| | |
|---|
Attendance & Notes | Angela | Attendance & Notes |
Announcements /
Reminders | Angela | WOLFCon 2022 Aug 31-Sep 2; Hamburg, Germany Registration Open (in person) Current planned sessions Three reporting-related sessions planned: SIG organized: Reporting Lessons from Implementers (Panel, Standard (50 min), Hall (up to 250 people), Live presentation) LDP/Nassib organized:
New meeting: LDP Users Group May 12 (11:00 a.m. Eastern) Both LDP 1.x and Metadb users, but introducing more Metadb content, more cross-FOLIO-ReShare content Announcement: I would like to invite you to our first LDP Users Group meeting on Thursday, May 12 at 11:00 a.m. Eastern Time (US and Canada). Our speaker will be Sean Cwiek from the Midwest Collaborative for Library Services, on the topic of creating consortial reports in the ReShare project. There will also be time for sharing and learning from others on topics such as data models, SQL, and reporting tools. Please bring any reporting work that you might like to share or questions you may have.
Contact Nassib Nassar for any additional information on the meeting.
Zoom link:
https://us02web.zoom.us/j/89550753031?pwd=RG14Z3YvZkRPcVRzY21FMGlNM1l6Zz09
Meeting ID: 895 5075 3031
Passcode: 218855
How to find our latest recordings Useful tool for learning about LDP structure: (Always) Recruiting New Query Developers |
Converting queries to Tableau dashboards | Sharon and Vandana | Selectors were unhappy with DBeaver - some are happy to adapt the queries, but others don't even want to have to sort and filter in Excel Finished dashboard is shared on the Cornell Tableau server Tableau dashboard pulls from a live query - query is refreshed from the LDP every morning various visualizations and filter so people can zoom in on just what they want; also a "reset filters" button Selector dashboards are most sensitive (funds, etc.) also have a drop down that allows people to select what is used in the chart have alternative view options - one chart, one table set up a connection to LDP, then select "New Custom SQL" connect to a table in the local schema, and the table itself can be refreshed when you want (e.g., quarterly) data download: trained the staff to use the server download button Also set up Excel downloads that are refreshed daily runs at 7am send files to Box different reports for different teams In DBeaver (Enterprise only? Also Community?), set up a task to automate the report open query create a new data export task, select connection, paste in the SQL, select export file format, configure output, then select export directory (mapped Box folder); final step is the Windows scheduler step if you want it to run at a particular
Also training staff in how the dashboards get built What data? Write LDP Query Build Tableau Dashboard
Tableau server helps a bit with permissions
|
How to do report project tracking moving forward | All | |
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 Context
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 group is working on RM-related derived tables for 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 a calendar invitation Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams Next meeting is Tuesday, May 3rd 11am-noon ET
Reporting SIG Documentation Subgroup 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 | Reviewing a pull request How to deal with External Stats reports? Converting queries to dashboards: Sharon and Vandana (May 9, tentative) hosting experiences from implementers Reporting Vision and Strategy work
Review and update Topics for Future Reporting SIG Meetings |
| | |