2021-03-15 Reporting SIG Meeting notes

Date

15 Mar 2021

Attendees

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		Tod Olson	University of Chicago
	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
	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
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
X	Stefan Dombek	Leipzig University	X	Axel Doerrer	University Mainz
	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 Eustis	U. Massachusetts Amherst / Five College
	Aaron Neslin	Five Colleges		Laura Daniels	Cornell University

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
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. Test Data Updates to FOLIO Snapshot Environments
Report Ranking (Reminder)	Sharon	New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included. Action =>> Please review Reporting SIG-All Report Clusters (55 issues) in JIRA and RANK each report cluster for your institution (R1-R5) For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.
Excel Views Follow-up	Nassib, Stefan	Excel Views: follow-up from Nassib on presentation by Stefan last week on Excel views generally, using Excel as a database tool with LDP is fine with the LDP LDP guide explains that using views with LDP is not recommended, however LDP is not a data warehouse, it provides software that you can deploy on your own to run a data warehouse Views run the query again, and can present performance issues in layered reporting queries with large tables Materialized views store the query result Views introduce dependencies that can block database schema changes With Metadb (the next version of LDP), schema changes can potentially be made at any time Derived tables are similar to materialized views Other approaches to automating report distribution: creating local derived tables that you update automatically on your LDP may be a better way to provide a group of users with a specific report dataset your institution can create its own local schema(s) in addition to the "local" schema
Updates and Query Demonstrations from Various Reporting Related Groups and Efforts	Community & 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 ? see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki FOLIO Reporting development Daily Snapshots will only be kept for 2 weeks Starting to keep folio snapshots for 2 weeks now; contact Nassib if you want specific dates saved off Be sure to ask Nassib to save off a snapshot (in advance, before data are entered) of a particular dataset you entered on a particular day; he will probably use a naming convention such as “_save” for these custom snapshots Sharon asked Nassib to save the datasets documented on the Test Data Updates to FOLIO Snapshot Environments page in the Reporting SIG wiki Track progress via recent pull requests, featuring contributions by members of the reporting community: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+base%3Amain RA/UM Working Group No meeting, just working on ongoing query tasks Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM MM Working Group No news to report this week. Working group uses this spreadsheet to track JIRA issues, priority, and reports needed. ERM Working Group ERM Prototype and Query Development Status Finished work on derived tables invoice_transactions and purchase_order_transactions Working on ERM Agreements Cost & ERM Agreements Count Need to use transactions amounts for ERM inventory cost query → GitHub issue RM Working Group report development planned for FOLIO-Analytics Release 1.1 ACRL expenditures, title count, volume count, e-resources count subscriptions query fund query claims 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 Meetings	All	Next meeting: Would one or two members be able to share their institution's Reporting Rollout Plan? Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)