2023-02-27 Reporting SIG Meeting notes









XArthur AguileraUniversity of Colorado, BoulderXEliana LimaFenway Library Organization
XSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, Boulder
Linda MillerCornell University

Nancy BolducCornell University
Nassib NassarIndex Data
XShannon BurkeTexas A&MXElena O'MalleyEmerson

Suzette CanedaStanford University
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke CollegeXKimberly PamplinTexas A&M University 
XAxel DoerrerUniversity Mainz
Michael PatrickThe University of Alabama

Shelley DoljackStanford University
Eric PenningtonTexas A&M
XStefan DombekLeipzig UniversityXScott PerryUniversity of Chicago
XJennifer EustisU. Massachusetts Amherst / Five CollegeXNatalya PikulikCornell University

Lynne ForsWellesley College
Bob ScheierHoly Cross

Lisa FurubottenTexas A&MXVandana ShahCornell University

Alissa HafeleStanford University
Linnea ShiehStanford University
XKara HartWellesley College
Clare SpitzerStanford University

Corrie HutchinsonIndex DataXAmelia SuttonU. Massachusetts

Jamie JesanisWellesley College
Simona TabacaruTexas A&M

Jeanette KalchikStanford University
Huey-Ning Tan

Stanford University

Kevin KishimotoStanford University
Vitus TangStanford University
XIngolf Kusshbz
Irina TrapidoStanford University

Alexander LaoStanford University
Catherine TuohyEmmanuel College

Joanne LearyCornell University
Kevin WalkerThe University of Alabama

XAngela ZossDuke University

Discussion Items




Attendance & NotesSharon

Attendance & Notes

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

Announcements /


Upcoming meeting topics

  • Mar 2: presentation on how to use primary entries for contributors to filter and aggregate (Joanne Leary, Jean Pajerek, and Sharon Beltaine)

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.

Missing Encumbrances on Finance_Transaction TableStefan

Missing Encumbrances on Finance_Transaction Table

The Orders app does not create the encumbrance in the related transactions until the order is opened.  If an invoice is created for the order and the order is not opened or is only opened later, no entry is made in the associated transaction for the order under the attribute "amountExpended".

-see MODORDERS-654; is targeted to be fixed in Poppy

-this only has an impact when you run rollover and are encumbering based on last year’s expenditures

-When you run FY rollover, expended values not captured in current year

-Stefan has report to find these missing encumbrance transactions (see description)

Derived Table DocumentationStefan, Axel

Update on Project: Build a directory of extracted and derived tables

Recurring Items (Updated weekly, but not always discussed in meeting)

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 have begun working on the MM Data Model for folio. We are using as a these slides for our work.
  • We are looking for a convenor for the group. If interested, contact Jennifer Eustis on LDP/Metadb slack.

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

D-A-CH Working Group (D-Reporting)

  • Since Feb 13, there has been a group for reporting in Germany
  • The onboarding training has just started
  • Meetings are currently held by appointment
    • Next meeting will be at 27th, Feb (1 pm, CET)
    • Contact Stefan Dombek if you would like to get a calendar invitation

Product Council

For all recent work on FOLIO Reporting SQL development: