2022-12-15 Reporting SIG Meeting notes

Date

15 Dec 2022

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder		Eric Luhrs	Lehigh University
x	Sharon Beltaine	Cornell University	x	Linda Miller	Cornell University
	Erin Block	University of Colorado, Boulder		Nassib Nassar	Index Data
	Nancy Bolduc	Cornell University		Elena O'Malley	Emerson
	Shannon Burke	Texas A&M		Tod Olson	University of Chicago
	Suzette Caneda	Stanford University		Jean Pajerek	Cornell University
	Lloyd Chittenden	Marmot		Michael Patrick	The University of Alabama
	Tim Dannay	Mount Holyoke College		Eric Pennington	Texas A&M
	Axel Doerrer	University Mainz	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University		Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University		Vandana Shah	Cornell University
	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Linnea Shieh	Stanford University
	Lynne Fors	Wellesley College	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
	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
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	Schedule for December cancelling December 21 development team meeting and December 26 SIG meeting One convener is great, but two is better! Happy to announce that Sharon Beltaine will begin serving as co-convener (again!) in January. Thanks so much, Sharon! 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 Query Development 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.
Update on documentation of derived tables	Stefan, Axel	Axel and Stefan have met to talk about automating documentation of derived tables Stefan created a script to extract comments and tables from the derived table scripts Would like to automate diagrams for these tables, but it could be tricky. Have to parse the SQL to extract the tables and the joining fields. In Monday SIG, we decided diagrams would really be helpful if possible Discussion today in RM/ERM, there were some questions about how we designed the derived tables, why are some separate maybe this documentation will help us think more systematically about the derived tables across all areas diagrams are hard to automate, but if it was something we had to do manually, that would be pretty tricky
Review of In-Progress Projects		Build a directory of extracted and derived tables (see previous discussion) Build Training Program for FOLIO Data Model RA/UM: willing to try to build out some more diagrams for how Inventory tables connect, especially Instance/Holdings/Items (have actually already covered materials hierarchy and locations). Didn't really start this work yet, though. Question: where will this live? Reporting SIG wiki FOLIO tips & tricks - probably good to at least link to our work from here docs.folio.org CrossApp group? GitHub Investigate LDP Hosting Support Port LDP derived tables to Metadb Recruit from new institutions not represented Included this request in our recent update to PC, and MM Convener actually made an announcement for us. Expect to do a series of visits to SIG in the new year to try to make a stronger case. Also did get some confirmation that reaching out to Community Council would be a good idea; they are talking about FOLIO-wide onboarding, and we might be able to suggest that reporting be added as a good place to have a representative
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 Tuesdays 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 will be fixing the LDP derived table instance_ext.sql which has a duplicate field (record_source and instance_source). The column record_source will be removed and comments will be added to the derived table. If you are able to test ldpmarc 1.6 new release, please do so. 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 17th, Jan 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 (December 8 meeting) PC shared a report of the SIG check-ins would love for PC to check-in yearly For all recent work on FOLIO Reporting SQL development: https://github.com/folio-org/folio-analytics/commits/main
Bound-withs		MM meeting from Dec 15 included a demo from Charlotte, looked really cool
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 January: tips on querying date fields from Sharon and Joanne talk about preparation for Metadb: do institutions have questions? is there anything we should be working on to try to support them? Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)