2022-10-06 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, Boulder
Eric LuhrsLehigh University
xSharon BeltaineCornell UniversityxLinda MillerCornell University

Erin BlockUniversity of Colorado, Boulder
Nassib NassarIndex Data

Nancy BolducCornell UniversityxElena O'MalleyEmerson

Shannon BurkeTexas A&M
Tod OlsonUniversity of Chicago
xSuzette CanedaStanford UniversityxJean PajerekCornell University

Lloyd ChittendenMarmot
Michael PatrickThe University of Alabama

Tim DannayMount Holyoke College
Eric PenningtonTexas A&M

Axel DoerrerUniversity MainzxScott PerryUniversity of Chicago

Shelley DoljackStanford University
Natalya PikulikCornell University

Stefan DombekLeipzig University
Vandana ShahCornell University

Jennifer EustisU. Massachusetts Amherst / Five CollegexLinnea ShiehStanford University
       Lisa FurubottenTexas A&M
Clare SpitzerStanford University
xAlissa HafeleStanford University
Amelia SuttonU. Massachusetts
xJeanette KalchikStanford University
Simona TabacaruTexas A&M
xKevin KishimotoStanford University
Huey-Ning Tan

Stanford University

Ingolf Kusshbz
Vitus TangStanford University

Joanne LearyCornell UniversityxIrina TrapidoStanford University
xEliana LimaFenway Library Organization
Kevin WalkerThe University of Alabama

Alexander LaoStanford UniversityxAngela ZossDuke University

Discussion Items




Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /


Hoping to put together a FOLIO Forum 

  • FOLIO Forums are a great outreach opportunity - a way to share work with a large community and support the 100% open-source LDP project
  • Nassib is interested in putting together a panel for something soon
  • Could be a general reporting topic, or something more specific (e.g., LDLite, using LDP for inventory clean up)
  • Anyone interested? Message Nassib or comment on LDP Slack

Request for review: FOLIO Implementers and their hosting solutions

  • Angela come up with a start of a comprehensive table of FOLIO implementers and their hosting solutions, plans for LDP/Metadb, and representation in the Reporting SIG
  • Please review and propose edits by Monday, October 10

How to find our latest recordings

(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.

Reporting SIG project workAngela
  • There is a new section in our SIG wiki: Reporting SIG Projects
  • Trying to start keeping track of proposals that have come up for projects to be making progress on our FOLIO Reporting Roadmap
  • We will be using the roadmap to help set priorities for projects
  • Can only focus on so many efforts at the same time, so need to be careful about coming up with new ideas and shifting our attention to them right away
  • New project ideas can get listed under planned projects, but won't necessarily try to spin them up right away
Training topic; Using FOLIO APIs (Postman, LDLite)Angela

Quick demonstration of using Postman and LDLite to pull data from FOLIO via APIs, continued


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 and testers for ldpmarc. Please contact MM reports working group.
  • ldpmarc: Cornell noticed an issue with ldpmarc. Nassib is aware of this and coming up with a fix which will be tested.

ERM Working Group

RM Working Group

Reporting SIG Documentation Subgroup

  • Lotus documentation is live on https://docs.folio.org/docs/
  • Morning Glory documentation is complete and submitted
  • Nolana documentation will be in progress soon
  • 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
  • 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)
    • 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
  • Regular review of Milestones
  • Exploring new recruitment/onboarding strategies (e.g., buddy system)
  • Guest presentations: Foliage (Mike Hucka and Laurel Narizny from CalTech)
  • Demo latest version of LDP app, any new features?
  • Training: Using APIs
  • More work on asynchronous collaboration, how to engage in discussions and question answering more broadly
    • consider connecting discuss.folio.org with a Slack channel, to make sure any forum topics get highlighted on Slack as well?

Review and update Topics for Future Reporting SIG Meetings 

  • A test Action Item (Ingolf)