2022-12-01 Reporting SIG Meeting notes

Date

01 Dec 2022

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder	x	Eliana Lima	Fenway Library Organization
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
	Shannon Burke	Texas A&M		Elena O'Malley	Emerson
x	Suzette Caneda	Stanford University		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	x	Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College		Michael Patrick	The University of Alabama
	Axel Doerrer	University Mainz		Eric Pennington	Texas A&M
	Shelley Doljack	Stanford University	x	Scott Perry	University of Chicago
	Stefan Dombek	Leipzig University		Natalya Pikulik	Cornell University
	Jennifer Eustis	U. Massachusetts Amherst / Five College		Vandana Shah	Cornell University
	Lynne Fors	Wellesley College	x	Linnea Shieh	Stanford University
			x	Bob Scheier	Holy Cross
	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
x	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
	Ingolf Kuss	hbz		Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Kevin Walker	The University of Alabama
	Joanne Leary	Cornell University	x	Angela Zoss	Duke University

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	Schedule for December cancelled December 26 SIG meeting, maybe December 21 development team meeting Any 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 Reporting SIG Subteam Meetings page (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.
Review of In-Progress Projects		Build a directory of extracted and derived tables First meeting at 29th Nov. (Axel, Stefan): We will discuss the approach and check how much work we have to do and how many helpers we need. We will show the result at the SIG Reporting meeting. Build Training Program for FOLIO Data Model RM/ERM: In progress. Next meeting at 30th Nov. Link Investigate LDP Hosting Support Ingolf and Angela hoping to make progress this week Port LDP derived tables to Metadb Hoping to finish for the Orchid release Recruit from new institutions not represented Have some possibly contacts to follow up on Angela thinking about reaching out to community council to talk about recruitment
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 Open Access Report requests are being collected in the OA SIG Link (in progress) The test environment from the SIG Reporting will get the app OA (in progress) Test data will imported Recent FOLIO Forum on Open Access App Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group Next meeting will be at 6th, Dec 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 Markus 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
Discussion time		How to get FOLIO data without an LDP If you're okay using APIs might want to try LDLite Why don't all institutions get LDP? EBSCO has internal analytics platform called Panorama, but it's not quite everything people need Cornell has been through a learning curve with EBSCO on LDP, and things are getting better (more frequent updates, better performance) have to negotiate it with them, but if they are willing to host, they should be able to now it's really important that they stay on the recommended platform when they implement (LDP1 → AWS/Postgres) Index Data develops the software and has offered support for other hosting providers, but that's easier if it's being hosted on the recommended platforms Upcoming training Cornell going to share some of their local training Duke may be able to share some local recordings as well Tableau dashboards at Cornell (built on LDP) are going over really well they also run queries on a schedule, output Excel files, save to Box, restrict access using Box permissions DBeaver vs. PGAdmin Enterprise edition has some extra features like visual query builder and scheduler
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 Monday, Dec 12: update on documentation of derived tables Thursday, Dec 15: tips on querying date fields from Sharon and Joanne Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)