2023-02-02 Reporting SIG Meeting notes









XArthur AguileraUniversity of Colorado, Boulder
Eric LuhrsLehigh University
XSharon BeltaineCornell University
Linda MillerCornell University

Erin BlockUniversity of Colorado, Boulder
Nassib NassarIndex Data

Nancy BolducCornell University
Elena O'MalleyEmerson
XShannon BurkeTexas A&M
Tod OlsonUniversity of Chicago

Suzette CanedaStanford University
Jean PajerekCornell University

Lloyd ChittendenMarmot
Michael PatrickThe University of Alabama

Tim DannayMount Holyoke College
Eric PenningtonTexas A&M

Axel DoerrerUniversity MainzXScott PerryUniversity of Chicago

Shelley DoljackStanford UniversityXNatalya PikulikCornell University

Stefan DombekLeipzig University
Bob ScheierHoly Cross

Jennifer EustisU. Massachusetts Amherst / Five CollegeXVandana ShahCornell University

Lynne ForsWellesley CollegeXLinnea ShiehStanford University

Lisa FurubottenTexas A&M
Clare SpitzerStanford University

Alissa HafeleStanford University
Amelia SuttonU. Massachusetts

Kara HartWellesley College
Simona TabacaruTexas A&M
XCorrie HutchinsonIndex Data

Jamie JesanisWellesley College
Huey-Ning Tan

Stanford University

Jeanette KalchikStanford University
Vitus TangStanford University
XKevin KishimotoStanford UniversityXIrina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama

Joanne LearyCornell UniversityXAngela ZossDuke University

Eliana LimaFenway Library Organization

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /


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 Beltaine or Angela Zoss (Old) if you have questions or would like to volunteer


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

(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 TrainingAngela

Basic GitHub Review Training

    • Angela will provide a training session on the process of reviewing a derived table query that has been submitted to the Folio-Analytics GitHub repository
    • Training will include:
      • Identify a pull request that needs a review
      • Assign yourself to review a pull request
      • Reviewing a pull request using the check list
      • Communicating with a PR submitter
      • Differences between LDP1 and Metadb queries to look out for

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

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

ACQ 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 MeetingsAll
  • 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 

  • A test Action Item (Ingolf)