2021-02-01 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
XMichael 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)XNancy 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 CollegesXLaura DanielsCornell University

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Reporting FOLIO Forum coming up February 17Nassib

February 17, 2021 at 11:00am Eastern U.S. time (see this time in your timezone)

No registration required; download the calendar invitation below and view Forum on the Open Library Foundation YouTube channel 1


In March 2021, the FOLIO reporting community will release version 1.0 of a collection of reports and related queries that they have created to run on Library Data Platform (LDP) databases. This session will offer a practical introduction to the queries and how to build your own reports based on them. Areas covered will include metadata management, resource access, resource management, and work-in-progress on electronic resource management.


  • Nassib Nassar, Index Data
  • Jennifer Eustis, University of Massachusetts Amherst
  • Angela Zoss, Duke University
  • Sharon Beltaine, Cornell University
  • Axel Dörrer, University of Mainz

Watching the Forum

Watch the FOLIO Forum on YouTube Live: https://www.youtube.com/c/OpenLibraryFoundation 1

No pre-registration is required. Please use the YouTube chat function to ask questions and make comments. Alternatively, use the hashtag #FOLIOforum on Twitter for questions and comments. A recording of this Forum will be made available on the Discuss website (https://discuss.folio.org/tags/folio-forum) and the Open Library Foundation YouTube channel (https://www.youtube.com/c/OpenLibraryFoundation 1).

Calendar Invite (.ics)—Getting Started with FOLIO Reporting 1.0 (2.0 KB) — Add to Google Calendar…

MARC Use Case Small Group UpdateTod, Laura, Christie, Jennifer, Sharon

The MARC Use Case small group will provide an update to the Reporting SIG. They have identified, documented, and categorized several use cases to serve as MARC requirements for FOLIO reporting.  We'll review this list and see if we need further additions or updates.  Many thanks to the MM SIG members who stepped in to help us with this! : ) 

Tracking Missing Data Elements for QueriesTod

Tracking Missing Data Elements for Queries

  • Do SIGS know about data elements needed for report development?
  • reporting development groups do let SIGs know if certain elements are needed
  • report developers are documenting the missing data elements in their query documentation
  • do we need to do more?

Test Data Updates (reminder)All

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.

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Two pull requests in review: Shelf list and pick list.
  • The duplicate orders report was 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

RM Working Group

  • finished 4 queries for 2/1/21 code freeze
    • title count
    • item count
    • invoices
    • orders
  • 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