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2020-09-28 Reporting SIG Meeting notes

2020-09-28 Reporting SIG Meeting notes

Sep 28, 2020

Date

Sep 28, 2020

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

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

X

Jean Pajerek

Cornell University

X

Tod Olson

University of Chicago

X

Claudius Herkt-Januschek

SUB Hamburg

X

Scott Perry

University of Chicago

 

Doreen Herold

Lehigh University

 

Stefan Stadtherr

MPIL Heidelberg

 

Sarah Park

Duke University

X

Simona Tabacaru

Texas A&M

 

Clint Bellanger

Auburn University

X

Kevin Walker

The University of Alabama

X

Ingolf Kuss

hbz

 

Christie Thomas

University of Chicago

X

Joshua Lambert

Missouri State

 

Andi Bihler

Munich Technical University Library

 

Joanne Leary

Cornell University

 

Cheryl Malmborg

University of Chicago

X

Michael Patrick

The University of Alabama

X

Vandana Shah

Cornell University

X

Nassib Nassar

Index Data

X

Angela Zoss

Duke University

 

Veit Köppen

University Magdeburg

 

Lisa DeCarolis

Smith College/Five Colleges

X

Linda Miller

Cornell University

X

Elena O'Malley

Emerson

 

Matt Harrington

Duke University

     

Holly Mistlebauer

Cornell University

 

Cathy Tuohy

Emmanuel College (FLO)

X

Nancy Bolduc

Cornell University

 

Shirley Moentnish

Missouri State

X

Eric Pennington

Texas A&M

 

Stefan Dombek

Leipzig University

X

Axel Doerrer

University Mainz

X

Natalya Pikulik

Cornell University

 

Owen Stephens

K-Int

X

Eliana Lima

Fenway Library Organization

 

Marcia Borensztajn

EBSCO

 

Harry Kaplanian

EBSCO

 

Molly Driscoll

EBSCO

X

Amelia Sutton

U. Massachusetts

 

Heather Loehr

Hanover College

 

Mary Morgan

Grand Valley State University

X

Jennifer Eustice

U. Massachusetts Amherst / Five College


Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Sharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller

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

Review Results of Reporting Clusters JIRA Issue Ranking Conversion

Sharon

Please note that JIRA rankings for UXPROD and REP issues were converted by Holly to the new ranking system R1 (urgent) to R5 (not needed).

  • As of 2020, the Reporting SIG is only ranking reporting cluster issues, such as "UXPROD-2029 RA-Requests Cluster." You can find report clusters by using the label  "report-cluster" in your JIRA search.

  • Individual report requirements are captured in JIRA issues that start with "REP," such as "REP-275 Curbside Pickup Report." 

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!

  • As of 9/24/20, there were 14 out of 16 respondents to the reporting survey - Yay! 

  • Aliasing for reports

 

FOLIO Reporting development

 

RA/UM Working Group

  • RA/UM derived table demo

  • rows 25, 28, 29 shown so far

MM Working Group

  • MM derived table demo

  • changing queries to remove the WITH and to use CROSS JOIN

  • demo of holdings_electronic_access_v2 (in progress)

ERM Working Group

  • identifying derived tables in agreements and knowledge base

  • Khalilah Gambrel will attend the next ERM meeting to find out how eHoldings data can be loaded in LDP

  • verifying the latest reports ranking (rank renaming) to match with the current development roadmap

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

RM Working Group

  • RM Derived Table demos

    • rows 11, 21 shown so far

    • demo of local.invoice_lines_fund_distributions, needs to be updated for the new way to extract json arrays

    • WITH allows you to create a subquery (intermediate table "funds_distr" is created); locally-scoped table that exists for 

External Statistics Working Group

 

Writing Aliases in Derived Tables

Angela Zoss

Guidelines for Writing Aliases

  • How do we keep aliasing consistent across derived tables?

    • Argument is that appropriate aliasing makes sure the reports make sense to end users and that consistent aliasing across queries ensures consistent readability

    • Don't want to add a lot of overhead, but do want groups to be thoughtful about how derived tables will get pulled into other queries

  • General rules

    • because derived tables take data fields out of their original context (original tables), better to be more descriptive where possible

    • always alias the ID field by adding (simple) table name
      (e.g., id → user_id)

    • if joining in a name from a secondary table (and keeping the id field), both id and name should have similar alias
      (e.g., electronic_access_relationship_id, electronic_access_relationship_name) 

    • if a field name occurs in multiple tables, always add the table name
      (e.g., permanent_location_id → item_permanent_location_id, statistical_code_id → instance_statistical_code_id) 

  • ideas for a "registry"

    • we could keep track of "approved" aliases in some kind of spreadsheet, like this example

    • groups could use it to verify aliases in a new query, store new aliases as created

    • could be a bit too much work, but might be nice to have a good starting set of example aliases

  • note: column name length does have restrictions, might want to agree on some abbreviations for both table and field names

 

Topics for Future Meetings

All

Review and update Topics for Future Reporting SIG Meetings 

 

Action items