2020-09-21 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

Marcia Borensztajn

EBSCO

Harry Kaplanian

EBSCO

Molly Driscoll

EBSCO

Amelia Sutton

U. Massachusetts

Heather Loehr

Hanover College

Mary Morgan

Grand Valley State University

Jennifer Eustice

U. Massachusetts Amherst / Five College

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.

Additional JIRA tickets for Angela to create for prototypes or queries

• ?

Community & Coordination: 

• reporting survey is out!

• discussing next steps for Reporting SIG after Derived Tables are Created:

  1. Systematic group review of derived tables in future Reporting SIG meeting

  2. Modify queries to use the derived tables

• At their own institutions or hosting provider, LDP admins can automate derived table updates through a simple script

FOLIO Reporting development

• The database folio_snapshot is now being updated once per hour (at 0 minutes after the hour) from the folio-snapshot reference environment. This allows making changes via the FOLIO UI at https://folio-snapshot.dev.folio.org/ and working with the updated data in the LDP database within an hour.

  The database folio_snapshot is now also being updated once per hour (at 30 minutes after the hour) with the derived tables from https://github.com/folio-org/folio-analytics/tree/master/sql/derived_tables which create tables in the local schema.

  If we could prefix our local tables with our names, in the form local.firstlast_... (for example, local.nassibnassar_items_ext), that would help with keeping the local schema workspace organized.

  Thanks for your help!

   

Reporting Data Privacy Working Group:

• update on request to Product Council to have FOLIO create centralized documentation for fields containing personal data 

  • FOLIO Product Owners will maintain central list of data privacy fields

  • NN will follow up on this; he will create a Google Doc with the tables and fields based on the list from the Data Privacy workgroup

  • Cate Borema will work with Product Owners to keep this document up to date; Nassib will follow up with Cate

Derived Tables Discussion

• How do we keep aliasing consistent across derived tables?

• Discussion to continue in next Reporting SIG meeting

RA/UM Working Group

• RA/UM derived table demo

• rows 25, 28, 29

• useful to bring in the id field of the table, then a useful name field right after in the query, such as patron_group_id and patron_group_name

MM Working Group

• Jennifer Eustis is new liaison to MM Reports Subgroup!

• MM derived table demo

• row 2 

• useful to bring in id and hrid when available

• long aliases are helpful to describe the data more clearly

ERM Working Group

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

• addressing data extraction and decoding issues

• ERM data loaded into the LDP using FOLIO test data

• Axel Dorrer is our ERM Working Group Lead!

RM Working Group

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

• rows 11, 21

External Statistics Working Group

• Recategorize External Statistics REP Issues

ID tables

Question about ID tables

• in folio_snapshot, organization id, vendor id, and contact id are all the same id data; id numbers are same, but elements associated with id numbers is different

• would it be better rename id to organization_id in organization_contacts?

• foreign key analysis only works with real data and does not work with test data

• what about renaming the columns for clarity? 

  • better to retain the tables in their original form

• one way to work with the id table issue is to alias the tables

Reporting Survey Reminder

All

Remember to have your institution's Reporting Representative complete the Reporting Survey

Fine/Fees question

Holly

For the question about reporting on options for lost item replacement actual cost, Option B for developing a separate Fine/Fee type was chosen over using the Transaction Information field.

Option B:

• Reporters would find SET COST charges by looking for a Fee/Fine Type of ‘Lost item fee’.

• Reporters would find ACTUAL COST charges by looking for a Fee/Fine Type of ‘Lost item fee’ (actual cost)’.

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings