2022-07-25 Reporting SIG Meeting notes

Date

Jul 25, 2022

Attendees

Present?	Name	Organization	Present?	Name	Organization

Present?	Name	Organization	Present?	Name	Organization
x	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	x	Tod Olson	University of Chicago
	Suzette Caneda	Stanford University	x	Jean Pajerek	Cornell University
	Lloyd Chittenden	Marmot	x	Michael Patrick	The University of Alabama
x	Tim Dannay	Mount Holyoke College		Eric Pennington	Texas A&M
x	Axel Doerrer	University Mainz	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	x	Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University		Vandana Shah	Cornell University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Clare Spitzer	Stanford University
	Jeanette Kalchik	Stanford University	x	Amelia Sutton	U. Massachusetts
	Kevin Kishimoto	Stanford University	x	Simona Tabacaru	Texas A&M
	Ingolf Kuss	hbz		Huey-Ning Tan	Stanford University
	Joanne Leary	Cornell University		Vitus Tang	Stanford University
x	Eliana Lima	Fenway Library Organization		Irina Trapido	Stanford University
	Alexander Lao	Stanford University	x	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: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements / Reminders	Angela	Reporting SIG hiatus: August 1 to 12 All SIG and development meetings are going to be canceled during this period We'll start back up on Wednesday, August 17 (development) and Thursday, August 18 (SIG) FOLIO Analytics 1.4.0 is in pre-release! The FOLIO Analytics release associated with Morning Glory is now in feature freeze/pre-release Thanks so much to Nassib and our query developers and reviewers We have added or changed 51 files since the previous release, including 25! new files in the metadb/derived_tables folder Reporting Documentation Subgroup needs new leader We are bidding a fond farewell to Eric Pennington, who has done a wonderful job on our query development teams as well as our documentation team. Thank you, Eric! The documentation team now needs a new leader. This is generally one meeting a month with the FOLIO-wide Documentation Working Group, plus additional time coordinating with the Reporting SIG subgroup members. (The documentation is at a relatively stable state now, with minor updates needed for each new FOLIO release.) Also subteam meetings every other week. Documentation is written to conform to the Google Developer Style Guide. No need to have extensive experience with the SIG or the FOLIO reporting systems at this time! This is a great way to learn about everything! Please reach out to @Axel Dörrer or @Sharon Markus if you might be interested. Using 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 dedicated LDP Slack space for questions/support Can use this invitation to add yourself Want to join Development Team meetings? These meetings have been happening on Wednesdays, 9am Eastern, every two weeks Last week we filled out a scheduling poll to find a new time that is more convenient for Pacific coast The new time will be: 1st and 3rd Wednesdays at 11am Eastern Let @Angela Zoss (Old) know if you would like to start coming to the meetings @Angela Zoss (Old) will add a wiki page to explain about this group and where to find meeting notes/recordings 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 Could also ask Cornell/Chicago to share some talking points that could be shared in person! 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. (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.
Draft Roadmap Milestones		Reporting SIG Roadmap
FOLIO Data Model Training: RA/UM		Check out slide deck, recording from July 21 Would love to hear feedback What group is next??
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 Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM Status of LDP → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0 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 folio-analytics version 1.5: add comments to columns in all derived tables We will revise the directory structure for report queries within erm on GitHub (metadb) to be consistent with the repository rules. eUsage First overview of what to expect. We'd like to create a derived table. The development requires time and expertise from SME. We're going to take it in phases: Get test data and enter it into our test environment. Analyze data structure. Invite SME and have data explained. Creation of derived tables Topics for the future Open Access Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group Next meeting will be at 16th, Aug Contact @Axel Dörrer or @Stefan Dombek if you would like to get a calendar invitation. RM Working Group group is working on RM-related derived tables for Metadb see RM Derived Tables to Convert from LDP to 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, June 28 11am-noon ET 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: https://github.com/folio-org/folio-analytics/commits/main
Topics for Future Meetings	All	How to deal with External Stats reports? maybe subteam leads check in about that probably wait until after Metadb conversion is more complete ask for presenters: hosting experiences from implementers Annual Reporting Goals (in progress) Support the transition from LDP to Metadb (e.g., update derived table and report queries, update documentation, outreach, new training) (ready to start) Developing training/onboarding for new SIG members/report users (esp. FOLIO-specific data model and transformation stuff) (in progress) 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 Improve communication between SIG and developers of apps so we hear about data model changes in advance continued advocacy on part of the SIG to governance groups (ready to start) Review JIRA issues, clean up, revisit strategy for JIRA July 21: RA/UM data model training Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)