2023-03-02 Reporting SIG Meeting notes









xArthur AguileraUniversity of Colorado, Boulder
Eliana LimaFenway Library Organization
xSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLinda MillerCornell University

Nancy BolducCornell University
Nassib NassarIndex Data

Shannon BurkeTexas A&M
Elena O'MalleyEmerson

Suzette CanedaStanford University
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke CollegexKimberly PamplinTexas A&M University 

Axel DoerrerUniversity Mainz

Shelley DoljackStanford University

Stefan DombekLeipzig University
Scott PerryUniversity of Chicago

Jennifer EustisU. Massachusetts Amherst / Five CollegexNatalya PikulikCornell University

Lynne ForsWellesley College
Bob ScheierHoly Cross

Lisa FurubottenTexas A&M
Vandana ShahCornell University

Alissa HafeleStanford UniversityxLinnea ShiehStanford University
xKara HartWellesley College
Clare SpitzerStanford University

Corrie HutchinsonIndex Data
Amelia SuttonU. Massachusetts

Jamie JesanisWellesley College
Simona TabacaruTexas A&M
xJeanette KalchikStanford University
Huey-Ning Tan

Stanford University

Kevin KishimotoStanford University
Vitus TangStanford University

Ingolf Kusshbz
Irina TrapidoStanford University

Alexander LaoStanford University
Catherine TuohyEmmanuel College
xJoanne 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 13: Texas A&M's FOLIO Reporting Environment Demonstration/Presentation

Any new members?

  • Welcome/introductions

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.

Updating Directory of Reporting SIG Members Sharon

Our directory of Reporting SIG members is out of date. Please take a moment to update/add/fix entries:

Getting Primary Entries Joanne Leary, Sharon Beltaine

Getting Primary Entries in SQL using LDP1 Reporting Databases

Many bibliographic records for library materials include more than one entry to describe something about an item. For example, describing who contributed to a book might include authors, co-authors, editors, and even sponsoring corporate bodies. "Primary" contributors are captured in the system, but how do we show them? In "Getting Primary Entries," we demonstrate how to get primary contributors and display them in your query results. This example can be applied to similar topics, such as getting subjects and languages.

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: