2021-10-04 Reporting SIG Meeting notes

Date

04 Oct 2021

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Sharon Beltaine	Cornell University	x	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	x	Michael Patrick	The University of Alabama
x	Shelley Doljack	Stanford University	x	Eric Pennington	Texas A&M
	Stefan Dombek	Leipzig University	x	Scott Perry	University of Chicago
x	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Natalya Pikulik	Cornell University
	Ingolf Kuss	hbz	x	Vandana Shah	Cornell University
	Kim Laine	Cornell University	x	Amelia Sutton	U. Massachusetts
	Eliana Lima	Fenway Library Organization	x	Simona Tabacaru	Texas A&M
x	Linda Miller	Cornell University		Kevin Walker	The University of Alabama
	Nassib Nassar	Index Data	x	Angela Zoss	Duke University

Discussion Items

Item	Who	Notes
Attendance & Notes	Angela	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
Update on LDP app		Still hoping to make the relaxed Kiwi deadlines (later this week) Still a lot of debate about what kinds of apps should be included in FOLIO release; PC may work on acceptance criteria Still a lot of debate about how FOLIO ships without built-in reporting; PC may discuss this more later Some strange additional comments, including a suggestion that Reporting SIG is currently just an LDP SIG
New wiki page collecting reporting options		FOLIO Reporting Options also linked from Reporting SIG main wiki page
Announcements / Reminders	Angela	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 FOLIO LDP1-based Reporting First Implementers Grid (now with metadb column) New FOLIO Query Writing Knowledge Base See "Writing Queries" section in the sidebar of the wiki
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 Getting back into query writing, will talk soon about whether to focus on metadb or keep going with new LDP queries Angela will begin attending RA SIG meetings every two weeks or so to open the lines of communication Context 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 The zoom link for the meeting is https://umass-amherst.zoom.us/j/99254861410. Usual FOLIO password. Our next meeting will be 10/5 and will be a lab session to learn from each other, seek help, and report back on any issues with derived tables or reports for metadata. ERM Working Group Improvement to some ERM queries / derived tables are currently in review Date fields are available again for in agreement cost & count query Adding erm resource data to package content item derived table Added erm resource types(+ publication & subtypes) for erm agreement count query Group is working on ERM-specific datamodel documentation Overview of Cross-module connections Add more documentation and their purpose for derived tables ERM Prototype and Query Development Status Bi-weekly schedule (next meeting 12th, October 9:00 AM ET) Zoomlink (password is the common zoom password in the FOLIO community) RM Working Group dividing fund_expenditures_by_po_line into 2 queries: one that uses invoice payments as date range and another that uses fiscal year reviewed HathiTrust serial holdings report, refined for use at Cornell exploring ways to make it easier to find options for reporting parameters in your LDP (e.g., a list of locations, item statuses, etc.) several queries for RM completed, but still need documentation, testing, and review working on queries for the next FOLIO Analytics release for latest updates, see RM Prototype and Query Development Status Reporting SIG Documentation Subgroup No changes Additional Context Over the next few months, Reporting SIG Documentation Subgroup will be helping to build end-user documentation for https://docs.folio.org/docs/ (much will be linking to existing documentation over on GitHub) see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki External Statistics Working Group no updates currently 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: https://github.com/folio-org/folio-analytics/commits/main
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?) What is done in JIRA? (JIRA clean up) 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 LDP to metadb Discussion: how to rank clusters with institutional rankings going away? consortia SIG is talking about a central office app of some kind; that app might need to deal with consortia-wide reporting how to train: wiki pages with examples? form a small project team? (e.g., how to pull from marc, how to use local schema) each dev team create training about the data structures in that area? Upcoming: non-Roman script querying (Stefan) - 10/11 Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)