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2022-02-14 Reporting SIG Meeting notes

2022-02-14 Reporting SIG Meeting notes

Feb 14, 2022

Date

Feb 14, 2022

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

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

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

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



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

  • 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 Meetings

All

  • Feb 21: Tips for DBeaver settings (Sharon)



Review and update Topics for Future Reporting SIG Meetings 









A test Action Item (Ingolf)