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2021-05-10 Reporting SIG Meeting notes

2021-05-10 Reporting SIG Meeting notes

May 10, 2021

Date

May 10, 2021

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

 

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

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

  • Today's attendance-taker: Linda Miller

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

Announcements /
Reminders

Angela

WOLFcon

Registration for WOLFcon (June 1 to 3) is open - and free!

 

Test Data

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.

 

Cluster Ranking

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 (64 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.

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

 

FOLIO Reporting development

 

RA/UM Working Group

 

MM Working Group

  • Last Tuesday, we worked on the recommendations for LDP Marc. This discussion brought up an interesting find in relation to how FOLIO Quickmarc and FOLIO Data Import update the json file for the marc srs record on update. For Quickmarc, there is a matching or masking identifier called matched_id that is related to the real UUID for the different versions of the marc srs; a new UUID is assigned when the marc srs record is edited and saved. This is not the case for Data Import. The group has forwarded questions to Ann-Marie Breaux who is the PO for Data Import to explain the administrative metadata in the json file for the marc srs and how the FOLIO apps Quickmarc and Data Import act on this file at the time of the creation and update (or edit) of marc srs records. Today, Ann-Marie Breaux, PO For Data Import, posted notes on the administrative metadata in the json file for MARC SRS records, Data Import FAQ.

  • If you have general comments and questions about LDP Marc, please add them to this spreadsheet. The original spreadsheet of use cases submitted to Nassib can be found in this document.  

  • For general report development, the working group uses this spreadsheet to track JIRA issues, priority, and reports needed. However, because many institutions are going live, we would like to focus on completing the following:

    • OCLC synchronization report

    • Duplicate orders reports

    • HathiTrust reports

    • More LDP Marc testing

 

ERM Working Group

 

RM Working Group

  • fix to finance_transactions_invoices derived table

  • planning and work for 1.2 queries started last week

    • subscriptions

    • more with invoices and orders

    • vouchers

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

 

External Statistics Working Group

  • ACRL query set included in 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

 

Reporting Rollout Plans from different implementing Institutions

Sharon / Angela / others

  • Cornell (Sharon)

  • Duke (Angela

Demo of MARC queries

Angela? Jen?

 

Topics for Future Meetings

All

  • SRS MARC database structure: might it be worth separating control fields from data fields so fixed fields can be indexed differently from free text fields, maybe would reduce self joins on the table

    • could include in proposal, coordinate with Jennifer

  • Rollout plans from institutions

  • Follow-up on Quickmarc/Data Import conflicts

 

Review and update Topics for Future Reporting SIG Meetings 

 

 

 

 

A test Action Item (Ingolf)