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2021-08-30 Reporting SIG Meeting notes

2021-08-30 Reporting SIG Meeting notes

Aug 30, 2021

Date

Aug 30, 2021

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

x

Sharon Beltaine

Cornell University



Elena O'Malley

Emerson



Nancy Bolduc

Cornell University

x

Tod Olson

University of Chicago

x

Lloyd Chittenden

Marmot

x

Jean Pajerek

Cornell University

x

Axel Doerrer

University Mainz



Michael Patrick

The University of Alabama



Shelley Doljack

Stanford University



Eric Pennington

Texas A&M

x

Stefan Dombek

Leipzig University

x

Scott Perry

University of Chicago

x

Jennifer Eustis

U. Massachusetts Amherst / Five College



Natalya Pikulik

Cornell University

x

Ingolf Kuss

hbz



Vandana Shah

Cornell University



Kim Laine

Cornell University

x

Amelia Sutton

U. Massachusetts



Jesse Lambertson

University of Chicago

x

Simona Tabacaru

Texas A&M

x

Eliana Lima

Fenway Library Organization



Kevin Walker

The University of Alabama

x

Linda Miller

Cornell University

x

Angela Zoss

Duke University

x

Nassib Nassar

Index Data







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

Note: No SIG Meeting Monday, 6 September

  • Will cancel SIG meeting for US Holiday (Labor Day)



Recruiting New Query Developers

  • The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.



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 (57 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.



Update LDP implementers grid



New FOLIO Query Writing Knowledge Base

  • See "Writing Queries" section in the sidebar of the wiki

Demonstration - connect to LDP via Jupyter Notebook

Nassib

Training Request



  • Adding custom tables to LDP

    • anyone already doing this who would be willing to demonstrate?

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.

RA/UM Working Group



MM Working Group



ERM Working Group



RM Working Group

  • reviewed fund_expenditures_summary; will consider turning this into fund_expenditure_summary_by_expense_class

  • created fund_expenditures_by_po_line

  • several queries for RM completed, but still need documentation, testing, and review

  • working on queries for the 1.2 FOLIO Analytics release

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



Reporting SIG Documentation Subgroup

  • No changes

  • Additional Context



External Statistics Working Group

  • no updates currently

  • 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



Product Council





For all recent work on FOLIO Reporting SQL development:



Topics for Future Meetings

All

  • Follow-up on MARC status, Quickmarc/Data Import conflicts

  • How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model

  • Show and tell

    • how are institutions using the LDP

    • examples of using the local schema

    • Cornell's report ticketing system

    • Rollout plans from institutions

    • Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)

  • Training topics

    • adding test data in FOLIO snapshot

    • How to do ad hoc querying with the derived tables

    • How to use the LDP app

    • using KNIME to build reports (LDP edition)

    • use of local schema for custom tables

    • more on MARC

    • using different applications (other than DBeaver)

    • Insomnia for API queries?

    • SQL

    • SQL/Notebooks in RStudio (Angela)

  • Upcoming:



Review and update Topics for Future Reporting SIG Meetings 









A test Action Item (Ingolf)