2022-03-14 Reporting SIG Meeting notes

2022-03-14 Reporting SIG Meeting notes

Date

Mar 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

 

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

 

Michael Patrick

The University of Alabama

 

Shelley Doljack

Stanford University

x

Eric Pennington

Texas A&M

x

Stefan Dombek

Leipzig University

x

Scott Perry

University of Chicago

x

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Natalya Pikulik

Cornell University

 

Alissa Hafele

Stanford University

 

Vandana Shah

Cornell University

x

Ingolf Kuss

hbz

x

Amelia Sutton

U. Massachusetts

 

Kim Laine

Cornell University

 

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

x

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

FOLIO Analytics repository pre-release!

  • https://github.com/folio-org/folio-analytics/releases/tag/v1.3.0-beta5

  • Commits over the last year: https://github.com/folio-org/folio-analytics/graphs/commit-activity

  • What went well?

    • worked well; a lot of people tried to review, and it was nice to see new people stepping up. (probably still need more people to review!)

    • important to say that everyone can create queries; you don't need to be a SIG member. maybe we can publicize this more - let others know they can contribute?

    • documentation was helpful - how to port, how to review

      • Question: should derived table conversion steps be added to CONTRIB.MD?

      • Or PORTING.MD?

    • good to have deadlines

    • ++

    • in addition to the documentation, the checklist has also lowered the barrier on being a reviewer, made people less fearful

    • response time for getting answers to questions, fast responses have been helping

  • What should we do moving forward

    • FOLIO LDP query apps - were a bit late getting testing set up, may need to do that a bit earlier next time

      • there is new functionality, but there haven't been any new tests created 

      • need to use snapshot for bugfest instead of bugfest environment

      • has anyone been asked to write new tests? not that we know of

      • maybe testers should reach out to Charlotte?

      • for next time, starting a little earlier

      • Jennifer could write a new test for save

      • who should be initiating?

      • normally, the week before claiming test (and the week of), POs or others will write tests

      • for the next release, Jennifer can post in Slack channel, ask Nassib if we need tests

      • not too late, we can still write a test and test it

      • Jean, Sharon, and Jennifer are all available to help

      • bugfest is 2 weeks long, so there is still time

      • maybe we can check in with Charlotte and/or Nassib about correct procedure for learning about and writing tests for new features

    • LDLite - our derived queries for LDP and Metadb won't work for LDLite, do we need to do something for LDLite?

  • Question: what is the next step?

    • Are we porting report queries?

    • Do we start writing queries for metadb?

 

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.

 

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 submitted our slate of derived tables for Metadb for Lotus R1 2022. We completed 16 derived tables for metadb!

  • We are turning our attention to finish porting over derived tables to metadb. We have a sign up sheet. We are looking for reviewers.

  • In next our lab session, we will use the LDP instance identifiers and go through the process of porting this over to metadb, how to contribute a pull request with the changes and update the runlist.txt, and go through a review.

 

ERM Working Group

  • Fixed data types for foreign keys: #554, #551, #550

  • Will now refocus on documentation and new derived table developement

  • 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, March

    • Contact @Axel Dörrer if you would like to get a calendar invitation.

  • Mermaid diagrams can now display directly in GitHub markdown! Example

 

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:

 

Demonstration of GitHub Desktop

Angela

Topics for Future Meetings

All

  • Next: Reviewing a pull request 

  • How to deal with External Stats reports?

    • maybe subteam leads check in about that

    • probably wait until after Metadb conversion is more complete

  • Definitely do GitHub Desktop demonstration at a SIG meeting in future, probably about 15 minutes

 

Review and update Topics for Future Reporting SIG Meetings 

 

 

 

 

A test Action Item (Ingolf)