| Attendance & Notes | Angela | Attendance & Notes - Today's attendance-taker: Linda Miller
- Today's note-takers: Team Leads for project updates
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Announcements /
Reminders | Angela | Possible raining topic: Git/Github? - should we cover that in a SIG meeting? how many interested?
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.
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| 2022 Visioning |
| Reviewing Goals for 2021: - Prove the design of using external data sources (outside FOLIO data) in the Library Reporting Database
- ingesting non-FOLIO data into LDP - several institutions have done this, so yay!
- User acceptance testing: are we meeting the requirements that we hoped we would?
- have relied on implementers to test queries in some cases
- LDP app itself had traditional user acceptance testing
- Develop support for using MARC data in FOLIO reporting
- not available in LDP, and non-LDP implementers really don't have a solution
- switch to Metadb, we will be able to tackle this
- LDlite also offers this access
- Did advocate for these features in 2021 and helped build use cases and test
- we're having to wait both on LDP/Metadb development and also on SRS development, which originally only had bibs
- Develop a FOLIO Reporting Vision and Strategy
- definitely have talked around this for a while, but I don't think we really sat down to articulate something
- Develop support structure for those using queries
- did articulate a support workflow
- Understand our needs for normalizing, denormalizing, summarizing, aggregating, anonymizing data
- much of this happens as part of software planning
- we also use derived tables to accomplish these tasks
- Expand outreach by sharing experiences of report development groups more broadly and getting feedback from other groups in the FOLIO community
- maybe a slower year for outreach last year
- Maintain, support, and distribute robust repository of shared queries
- this is still happening, feel good about the shared queries
- Write shared documentation on the queries, connecting reporting tools to Library Reporting Database
- report queries are well documented (but not derived tables)
- Write shared documentation on the Library Reporting Database implementation, maintenance and schema (e.g., data dictionary)
- review of documentation needs revealed that existing documentation works well, so SIG doesn't need to do this part
- Reach out to FOLIO implementers and respond to their reporting problems and needs
- different working groups have been reaching out to implementers/working with them
- Extend collaborative model of report development groups to a larger scale, focusing on those who will actually be using the queries
- this is happening fairly organically as institutions go live; they are influencing the development groups
What else did we accomplish? - FOLIO LDP app
- early development on Metadb queries
- documentation added to docs.folio.org
- successful transition between conveners
- made connections to other reporting efforts
- Institutions went live (Cornell, TAMU, Duke with course reserves), with support from dev groups
- Implementers shared back about their experiences
- New members joined, members taking on new roles
- SIG-wide training
- continued advocacy on part of the SIG to governance groups
Priorities for 2022: - (H) Support the transition from LDP to Metadb (e.g., update derived table and report queries, update documentation, outreach, new training)
- (H?) continued advocacy on part of the SIG to governance groups
- (M) ramp up on outreach (esp. FOLIO Forums)
- (L?) explore connections to ReShare (e.g., ask for presentation)
- (M) deepening ties to other SIGs
- maybe each group can go to SIG and give presentation on Metadb
- (H?) Develop a FOLIO Reporting Vision and Strategy
- secondary goal: come up with language that can be used to explain to our institutions the importance of the work and of devoting resources
- (M? H?) Review JIRA issues, clean up, revisit strategy for JIRA
- (H) Developing training/onboarding for new SIG members/report users (esp. FOLIO-specific data model and transformation stuff)
- (L) Share experiences on hosting options for reporting databases
- do we have a doc somewhere? we have the implementers grid, which is a start
- maybe a discussion topic for a SIG meeting where people who have different hosting providers share their experiences
- (H?) Improve communication between SIG and developers of apps so we hear about data model changes in advance
- Syncing our repository updates up with the FOLIO release schedule
- (M) Build ER Diagram-based documentation (mermaid) for derived tables
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| 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 - Meetings have become more of a lab session, working through specific problems
- Angela has been attending RA SIG meetings to open the lines of communication, now once a month
- Contact Angela if you would like to join these meetings; first Wednesdays at 10am eastern
- Context
MM Working Group - Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata.
- Our goals this year:
- Work on converting our LDP derived tables and queries to metadb
- Work on learning GitHub, git, and more sql
ERM Working Group - Discussed ERM Goals 2022
- Complete documentation on existing derived tables
- Migrate ERM LDP queries for Metadb use
- How to get more ERM SIG more involved for...
- (real life) reporting requirements
- checking results of report on real data
- How can development for the integration of eHoldings data be funded
- Housekeeing: Github issues left overs, how long to keep meeting recordings etc.
- ERM Prototype and Query Development Status
- Meetings are biweekly and will be moved to Tuesdays 11am-noon ET alternating with RM Working Group
- Still need to change the time slot with an OLF Zoom Meeting Room
- Contact Axel Dörrer if you would like to join these meetings
RM Working Group - Next meeting is Tuesday, 1/25/22
- Meetings are biweekly on Tuesdays11am-noon ET; contact Sharon Beltaine if you would like to join us
- working on LDP to Metadb table mapping spreadsheet to prepare for transition to Metadb
- looking at using https://mermaid-js.github.io/mermaid/#/ to document data models in finance areas of FOLIO
- 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 - Honeysuckle documentation is live on https://docs.folio.org/docs/
- Iris documentation is in progress, due December 15
- Additional Context
- The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)
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:
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| 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
- 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)
- Gathering institutional query repositories; someone can propose a new page or a new addition to an existing page on FOLIO Analytics?
- Follow up on how devs can work with SMEs better to decide on and advertise data model changes
- Upcoming:
- SQL advice/query optimization (Axel)
- query demo - MARC (Tod)
- Intro to SQL training (as time allows)
- revisit discussion on openness/transparency in communication and open source software; decide as a group what we would like to advocate for
Review and update Topics for Future Reporting SIG Meetings
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