment Run general (regression) and release-specific tests Once 'accepted'... Deploy to Production Run general (regression) and release-specific tests Once 'accepted'... the releases will be officially released Index Data will be working closely with CU Boulder on testing and verification Can the community offer any test ideas (queries, etc.)? New Releases for Metadb (likely 1.4) and FOLIO-Analytics (likely V1.7.9) Targeting Early September for beginning the testing process Communicate via Slack–MG will provide the correct channel Not testing Reporting App because it doesn't change (the underlying source remains the same) Will create a community reference environment
Review “What is FOLIO Reporting” outline	Scott, Sharon	The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like. What is FOLIO Reporting? Look at scope statement for the SIG KS Clean up CSV output with script KK
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 Contact Scott or Sharon if you need access to the development environment.
LDP software development support	Scott, Sharon	LDP software development: what should our cutoff date be for LDP software and consulting support? LDP support will cease tentatively at the end of 2024. All of the JSON will be exposed in metadb soon.
Reporting App	Scott	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	2024-08-15 Product Council Agenda and Meeting Notes The PC discussed way on how to better track progress for the roadmap, prioritization, SIG connections. Ideas such as a shared calendar, creating dashboards, and what it means to be a liaison came up.

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

Browser not supported