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2022-05-19 Reporting SIG Meeting notes

2022-05-19 Reporting SIG Meeting notes

May 19, 2022

Date

May 19, 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

 

Elena O'Malley

Emerson

 

Nancy Bolduc

Cornell University

 

Tod Olson

University of Chicago

x

Suzette Caneda

Stanford University

 

Jean Pajerek

Cornell University

 

Lloyd Chittenden

Marmot

x

Michael Patrick

The University of Alabama

 

Axel Doerrer

University Mainz

 

Eric Pennington

Texas A&M

 

Shelley Doljack

Stanford University

 

Scott Perry

University of Chicago

 

Stefan Dombek

Leipzig University

x

Natalya Pikulik

Cornell University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

x

Vandana Shah

Cornell University

x

Alissa Hafele

Stanford University

 

Linnea Shieh

Stanford University

 

Jeanette Kalchik

Stanford University

 

Clare Spitzer

Stanford University

x

Kevin Kishimoto

Stanford University

 

Amelia Sutton

U. Massachusetts

 

Ingolf Kuss

hbz

 

Simona Tabacaru

Texas A&M

 

Joanne Leary

Cornell University

 

Huey-Ning Tan

Stanford University

x

Eliana Lima

Fenway Library Organization

 

Vitus Tang

Stanford University

x

Alexander Lao

Stanford University

 

Irina Trapido

Stanford University

 

Eric Luhrs

Lehigh University

 

Kevin Walker

The University of Alabama

 

 

 

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

Canceling SIG meeting on Monday, May 23

 

Congrats to the documentation team on new Kiwi docs

 

WOLFCon 2022

  • Aug 31-Sep 2; Hamburg, Germany

  • Registration Open

    • Early registration for in person is a $50 savings, extended to June 3 

    • Virtual attendance: $15, already open

  • 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:

      • Introduction to LDP

      • Library Data Platform: Analytics in the Library

 

New meeting: LDP Users Group

  • Parts of the May 12 meeting were recorded; contact Nassib for the recording

  • Announcements for this and other things related to query development are being made on Slack channel #reporting-lab

 

How to find our latest recordings

  • Separate folders right now: January/February recordings, recordings from March and onward

  • New problem with recordings: now need a password. Use the same password from our Zoom meetings. If you enter the password and it just takes you to the password screen again, refresh the browser page and the recording should show up.

 

(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.

 

Converting queries to Tableau dashboards

Sharon and Vandana

  • using Confluence wiki to create a landing page for reporting

  • some people had trouble with SQL and DBeaver

  • instead, created some Tableau dashboards - some available to (soon) all staff, some more restricted

  • for dashboards, the SQL code runs in Tableau and connects directly to LDP, gets new data every morning

  • for circulation desk transactions, for example, can see transactions by day of week for each month, filter by material type/service point/action type

  • also have a dashboard for physical collections use

  • for the restricted dashboards (selector dashboards), have some like fund summary, fund details, funds with expense class, fund expenditures, approved invoices, and e-usage (COUNTER stats compiled by EBSCO twice per year)

  • Use built-in download button to allow people to download data or the dashboard itself

  • also have automated Excel reports - use DBeaver to set up an automated task that runs each of the queries, set up to filter by each selector team, and exports an Excel file to a Box folder (easy to lock down to just certain people who should have permission)

    • note: you can create tasks on the community edition of DBeaver, but the task scheduler is only on the enterprise edition

  • To save Excel reports in the Community Edition of DBeaver, might be able to use this extension: https://github.com/dbeaver/dbeaver/wiki/Extension-Office

  • possible that the Cornell dashboards could be repurposed as template dashboards for institutions to just get started

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

  • 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

  • hosting experiences from implementers

  • Reporting Vision and Strategy work

    • How to do report project tracking moving forward

  • End of June: how is the alternating week schedule working for SIG meetings?

 

Review and update Topics for Future Reporting SIG Meetings 

 

 

 

 

A test Action Item (Ingolf)