Reporting SIG Roadmap

Owned by Angela Zoss (Old)
Last updated: Dec 21, 2023 by Sharon Markus

(as of September 2022)

Near-term goals (3-6 months)

  • Complete Reporting SIG Vision and Strategy document (Statement of Scope, Roadmap, and Mission Statement)
  • Build a series of introductory training videos focused on learning the FOLIO data model in different functional areas and how FOLIO data can be queried in the LDP/Metadb
  • Complete porting all LDP derived tables to versions that work for Metadb
  • Develop a proposal for moving report requests from JIRA to GitHub and get FOLIO community buy-in
  • Agree on a new documentation system for FOLIO Analytics queries (especially derived table queries) that provides a quick on-ramp for new LDP/Metadb users
  • Identify best practices for asynchronous community development and decision-making

Mid-term goals (6 months-2 years)

  • Increase attention to and support for LDLite and ldpmarc
  • Complete the new framework for FOLIO Analytics documentation and move into maintenance phase
  • Consider proposing a PC meeting focused on discussing support for reporting, including an open discussion of hosting challenges; propose a small working group to explore solutions to hosting challenges (similar to the data privacy workgroup)
  • Discuss with TC the need for more detailed and earlier communication about changes in development that will affect the data model (note: even developers need this info because of dependency management and integrations)
  • Build more explicit ties to the reporting community for ReShare, including several joint programming events
  • Establish a quarterly schedule of outreach for reporting activities (e.g., FOLIO Forum presentations, WOLFcon presentations, direct communication with community members and institutions) 
  • Establish a regular schedule of recruitment for new SIG members
  • Formalize rotation system for crucial SIG roles and activities (e.g., convener, documentation subteam, query reviewers, bugfest testers) 
  • Develop additional training on relevant topics (query builder app, SQL, Python/LDLite, GitHub, reviewing queries, transitioning from specific ILSs to FOLIO)
  • Gather information from recent implementers on how they are using reporting systems and FOLIO Analytics

Long-term goals (3-5 years)

  • Support the Library Data Platform project in efforts to identify stable funding streams
  • Support development of alternative reporting interfaces (e.g., Reporting App, shareable dashboards, FOLIO Dashboard widgets)
  • Develop custom solutions for third-party data systems that are in common usage (e.g., Ares, ILL/BD, Caiasoft)