2023-02-27 Reporting SIG Meeting notes

Date

27 Feb 2023

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	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		Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
X	Shannon Burke	Texas A&M	X	Elena O'Malley	Emerson
	Suzette Caneda	Stanford University		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot		Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College	X	Kimberly Pamplin	Texas A&M University
X	Axel Doerrer	University Mainz		Michael Patrick	The University of Alabama
	Shelley Doljack	Stanford University		Eric Pennington	Texas A&M
X	Stefan Dombek	Leipzig University	X	Scott Perry	University of Chicago
X	Jennifer Eustis	U. Massachusetts Amherst / Five College	X	Natalya Pikulik	Cornell University
	Lynne Fors	Wellesley College		Bob Scheier	Holy Cross
	Lisa Furubotten	Texas A&M	X	Vandana Shah	Cornell University
	Alissa Hafele	Stanford University		Linnea Shieh	Stanford University
X	Kara Hart	Wellesley College		Clare Spitzer	Stanford University
	Corrie Hutchinson	Index Data	X	Amelia Sutton	U. Massachusetts
	Jamie Jesanis	Wellesley College		Simona Tabacaru	Texas A&M
	Jeanette Kalchik	Stanford University		Huey-Ning Tan	Stanford University
	Kevin Kishimoto	Stanford University		Vitus Tang	Stanford University
X	Ingolf Kuss	hbz		Irina Trapido	Stanford University
	Alexander Lao	Stanford University		Catherine Tuohy	Emmanuel College
	Joanne Leary	Cornell University		Kevin Walker	The University of Alabama
			X	Angela Zoss	Duke University

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements / Reminders	Sharon	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 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.
Missing Encumbrances on Finance_Transaction Table	Stefan	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 Documentation	Stefan, Axel	Update on Project: Build a directory of extracted and derived tables Wiki page Status report Repository

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

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
- update coming (Feb 27)
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- expecting ACQ/ERM presentation in March
Port LDP1 derived tables to Metadb
- expecting to finish for Orchid release
Recruit from new institutions not represented
- waiting to see about FOLIO-wide onboarding efforts
- recommend that the development teams reach out to SIGs for an update, invite new members

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 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

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 28th, Feb
- 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 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

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

(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