2022-02-14 Reporting SIG Meeting notes

Date

14 Feb 2022

Attendees

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
x	Erin Block	University of Colorado, Boulder	x	Elena O'Malley	Emerson
	Nancy Bolduc	Cornell University	x	Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	x	Jean Pajerek	Cornell University
x	Axel Doerrer	University Mainz	x	Michael Patrick	The University of Alabama
	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
x	Alissa Hafele	Stanford University	x	Vandana Shah	Cornell University
	Ingolf Kuss	hbz	x	Amelia Sutton	U. Massachusetts
	Kim Laine	Cornell University	x	Simona Tabacaru	Texas A&M
	Joanne Leary	Cornell University		Kevin Walker	The University of Alabama
x	Eliana Lima	Fenway Library Organization	x	Angela Zoss	Duke University
	Eric Luhrs	Lehigh University

Absent

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
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.
The latest from Folio Analytics	All	Recent updates to queries on our Folio Analytics repository https://github.com/folio-org/folio-analytics/commits/main
Alternating meeting times	All	Concern: 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: https://www.when2meet.com/?14547101-tmXg9
Intro to Git	Angela	(continuing) Intro to Version Control with Git and GitHub (eventually) Git interfaces: GitHub, GitHub Desktop, Git plugin for DBeaver
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; second Wednesdays at 1pm Eastern (but for Feb, actually Tuesday the 8th at 2pm Eastern) 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 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 group is working on RM-related derived tables for Metadb see RM Derived Tables to Convert from LDP to Metadb for latest query development updates, see RM Prototype and Query Development Status Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Markus if you would like to join us Next meeting is Tuesday, February 22 11am-noon ET 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: https://github.com/folio-org/folio-analytics/commits/main
Topics for Future Meetings	All	Feb 21: Tips for DBeaver settings (Sharon) Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)