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2022-11-14 Reporting SIG Meeting notes

2022-11-14 Reporting SIG Meeting notes

Nov 14, 2022

Date

Nov 14, 2022

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 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

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

 

(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

 

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. 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

 

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:

 

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)