July 2020 Reporting FOLIO FORUM Presentation Outline

Owned by Sharon Markus
Last updated: Jun 18, 2020 by Nassib Nassar
2 min read

As part of our July Reporting FOLIO Forum presentation, we would like to provide demonstrations of the work we have been doing on developing report queries for each of these reporting areas: RA/UM, MM, and RM (ERM is not yet ready for demos).  To prepare for this presentation, we'd like someone from each of these subgroups to do a trial run of showing a sample query at the Reporting SIG meeting on Monday, June 8.  (We are still getting an exact data in July.)

What queries seem most ready for such a demonstration from each of the subgroup areas?

  • RA/UM - Lost and Missing items or Claims Returned - need to confirm what is working best with test data
  • MM - HaithiTrust query
  • RM - RM-Title Count Cluster

Environment to use to run query: folio_release

Time allotted for this presentation: 90 minutes


Proposed Outline


"FOLIO Reporting Update on Community-Developed Reports"


Introductions, Setup, and Overview (Peter Murray) - 5 minutes


Development Overview for FOLIO Reporting (Nassib - FOLIO Reporting PM) - 5 minutes

  • FOLIO Reporting development
  • LDP Project and other related development projects


Community Development of Report Queries (Angela) - 5 minutes

  • data sources and limitations of test data set
  • query final review and testing for both PostgreSQL and Redshift
  • query demo tool being used today 
  • these queries are models that are available on GitHub in the report query repository
  • report writers can use the base queries to adapt their own


Why we have organized our work this way ....


Show variety of tools if possible, e.g. Microsoft Access, DBeaver, Aquadata Studio


Resource Access - rep from RA team - 20 minutes

  • quick description of the kinds of reports and data the RA team is focused on
  • show the query results
  • purpose of and problems solved by this report query
  • description of query and quick walkthrough of the SQL
  • high-level description of table connections documented in the prototype
  • high-level ER diagram showing the ways tables connect
  • ways in which different institutions may use or adapt this query to their own needs

Metadata Management - rep from MM team - 20 minutes

  • quick description of the kinds of reports and data the MM team is focused on
  • show the query results
  • purpose of and problems solved by this report query
  • description of query and quick walkthrough of the SQL
  • high-level description of table connections documented in the prototype
  • high-level ER diagram showing the ways tables connect
  • ways in which different institutions may use or adapt this query to their own needs

Resource Management - rep from RM team - 20 minutes

  • quick description of the kinds of reports and data the RM team is focused on
  • show the query results
  • purpose of and problems solved by this report query
  • description of query and quick walkthrough of the SQL
  • high-level description of table connections documented in the prototype
  • high-level ER diagram showing the ways tables connect
  • ways in which different institutions may use or adapt this query to their own needs


Wrap-up and Call For Participation and Support (Sharon - Reporting SIG Convener) - 5 minutes

  • need testing support (?)
  • why are developing reporting prototypes and queries


Questions? (Peter to facilitate addressing questions, monitoring chat, etc.) - 20 minutes