2023-02-02 Reporting SIG Meeting notes

Arthur Aguilera

University of Colorado, Boulder

Eric Luhrs

Lehigh University

Sharon Beltaine

Cornell University

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

Scott Perry

University of Chicago

Shelley Doljack

Stanford University

Natalya Pikulik

Cornell University

Stefan Dombek

Leipzig University

Bob Scheier

Holy Cross

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

Corrie Hutchinson

Index Data

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

Ingolf Kuss

hbz

Catherine Tuohy

Emmanuel College

Alexander Lao

Stanford University

Kevin Walker

The University of Alabama

Joanne Leary

Cornell University

Angela Zoss

Duke University

Eliana Lima

Fenway Library Organization

Attendance & Notes

Sharon

Attendance & Notes

• Today's attendance-taker: Linda (or substitute)

• Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Sharon

Reminder: Join our Review Board

• Great way to start learning to run LDP1 and Metadb queries, get comfortable with GitHub

• No experience required! We will offer training.

• We'd like to hear back by February 2.

• Contact @Sharon Markus or @Angela Zoss (Old) if you have questions or would like to volunteer

FOLIO Forum

Forum Title: FOLIO Reporting in Practice

• Time: Wednesday, February 22, 2023 at 11:00am Eastern U.S. time

• To Register: https://openlibraryfoundation.zoom.us/webinar/register/WN_O0-8c003R-eDOyXlQKzvVg

• Description:
  Librarians will discuss real-world applications and experiences of FOLIO Reporting with the open-source LDP software:

  • How LDP1 is used to improve inventory data quality

  • Helping new implementors get up and running with FOLIO Reporting

  • What Cornell did to prepare for implementing LDP1 and reporting support services

  • How Tableau dashboards are being used to provide interactive visualizations of LDP1 data

• Presenters:

  • Jenn Colt, Cornell University

  • Angela Zoss, Duke University

  • Sharon Beltaine, Cornell University

  • Vandana Shah, Cornell University

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.

Basic GitHub Review Training

Angela

Basic GitHub Review Training

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables

• Build Training Program for FOLIO Data Model

• Investigate LDP1 Hosting Support

• Port LDP1 derived tables to Metadb

• Recruit from new institutions not represented

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

• LDP1 release notes

• Metadb release notes (via tags)

• LDLite release notes (via tags)

• ldpmarc release notes

• LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)

• FOLIO Analytics release notes 

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

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 LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

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 working on the MM Data Model for folio. We are using as a template the slides created by the RA/UM group.

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 31th, Jan

  • Contact @Stefan Dombek if you would like to get a calendar invitation

ACQ Working Group

• group is working with ERM group on ACQ-ERM FOLIO Data Model Training 

• group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release 

  • see ACQ Derived Tables to Convert from LDP1 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

• (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

Topics for Future Meetings

All

• Feb 13: review LDP1 Hosting Tips document

• March 2: Getting Primary Entries training (Joanne Leary, Jean Pajerek, and Sharon Beltaine)

• 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

• 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