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2023-04-20 Reporting SIG Meeting notes

2023-04-20 Reporting SIG Meeting notes

Date

Attendees

 Present?

Name

Organization

Present?

Name

Organization


Arthur AguileraUniversity of Colorado, Boulder
Eliana LimaFenway Library Organization

Sharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLinda 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 

Axel DoerrerUniversity MainzxScott PerryUniversity of Chicago


Shelley DoljackStanford UniversityxNatalya PikulikCornell University

Stefan DombekLeipzig UniversityxBob 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

Jamie JesanisWellesley College
Huey-Ning Tan

Stanford University


Jeanette KalchikStanford University
Vitus TangStanford University
xKevin KishimotoStanford UniversityxIrina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama

Joanne LearyCornell UniversityxAngela ZossDuke University



VisitorJeremy NelsonStanford University



VisitorPeter MartinezCornell University

Discussion Items

Item

Who

Notes

Attendance & NotesSharon

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Our directory of Reporting SIG members is out of date.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 notebooksJeremy 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)

ItemWhoNotes
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

  • group is working with ERM group on ACQ-ERM