2022-11-14 Reporting SIG Meeting notes

Date

14 Nov 2022

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder		Alexander Lao	Stanford University
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	x	Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
x	Shannon Burke	Texas A&M		Elena O'Malley	Emerson
	Suzette Caneda	Stanford University	x	Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	x	Jean Pajerek	Cornell University
x	Tim Dannay	Mount Holyoke College	x	Michael Patrick	The University of Alabama
regrets	Axel Doerrer	University Mainz		Eric Pennington	Texas A&M
	Shelley Doljack	Stanford University	x	Scott Perry	University of Chicago
x	Stefan Dombek	Leipzig University	x	Natalya Pikulik	Cornell University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College		Vandana Shah	Cornell University
	Lynne Fors	Wellesley College		Linnea Shieh	Stanford University
	Lisa Furubotten	Texas A&M		Clare Spitzer	Stanford University
	Alissa Hafele	Stanford University		Amelia Sutton	U. Massachusetts
	Kara Hart	Wellesley College		Simona Tabacaru	Texas A&M
x	Jamie Jesanis	Wellesley College		Huey-Ning Tan	Stanford University
	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
x	Ingolf Kuss	hbz		Kevin Walker	The University of Alabama
	Joanne Leary	Cornell University	x	Angela Zoss	Duke University
x	Eliana Lima	Fenway Library Organization

Discussion Items

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	Release 1.5 of FOLIO Analytics (Nolana) is in feature freeze Our CHANGES.md file shows the various updates for this release Since the 1.4 release (June), we've had 145 commits changing 55 different files Thanks so much to: SIG members contributing to development and review efforts, the leaders of the development subteams who have kept the work moving forward, Nassib for guiding these efforts and maintaining the repository (and for all of the extensive work on the software we depend on) Planned release date: December 12 New members Welcome/introductions Would anyone like a buddy? Like to be a buddy? How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Query Development Meetings page Recent recordings of interest: Thursday, October 20: SIG meeting includes both Foliage demo from Mike Hucka and LDLite demo from Angela (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.
New model for query reviews: review board		Time limited: sign up for one release (e.g., just release 1.6 - Orchid) Onboarding will include training Responsibility will be to contribute to pull request reviews throughout the release period More details coming soon Discussion could we still submit reviews if we're not on the board? seems like that might be fine what if there isn't someone on the board that has the content expertise? sometimes there is a query that is complicated and it might be helpful to have some prior expertise in that part of the data model but other times it's nice to have an outside perspective on the query - they can ask questions about how the query works, and that can improve the documentation of the query also, if they need to, a reviewer can reach out to someone with more subject matter expertise to understand the data model better I think an outside perspective is especially helpful for comments because comments are for people to learn what a column is
Review of In-Progress Projects		Build a directory of extracted and derived tables TBD Build Training Program for FOLIO Data Model Subteams making progress Investigate LDP Hosting Support Need to compile information from meeting into a summary page (e.g., Tips and Tricks for Hosting LDP1) Ingolf is willing to participate in this task Port LDP derived tables to Metadb Subteams making progress, but we are behind on reviews Recruit from new institutions not represented Have been reviewing the list of implementers; next step will be to identify contacts and reach out
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 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 Recording of porting a table from LDP to Metadb: https://drive.google.com/drive/u/0/folders/1FrhrIM8-MeF0BPbI3kuD5ofoAqwGu1P1 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. MM notes We reviewed the consistency of our LDP and metaDB derived tables which is looking good. ERM Working Group FOLIO Data Model Training (in progress) ERM Query Development Status Coming soon: Open Access Report requests are being collected in the OA SIG Link The test environment from the SIG Reporting will get the app OA Test data will imported Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group Next meeting will be at 22th, Nov Contact Stefan Dombek if you would like to get a calendar invitation RM Working Group group is working with ERM group on RM-ERM FOLIO Data Model Training group worked on RM-related derived tables for Metadb and adding comments to columns for folio-analytics Nolana 1.5 release group will start working on RM-related derived tables for Orchid 1.6 release 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 Beltaine if you would like a calendar invitation Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams Reporting SIG Documentation Subgroup Morning Glory documentation is live on https://docs.folio.org/docs/ Nolana documentation is in review Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb 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 Exploring new recruitment/onboarding strategies (e.g., buddy system) 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? Open question: should we update FOLIO LDP1-based Reporting First Implementers Grid Cleaning up our wiki pages Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)