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2023-04-20 Reporting SIG Meeting notes

2023-04-20 Reporting SIG Meeting notes

Apr 20, 2023

Date

Apr 20, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

 

Arthur Aguilera

University of Colorado, Boulder

 

Eliana Lima

Fenway Library Organization

 

Sharon Beltaine

Cornell University

 

Eric Luhrs

Lehigh University

 

Erin Block

University of Colorado, Boulder

x

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 

 

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago

 

Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

 

Stefan Dombek

Leipzig University

x

Bob Scheier

Holy Cross

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Vandana Shah

Cornell University

 

Lynne Fors

Wellesley College

 

Kimberly Smith

?

 

Lisa Furubotten

Texas A&M

 

Linnea Shieh

Stanford University

 

Alissa Hafele

Stanford University

 

Clare Spitzer

Stanford University

 

Kara Hart

Wellesley College

 

Amelia Sutton

U. Massachusetts

 

Corrie Hutchinson

Index Data

 

Simona Tabacaru

Texas A&M

 

Jamie Jesanis

Wellesley College

 

Huey-Ning Tan

Stanford University

 

Jeanette Kalchik

Stanford University

 

Vitus Tang

Stanford University

x

Kevin Kishimoto

Stanford University

x

Irina Trapido

Stanford University

 

Ingolf Kuss

hbz

 

Catherine Tuohy

Emmanuel College

 

Alexander Lao

Stanford University

 

Kevin Walker

The University of Alabama

 

Joanne Leary

Cornell University

x

Angela Zoss

Duke University

 

 

 

Visitor

Jeremy Nelson

Stanford University

 

 

 

Visitor

Peter Martinez

Cornell University

Discussion Items

Item

Who

Notes

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

HAPPY BIRTHDAY TO SHARON!

 

Upcoming meeting topics

  • April 24: update on derived table documentation project from Stefan; statement on LDP1/Metadb hosting support

  • May 4: Reporting SIG onboarding part 2: onboarding for query development

  • May 8: ACQ-ERM Data Model Training Follow-Up (tentative)

 

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:

 

Also, please update institutional hosting and reporting solution information, preferably by next Friday, April 28.

 

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.

 

Demo of EBSCO's FOLIO Client python tool in Jupyter notebooks

Jeremy Nelson (Stanford)

  • Jeremy works in the Library Systems group at Stanford, is working on migrating from legacy systems to FOLIO. Plan to go live in August.

  • This tool has helped with the migration process

  • https://github.com/jermnelson/folio-notebooks

    • GitHub repository with example Jupyter notebooks, both FOLIO Client and Metadb

  • May have some differences if you're using Windows; the process should work okay for Mac or Linux

  • Can start by cloning the repository to get your own copy of the files

  • You will want to create your own .env file that contains your connection details

  • virtual environment allows you to create a custom environment for this work, doesn't affect your installations elsewhere

  • the project will install JupyterLab so you can run Jupyter notebooks on your machine

 

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

Item

Who

Notes

Item

Who

Notes

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

    • Reporting for FOLIO Apps

      • Open Access

      • eUsage

      • eHoldings

  • Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group

    • Next meeting will be at 25th, Apr

    • 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)

  • Discussion on draft statement: "Hosting and Support"

    • The members of D-Reporting review until Friday the document and provide feedback in the document if necessary 

  • Ongoing topics

    • Onboarding training

    • DBS statistics

      • JIRA-Issues, Rpt-Clusters

      • Gap analysis to statistic codes, user counts etc.

      • Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO

  • Meetings are currently held by appointment

    • Last meeting: 17th, Apr

    • Next meeting will be at 24th, Apr (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: