2022-06-16 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, Boulder
Linda MillerCornell University
xSharon BeltaineCornell University
Nassib NassarIndex Data

Erin BlockUniversity of Colorado, BoulderxElena O'MalleyEmerson

Nancy BolducCornell University
Tod OlsonUniversity of Chicago
xSuzette CanedaStanford UniversityxJean PajerekCornell University

Lloyd ChittendenMarmot
Michael PatrickThe University of Alabama

Axel DoerrerUniversity Mainz
Eric PenningtonTexas A&M

Shelley DoljackStanford University
Scott PerryUniversity of Chicago

Stefan DombekLeipzig University
Natalya PikulikCornell University

Jennifer EustisU. Massachusetts Amherst / Five College
Vandana ShahCornell University

Alissa HafeleStanford UniversityxLinnea ShiehStanford University

Jeanette KalchikStanford University
Clare SpitzerStanford University
xKevin KishimotoStanford University
Amelia SuttonU. Massachusetts

Ingolf Kusshbz
Simona TabacaruTexas A&M

Joanne LearyCornell University
Huey-Ning Tan

Stanford University

xEliana LimaFenway Library Organization
Vitus TangStanford University
xAlexander LaoStanford UniversityxIrina TrapidoStanford University

Eric LuhrsLehigh University
Kevin WalkerThe University of Alabama

xAngela ZossDuke University

Discussion Items




Attendance & NotesAngela

Attendance & Notes

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

Announcements /


Trying out a new Slack space for LDP questions

  • There are questions related to LDP projects (e.g., LDP-1, Metadb, LDLite, LDP query builder app) that cut across FOLIO and ReShare
  • Nassib is trying out a single Slack space for questions/support
  • Can use this invitation to add yourself

Documentation for Lotus is Live!


Thanks, documentation team!

Request for feedback: take a look at the reporting pages and let E Pennington  know if you have suggestions!

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
  • Two 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

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.

Want to join Development Team meetings?

Proposal for Tracking New Report Requirements
  • Use GitHub only, no JIRA
  • use Discussion Board on folio-analytics to collect report requirements for new reports institutions are requesting
  • create a JIRA that summarizes the reports we're working on for a particular release, and then we can link that to other feature requests so we can help escalate that work
  • Next steps:
    • continue discussion in Thursday SIG meeting
    • draft new workflow in a wiki page
      • Angela to try to find a small team
    • ask for feedback, first from SIG, then from rest of FOLIO community
  • Discussion
    • We have used JIRA for ranking in the past, though it's not clear if all institutions have always been participating in ranking; we tended to look to see if multiple institutions gave a report a high ranking for the reports that needed to be prioritized; goal is to make sure that a lot of very helpful queries are ready when the institution goes live
    • hopefully the subteams are thinking about prioritization; sometimes you can just listen to the members of the subteams to gauge priority of reports, and institutions can encourage prioritization by having representation on the subteams
      • we have old prioritizations for JIRA issues, should those still be used?
      • how do we prioritize new requests via GitHub?
      • New institutions are kind of on the hot seat for new reports; institutions that are live may already be in maintenance mode and have what they need. New folks coming in may have new/different requests, but sometimes that isn't clear until you really do an in-depth mapping at your own institution (or go live and discover you have gaps)
    • do we want light? integrated? both?
    • JIRA can be pretty overwhelming
    • subteams are trying to work their way through JIRA
Reporting Vision and Strategy work

Reporting SIG Roadmap

If time allows, start drafting roadmap milestones

  • increasing support for LDLite
  • closer involvement in development of LDP app - best practices for using and implementing LDP app
  • more support for ldpmarc
  • automation of testing (local LDP instance, want to have ways of verifying that the data structure is intact)
    • user testing of LDP/Metadb; if you start having errors, some tests you can run
  • training?
    • centralized page on wiki with specific steps to take - videos in order to catch up to be able to actually engage with the SIG
    • gets complicated to contribute if you don't have a local instance
  • demo of how people find LDP app useful, how it is used in the workflow of a real library
  • outreach?
Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & 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 reviewers. Please contact MM reports working group.
  • We have completed pull requests for all but 1 derived table for metadb.

ERM Working Group

  • ERM Prototype and Query Development Status
    • Currently working on fixes that came with the data schema changes
    • We will add comments to the columns in the derived tables with Folio Analytics version 1.5
  • Axel gave a tutorial on how to create agreements, orders and invoices in the UI (recording is available)
  • Topics for the future
    • eUsage
    • Open Access
  • Meetings are bi-weekly on tuesdays 11am ET alternating with RM 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 MeetingsAll
  • 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)