2021-02-22 Reporting SIG Meeting notes










Sharon 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
XIngolf 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 Alabama
Vandana 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

Stefan 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
Laura DanielsCornell University

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates
Reporting Impacts of delays in UXPROD-2002 Normalized Call NumberAll

Reporting Impacts of delays in the development of UXPROD-2002 Normalized Call Number

  • UXPROD-2002 - Getting issue details... STATUS
  • UXPROD-2002, originally scheduled for May (IRIS), may not get released until Juniper (mid-August). This is the Normalized Call Number feature, so it may impact some of your institution's reports. You may want to weigh in on the priority of this feature and make a Comment in JIRA about how it will impact your institution
  • What are possible workarounds?
  • Joanne Leary suggests a possibility for doing the sort with this: https://github.com/mbelvadi2/lcsortable
    • Would someone like to test possible workaround this week and report back next meeting?
  • let's discuss what we get with MODINVSTOR-381
    • Call Number Sort for Items?
    • marked as done
    • sort key for call numbers available at Item level in Inventory, which makes it available for LDP
  • Report Clusters impacted by UXPROD-2002
  • Areas where nearly-live data needed
    • export live data and join with sort keys?
  • Contact Angela for Excel plug-in for Call Number sorting
  • Impacts
    • MM, RA?

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.

Reporting SIG Documentation Subgroup

    • Representative from Reporting SIG to (NEW) Documentation Working Group
    • see Reporting SIG Documentation Subgroup page in this wiki
    • small group addressing Product Council request to provide FOLIO documentation (Linda, Axel, Sharon)
    • update from our meeting on Tuesday February 2 (Axel)
    • update from Product Council
      • Marcia (technical writer) is being extended to work on the FOLIO project through June 2021
      • Documentation Working Group will be convened by Emily Fowler
    • additional members welcome!

FOLIO Reporting development

RA/UM Working Group

MM Working Group

  • Duplicate orders - in progress
  • Going forward we will work on these reports
    • OCLC Holdings synchronization
    • Uncataloged materials
    • HathiTrust
  • Working group uses this spreadsheet to track JIRA issues, priority, and reports needed.

ERM Working Group

  • ERM Prototype and Query Development Status
  • Stefan Dombek (Leipzig) will help on SQL query developing
  • Issue on invoices with foreign currencies. amount of system currency will be in finance_transactions, but perhaps not on purchase order line level.

RM Working Group

  • looking at international currency impacts
  • report development planned for FOLIO-Analytics Release 1.1
    • ACRL expenditures, title count, volume count, e-resources count
    • subscriptions query
    • fund query
    • collection development query
  • for latest updates, see RM Prototype and Query Development Status

External Statistics Working Group

  • ACRL query set to be targeted for FOLIO-Analytics 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