2022-02-28 Reporting SIG Meeting notes









Arthur 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 ChittendenMarmot
Jean 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 University
Vandana ShahCornell University
xIngolf KusshbzxAmelia SuttonU. Massachusetts

Kim LaineCornell University
Simona TabacaruTexas A&M

Joanne LearyCornell UniversityxKevin 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 /


FOLIO Iris docs are live!

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.

New Reporting SIG meeting timesAngela


  • Current time, Mondays at 10AM Eastern
    • 2nd and 4th Mondays
  • Additional time, Thursday at 2pm Eastern/11am Pacific
    • 1st and 3rd Thursdays?
  • Question about conflicts:
    • If there is a conflict with a Monday or Thursday meeting, can push back a week
    • If there is a 1st Monday and 2nd Thursday on same week in a month?
      • Trying to wiggle around that every month is going to be a big headache; would be nice to rely on the week number
      • And with the alternating weeks, we can choose to add another meeting in as necessary
  • Angela will invite SIG members to Outlook events so they can get updates when things need to shift around?
    • send note to reporting SIG email list to ask if people want to be added
  • How long should we try this out?
    • end of June
Intro to Git and GitHubAngela
The latest from Folio AnalyticsAll

Recent updates to queries on our Folio Analytics repository

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 are making good progress with 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.
  • Angela has created great documentation on how to review pull requests in this folder.

ERM Working Group

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

Review and update Topics for Future Reporting SIG Meetings 

  • A test Action Item (Ingolf)