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2022-04-21 Reporting SIG Meeting notes

2022-04-21 Reporting SIG Meeting notes

Apr 21, 2022

Date

Apr 21, 2022

Attendees

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

Present?

Name

Organization

 

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

 

Tod Olson

University of Chicago

x

Suzette Caneda

Stanford University

x

Jean Pajerek

Cornell University

 

Lloyd Chittenden

Marmot

x

Michael Patrick

The University of Alabama

 

Axel Doerrer

University Mainz

x

Eric Pennington

Texas A&M

 

Shelley Doljack

Stanford University

x

Scott Perry

University of Chicago

 

Stefan Dombek

Leipzig University

 

Natalya Pikulik

Cornell University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Vandana Shah

Cornell University

x

Alissa Hafele

Stanford University

 

Linnea Shieh

Stanford University

 

Jeanette Kalchik

Stanford University

x

Clare Spitzer

Stanford University

x

Kevin Kishimoto

Stanford University

x

Amelia Sutton

U. Massachusetts

 

Ingolf Kuss

hbz

x

Simona Tabacaru

Texas A&M

 

Kim Laine

Cornell University

 

Huey-Ning Tan

Stanford University

 

Joanne Leary

Cornell University

 

Vitus Tang

Stanford University

 

Eliana Lima

Fenway Library Organization

x

Irina Trapido

Stanford University

x

Alexander Lao

Stanford University

 

Kevin Walker

The University of Alabama

 

Eric Luhrs

Lehigh University

x

Angela Zoss

Duke University

Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

  • Today's attendance-taker: ?

  • Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Angela

New meeting: LDP Users Group

  • May 12 (11:00 a.m. Eastern) 

  • informal: share news and recent work

  • Both LDP 1.x and Metadb users, but introducing more Metadb content, more cross-FOLIO-ReShare content

 

How to find our latest recordings

 

Time for a Training Working Group?

  • One of our Goals for 2022 is to develop training and onboarding resources specific to reporting

  • Is it time to form a small team?

  • Anyone interested?

 

(Always) 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.

 

2022 Goal: Develop a FOLIO Reporting Vision and Strategy

All

From our Goals for 2022:

Develop a FOLIO Reporting Vision and Strategy

(Secondary goal: come up with language that can be used to explain to our institutions the importance of the work and of devoting resources.)

  • What should this vision and strategy be used for in the SIG?

    • really helpful for people who are new to the FOLIO ecosystem - where to get involved, what to pay attention to

    • good to put boundaries around what you do and you don't do (also something that can influence our goals); do we do in-app reporting? data warehouse reporting? just good to articulate what you're working on, both for people who are new, people outside the group, and for honing our goals

  • components of our vision and strategy work (proposal from 4/11 meeting):

    • mission statement or motto: short, 1-2 sentences, that summarizes our approach to our work

    • statement of scope: what do we do? why? what don't we do? why?

    • roadmap: short- and long-term milestones and goals for SIG activity

      • could be challenging or time consuming to come up with, but think it would add good added context

      • also can be energizing - very concrete, and can be good to to have a specific target when you want to move forward

  • brainstorm for statement of scope:

    • been a good place for people to come as a centralized point of information; with the subgroups, people get split up, but the SIG meeting brings everyone together to get acquainted with things

    • have also gotten great introductory info here, with demos and the agenda topics

    • to guide the development of the FOLIO reporting environments and tools

      • providing information about what our users need, through needs assessment

      • testing systems

      • feedback on system design proposals

      • develop reporting tools that serve the needs of different kinds of users

Let's start discussing!

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 are still looking for help with derived tables and reviewers. See our sign up sheet.

  • Our next session will go through the review process and one more example of porting over a derived table from LDP to metaDB.

 

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 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

  • Converting queries to dashboards: Sharon and Vandana (April 25, tentative)

  • hosting experiences from implementers

 

Review and update Topics for Future Reporting SIG Meetings 

 

 

 

 

A test Action Item (Ingolf)