2023-03-16 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, BoulderxEliana LimaFenway Library Organization
xSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLinda MillerCornell University

Nancy BolducCornell University
Nassib NassarIndex Data
xShannon BurkeTexas A&M
Elena O'MalleyEmerson

Suzette CanedaStanford University
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke College
Kimberly PamplinTexas A&M University 
xAxel DoerrerUniversity MainzxScott PerryUniversity of Chicago

Shelley DoljackStanford UniversityxNatalya PikulikCornell University

Stefan DombekLeipzig University
Bob ScheierHoly Cross

Jennifer EustisU. Massachusetts Amherst / Five College
Vandana ShahCornell University

Lynne ForsWellesley College
Kimberly Smith?

Lisa FurubottenTexas A&M
Linnea ShiehStanford University

Alissa HafeleStanford University
Clare SpitzerStanford University

Kara HartWellesley College
Amelia SuttonU. Massachusetts

Corrie HutchinsonIndex Data
Simona TabacaruTexas A&M
xJamie JesanisWellesley College
Huey-Ning Tan

Stanford University

xJeanette KalchikStanford University
Vitus TangStanford University
xKevin KishimotoStanford University
Irina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama
xJoanne LearyCornell University
Angela 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

  • March 27: ACQ-ERM Data Model Training Part 2 (focus on ERM and areas that overlap between ACQ and ERM)
  • April 6 and 10: Onboarding/re-onboarding meetings

Updating Directory of Reporting SIG Members 

Our directory of Reporting SIG members is out of date.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

BugFest Testers for LDP reporting app needed

  • BugFest is open until March 17

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.

ACQ-ERM Data Model Training Part 1 (focus on ACQ)Scott Perry

A subgroup of the Reporting SIG will offer Part 1 of their "ACQ-ERM Data Model Training" presentation. ACQ (Acquisitions) and ERM (Electronic Resource Management) are combined for the data model training because these functional areas of FOLIO overlap. For Part 1, Scott will walk us through the data model for Acquisitions. 

For Part 2, Axel and Stefan will cover ERM and Arthur will cover the overlaps between ERM and ACQ. (Part 2 will be offered at the March 27 Reporting SIG meeting.) The subgroup would appreciate feedback on the presentation from Reporting SIG members so it can be incorporated into the materials for future presentations.

The ACQ-ERM Data Model Training subgroup members are Axel Dorrer, Stefan Dombek, Eliana Lima, Scott Perry, Alexander Chen Lao, Arthur Aguilera, and Sharon Beltaine.

Feedback on this presentation: 

  • Will there be text accompanying the slides? (Answer: we can clean up the speaker's notes to provide more text about each slide)
  • What data points have a one-to-one relationship and what do not?
    • for example, if you have a PO you don’t necessarily have an invoice
  • What is the hierarchy? 
    • From what tables do you start your first joins for various datasets?
  • The "How are the data / apps connected?" slide is great, but also complicated
    • Are there ways to break down the information presented in this slide?
    • Would it help to use animation?
  • Would be useful to see the steps for finding particular datasets (particularly for beginners)
  • Would be helpful to include a guide to creating your first acquisitions report
  • Need more real world examples

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

  • Current topics
  • Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
    • Next meeting will be at 28th, March
    • Contact Stefan Dombek if you would like to get a calendar invitation

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)

  • Group for reporting in Germany
  • Current topics
    • The onboarding training has just started
    • DBS statistics
      • formulate a goal / visions / milestones
      • Overview of work already done (Issues etc.)
  • Meetings are currently held by appointment
    • Next meeting will be at 27th, March (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: