2019-03-25 Reporting SIG Meeting notes

2019-03-25 Reporting SIG Meeting notes

Date

Mar 25, 2019

Attendees

Preset?

Name

Organization

Present?

Name

Organization

Preset?

Name

Organization

Present?

Name

Organization

X

Sharon Beltaine

Cornell University



Sara Colglazier

Mount Holyoke College/Five Colleges



Elizabeth Berney

Duke University



Erin Nettifee

Duke University



Joyce Chapman

Duke University



Karen Newbery

Duke University



Elizabeth Edwards

University of Chicago

X

Tod Olson

University of Chicago



Claudius Herkt-Januschek

SUB Hamburg

X

Scott Perry

University of Chicago

X

Doreen Herold

Lehigh University



Stefan Stadtherr

MPIL Heidelberg

X

Anne L. Highsmith

Texas A&M

X

Simona Tabacaru

Texas A&M



Harry Kaplanian

EBSCO

X

Kevin Walker

The University of Alabama

X

Ingolf Kuss

hbz



Charlotte Whitt

Index Data



Lina Lakhia

SOAS



Michael Winkler

OLE

X

Joanne Leary

Cornell University



Uschi Klute

GBV

X

Michael Patrick

The University of Alabama



Holly Mistlebauer

Cornell University



Nassib Nassar

Index Data

X

Angela Zoss

Duke University



Veit Köppen

University Magdeburg

X

Lisa DeCarolis

Smith College/Five Colleges

X

Linda Miller

Cornell University



Philip Robinson

Cornell University



Filip Jakobsen (guest)

Samhaeng



Jackie Gottlieb



X

Elena OMalley










Discussion Items



Item

Who

Notes

Item

Who

Notes

Assign Notetaker, Take Attendance, Review agenda

Sharon

Today's notetaker: Scott Perry

Last week's notetaker:

Update and Demos from the LDP Report Working Group

Angela, Kevin, Tod, Sharon, Eric, Scott, Michael, Claudius, Veit

The LDP Report Working Group will give an update on progress and some demos with reporting tools:

  • Database schema (Angela)

    • Schema Spy

  • Circulation detail report query (Sharon)

  • LDP-Analytics GitHub repository (Angela)

    • non-function creating version 

  • Accessing the test database (Kevin, Michael, Angela, Tod?, Sharon?)

    • Web interface

    • Client-side reporting tools

    • test data

NOTES:

Review of schema by Angela and SchemaSpy. Using star schema because more user friendly.

Versioning based on record_effective date for updates to records. Daily snapshot updated based on updated, new records since the previous day.

Historical data vs. current data discussion.

Schema public will be extended to include all tables needed for reporting. Not created automatically, only created as report model created.

Report Prototypes

Use API documentation. Some documentation is incomplete or missing–important for gap analysis as well.

All elements represented in SchemaSpy.

GitHub

The latest versions have the star schema. The main page shows both the original legacy report, a link to Jira and the new SQL.

Able to build a library of SQL for anyone to build Folio reports. Ability to work collaboratively on reports.

User key will be link for circulation the version of the user will be retained based on when the loan is made.

Comment SQL code as a best practice to include likely issues with the report.

How will reports be organized? Not yet thought about that yet. Might be a need for user stories. How is a report used? Very detailed list of needs and use of the report.

For tools, go to Report Prototype Working Group–Tools

R and Tableau tools shown. Tableau doesn't like trailing semicolon in SQL. Will review other tools at another meeting.

Report Prototype Working Group meets Mondays at 10 EDT at https://zoom/us/j/614438335



Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings 

Other Topics?

All

Any other topics to discuss today?

Action items

Sharon will meet with Ann-Marie Breaux on Import-Export reports and bring notes back to Reporting SIG
Sharon to review ARES-related Resource Access reports with real-time data requirements with Darcy Branchini and bring notes back to Reporting SIG