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2021-11-01 Reporting SIG Meeting notes

2021-11-01 Reporting SIG Meeting notes

Nov 01, 2021

Date

Nov 1, 2021

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

x

Arthur Aguilera

University of Colorado, Boulder

x

Linda Miller

Cornell University

x

Sharon Beltaine

Cornell University

 

Nassib Nassar

Index Data

 

Nancy Bolduc

Cornell University

x

Elena O'Malley

Emerson

x

Lloyd Chittenden

Marmot

x

Tod Olson

University of Chicago

x

Axel Doerrer

University Mainz

x

Jean Pajerek

Cornell University

x

Shelley Doljack

Stanford University

x

Michael Patrick

The University of Alabama

x

Stefan Dombek

Leipzig University

x

Eric Pennington

Texas A&M

x

Jennifer Eustis

U. Massachusetts Amherst / Five College

x

Scott Perry

University of Chicago

x

Alissa Hafele

Stanford University

 

Natalya Pikulik

Cornell University

 

Ingolf Kuss

hbz

x

Vandana Shah

Cornell University

 

Kim Laine

Cornell University

 

Amelia Sutton

U. Massachusetts

 

Joanne Leary

Cornell University

 

Simona Tabacaru

Texas A&M

x

Eliana Lima

Fenway Library Organization

x

Kevin Walker

The University of Alabama

x

Eric Luhrs

Lehigh University

x

Angela Zoss

Duke 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

Individual accounts for folio_snapshot

All

Let Nassib know if you're using folio_snapshot. He is setting up individual accounts, rather than the group "ldp" account.

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.

DBeaver tips

Sharon

Slides:

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

  • On going investigation on extracting ERM data with LDlite

    • will try to rebuild existing derived tables with LDlite

  • Improvement to some ERM queries / derived tables are released

  • ERM Prototype and Query Development Status

  • Bi-weekly schedule (next meeting 9th, November 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, revised 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

  • 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

  • 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?)

    • 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 (ask Jennifer)

    • using different applications (other than DBeaver)

    • Insomnia for API queries?

    • SQL

    • LDP to metadb

    • non-Roman script querying (Stefan)

    • Metadb implications

      • if schema changes, will that be relatively seamless? old fields still in history, but new fields in current?

      • if fields are deprecated and removed, what happens if they come back again?

      • how will deleted records show up?

    • GitHub

    • Panorama

    • LDLite (again?)

  • 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?

    • Query style (ask Nassib)

  • Upcoming:

    • Nov 1: DBeaver tips (Sharon)

    • Nov 8: querying non-Roman scripts (Stefan)

    • query optimization (Axel?)

 

Review and update Topics for Future Reporting SIG Meetings 

 

 

 

 

A test Action Item (Ingolf)