2020-05-11 Reporting SIG Meeting notes

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

Jean Pajerek

Cornell University

Tod Olson

University of Chicago

Claudius Herkt-Januschek

SUB Hamburg

Scott Perry

University of Chicago

Doreen Herold

Lehigh University

Stefan Stadtherr

MPIL Heidelberg

Sarah Park

Duke University

Simona Tabacaru

Texas A&M

Clint Bellanger

Auburn University

Kevin Walker

The University of Alabama

Ingolf Kuss

hbz

Christie Thomas

University of Chicago

Joshua Lambert

Missouri State

Andi Bihler

Munich Technical University Library

Joanne Leary

Cornell University

Cheryl Malmborg

University of Chicago

Michael Patrick

The University of Alabama

Vandana Shah

Cornell University

Nassib Nassar

Index Data

Angela Zoss

Duke University

Veit Köppen

University Magdeburg

Lisa DeCarolis

Smith College/Five Colleges

Linda Miller

Cornell University

Elena O'Malley

Emerson

Matt Harrington

Duke University

Holly Mistlebauer

Cornell University

Cathy Tuohy

Emmanuel College (FLO)

Nancy Bolduc

Cornell University

Shirley Moentnish

Missouri State

Eric Pennington

Texas A&M

Stefan Dombek

Leipzig University

Axel Doerrer

University Mainz

Natalya Pikulik

Cornell University

Owen Stephens

K-Int

Eliana Lima

Fenway Library Organization

Attendance & Notes

Sharon

Attendance & Notes

• Today's attendance-taker: Linda Miller

• Today's note-takers:  Team Leads for project updates

Updates from Various Reporting Related Groups and Efforts

Community & Coordination, Reporting Subgroup Leads

Project updates

The Reporting SIG is using small working groups to address priorities and complete our work.  Each week, we will provide updates to the Reporting SIG from these various reporting-related groups and efforts. Please include updates on specific JIRA issues for prototype or query development workflow. Do we need to create any additional JIRA tickets?

Community & Coordination: 

• no meeting this week

• met with leads of working groups

Development:

• working on getting Microsoft Access to work for Postgres version of LDP; error on ways tables connect to one another (UUDs are too long for Access to handle); Access only connects tables on integers; Nassib programmed in dummy tables as integer identifiers to make this work ("sk" surrogate key) makes the Access Visual SQL Editor work

• Access does not connect to RedShift

• may need to be some parallel work for institutions requiring Access

• Postgres is less expensive to host than RedShift

• Many requests for diagrammatic representation of LDP; Schema Spy has visual representation of tables at https://glintcore.net:8443/ldp/schemaspy/public/relationships.html

• Finalized style of Readmes for LDP Analytics on GitHub; example at: https://github.com/folio-org/ldp-analytics/tree/master/sql/circ_detail

Tools to Consider

• Dbeaver Enterprise has worked well for Eliana (not free)

• Metabase (free and not free)

• LibreOffice Base ? (free)

• Aqua Data Studio (not free)

• Crystal Reports (not free)

RA/UM Working Group: 

• 4 prototypes currently underway

MM Working Group:

• Group continues to work on "external holdings" report prototype: MM External Holdings-HathiTrust

RM Working Group: 

• for latest updates, see RM Prototype and Query Development Status

ERM Working Group:

• for latest updates, see ERM Prototype and Query Development Status

Interlibrary (ILL) Loan and Borrow Direct (BD) Integrations Update

Elena, Vandana

We'll discuss options and recommendations for integrating Interlibrary Loan (ILL) into your library system, with a focus on how that impacts developing queries for reports.

• ReShare presented in Consortia by Kristen Wilson. Currently using NCIP protocol, has potential to be used between FOLIO libraries for intraconsortial borrowing. Plans to have its own LDP for reporting in the future. It is more designed to be the handshake between systems, rather than extensive reach within FOLIO. Discovery layer independent/agnostic - currently working with VuFind. Identifying NCIP record creation and editing/updating may be a way that several libraries will be able to track ILL activity within FOLIO.

• Several institutions responded to Elena's questions about what ILL means to their institution (how they currently manage ILL).  A compilation of all responses () has been attached to all the ILL REP issues, so that report writers can refer to them while developing queries. Almost all institutions manage ILL somewhat differently, but a common feature is the use of an outside system for ILL such as OCLC or ILLiad, at times a linkage to the home system, and the creation of a dummy or psuedu-patron account/marker that links to the item loaned out from the home library, so that it shows as checked out. In some cases, this is also created for items borrowed (Chicago creates bib and item records for borrowed items). A lot of the annual statistics are generated from the external system. For FOLIO reporting, ILL counts will depend on each institution's data integration with its chosen external ILL systems. Currently, the best we can do is based on Nassib's suggestion of an 'example' university library: we assume a format of data integration, and write a query based on that format. For example, we assume that institutions will create a pseudo-borrower code that is linked to FOLIO, so that the patron record will reflect that it is an ILL loan, and we will base ILL reporting on this configuration. As institutions go live with FOLIO, they can customize their queries for ILL.

Categorizing Reports in External Statistics, Import/Export, and Consortia

All

We'll review reports that have been categorized as External Statistics to move them into existing Reporting Subgroups for development. Import/Export and Consortia Reports also need to be reviewed this way.

• Recategorize Import and Export REP Issues

• Recategorize External Statistics REP Issues

Additional Topics?

All 

Schedule "Quick Demo" meeting for Reporting Tools Analysis

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings