2021-01-25 Reporting SIG Meeting notes









XSharon BeltaineCornell University
Sara ColglazierMount Holyoke College/Five Colleges

Elizabeth BerneyDuke University
Erin NettifeeDuke University

Joyce ChapmanDuke University
Karen NewberyDuke University
XJean PajerekCornell UniversityXTod OlsonUniversity of Chicago

Claudius Herkt-JanuschekSUB HamburgXScott PerryUniversity of Chicago

Doreen HeroldLehigh University
Stefan StadtherrMPIL Heidelberg

Sarah ParkDuke UniversityXSimona TabacaruTexas A&M

Clint BellangerAuburn UniversityXKevin WalkerThe University of Alabama

Ingolf Kusshbz
Christie ThomasUniversity of Chicago

Joshua LambertMissouri State

Andi Bihler

Munich Technical University Library

Joanne LearyCornell University
Cheryl MalmborgUniversity of Chicago

Michael PatrickThe University of AlabamaXVandana ShahCornell University
XNassib NassarIndex DataXAngela Zoss

Duke University

Veit KöppenUniversity Magdeburg
Lisa DeCarolisSmith College/Five Colleges
XLinda MillerCornell UniversityXElena O'Malley


Matt HarringtonDuke University     Holly MistlebauerCornell University

Cathy TuohyEmmanuel College (FLO)
Nancy BolducCornell University

Shirley MoentnishMissouri StateXEric PenningtonTexas A&M
XStefan DombekLeipzig UniversityXAxel DoerrerUniversity Mainz

Natalya PikulikCornell University
Owen StephensK-Int
XEliana LimaFenway Library Organization
Marcia BorensztajnEBSCO

Harry KaplanianEBSCO
Molly DriscollEBSCO
XAmelia SuttonU. Massachusetts
Heather LoehrHanover College

Mary MorganGrand Valley State UniversityXJennifer EustisU. Massachusetts Amherst / Five College

Aaron NeslinFive Colleges

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Report Query Reviewers neededSharon

Our reporting developers are requesting assistance from the Reporting SIG to volunteer to peer-review queries and related pull requests via GitHub.

The benefits of volunteering to review report queries include:

  • gaining experience with running report queries
  • learning more about how the report queries work
  • contributing directly to the report repository that is shared by the FOLIO community

List of reviewers:

  • Tod Olson
  • Amelia Sutton
  • Eric Pennington

Contact Nassib Nassar for more information.

Test Data UpdatesAll

FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.

Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & Coordination, Reporting Subgroup Leads

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries.  Each week, these groups will share reports/queries with the Reporting SIG.  Reporting development team leads are encouraged to enter a summary of their work group activities below.

Call Number SORT key - Shelfing Order Field

  • Update from Tod?
  • call number sort key being developed in FOLIO applications, so will be reflected in LDP database
  • https://folio-org.atlassian.net/browse/UXPROD-2002
  • affects reports by subject
  • not sure there is capacity in IRIS release, may need to be developed later

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Will present the shelf and pick list reports to working group tomorrow.
  • The duplicate orders report has been delayed
  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.

ERM Working Group

Reporting SIG Documentation Subgroup

SIG Conveners Group

    • All SIG conveners met Friday January 22 to discuss FOLIO Training and Documentation from their areas
    • Sharon described how Reporting SIG documentation is both on our wiki and on GitHub for the FOLIO Analytics Report Repository
    • future update to Product Council on status of SIG documentation and training materials considered
    • outstanding questions:
      • more information needed on how to use the FOLIO documentation pages at https://docs.folio.org/docs/
      • how to approach shared documentation areas such as app interaction and configuration settings
    • ideas for completing documentation:
      • use BugFest test case descriptions to start
      • use SIG wiki pages
      • work on documentation during SIG meetings

MARC Data Use Cases Group

    • update from our meetings Friday Jan 15 and Friday Jan 22
    • see wiki: MARC Data Use Cases
    • Tod, Jennifer, Sharon, Laura, Christie

RM Working Group

  • several new derived tables to support Orders query
  • finishing up orders query for LDP 1.0
  • item count query done for LDP 1.0
  • ACRL expenditures, title count, and volume count in progress and planned for LDP 1.1
  • for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group

  • ACRL query set to be targeted for LDP 1.1 release
  • new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
  • New organizational structure for External Statistics reports
    • external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
    • these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
    • institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
    • each reporting development team will take responsibility for the queries in their area for the external statistics clusters

Topics for Future MeetingsAll

Review and update Topics for Future Reporting SIG Meetings