2022-02-14 Reporting SIG Meeting notes









xArthur AguileraUniversity of Colorado, BoulderxLinda MillerCornell University
xSharon BeltaineCornell University
Nassib NassarIndex Data
xErin BlockUniversity of Colorado, BoulderxElena O'MalleyEmerson

Nancy BolducCornell UniversityxTod OlsonUniversity of Chicago

Lloyd ChittendenMarmotxJean PajerekCornell University
xAxel DoerrerUniversity MainzxMichael PatrickThe University of Alabama

Shelley DoljackStanford UniversityxEric PenningtonTexas A&M

Stefan DombekLeipzig UniversityxScott PerryUniversity of Chicago
xJennifer EustisU. Massachusetts Amherst / Five CollegexNatalya PikulikCornell University
xAlissa HafeleStanford UniversityxVandana ShahCornell University

Ingolf KusshbzxAmelia SuttonU. Massachusetts

Kim LaineCornell UniversityxSimona TabacaruTexas A&M

Joanne LearyCornell University
Kevin WalkerThe University of Alabama
xEliana LimaFenway Library OrganizationxAngela ZossDuke University

Eric LuhrsLehigh University


Discussion Items




Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates

Announcements /


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.

The latest from Folio AnalyticsAll

Recent updates to queries on our Folio Analytics repository

Alternating meeting timesAll


  • 7am is too early for Pacific time zone
  • Have already moved meeting a little later to accommodate Mountain time, but probably can't go later
  • Proposal: have two meeting times that alternate from week to week
  • Thoughts?
    • 11am might work, but it's late in Europe 
    • alternating times:
      • could do every other week
      • could keep the Monday meeting weekly and add another meeting, every one or two weeks
      • 1st/3rd and 2nd/4th

Please fill out poll to look for times that might work for Pacific:


Intro to GitAngela

Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & 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

  • 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.
  • We have began porting over LDP derived tables to Metadb. We have a sign up sheet. If you'd like to participate, please add your name. If you aren't in the our mm reports Slack channel, let Jennifer know so that you can be added.
    • Current pull requests for metadb derived tables:
      • holdings statistical codes
      • holdings notes
      • instance statistical codes
      • instance alternative titles
      • instance electronic access
  • For instance formats, bad data from FOLIO was encountered. Instead of a uuid for the format ids, the data was "volume nc rdacarrier". It seems this isn't the first time for such data - beware.

ERM Working Group

  • Reviewed ERM Goals 2022
    • Complete documentation on existing derived tables
    • Migrate LDP queries to Metadb (ERM?)
    • Move on with derived tables portfolio for ERM
    • Getting ERM SIG and implementers more involved for reporting requirements
  • Still housekeeing: Github issues left overs, how long to keep meeting recordings etc.
  • ERM Prototype and Query Development Status
  • Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group
    • Next meeting will be at 15th, february
    • Contact Axel Dörrer if you would like to get a calendar invitation.

RM Working Group

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:

Topics for Future MeetingsAll
  • Feb 21: Tips for DBeaver settings (Sharon)

Review and update Topics for Future Reporting SIG Meetings 

  • A test Action Item (Ingolf)