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2023-04-24 Reporting SIG Meeting notes

2023-04-24 Reporting SIG Meeting notes

Apr 24, 2023

Date

Apr 24, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

x

Arthur Aguilera

University of Colorado, Boulder



Eliana Lima

Fenway Library Organization

x

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



Shannon Burke

Texas A&M

x

Elena O'Malley

Emerson



Suzette Caneda

Stanford University

x

Tod Olson

University of Chicago



Lloyd Chittenden

Marmot

x

Jean Pajerek

Cornell University



Tim Dannay

Mount Holyoke College

x

Kimberly Pamplin

Texas A&M University 

x

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago



Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

x

Bob Scheier

Holy Cross



Jennifer Eustis

U. Massachusetts Amherst / Five College

x

Vandana Shah

Cornell University



Lynne Fors

Wellesley College

x

Kimberly Smith

Middle Tennessee State University



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



Kevin Kishimoto

Stanford University



Irina Trapido

Stanford University

x

Ingolf Kuss

hbz

x

Catherine Tuohy

Emmanuel College



Alexander Lao

Stanford University



Kevin Walker

The University of Alabama



Joanne Leary

Cornell University

x

Angela Zoss

Duke University









Visitor - Dung-Lan Chen

Skidmore College

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 ANGELA! 



Upcoming meeting topics

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

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



Updating Listing of Reporting Implementations by Institution

  • The Reporting SIG is completing an inventory of hosting plans (vendor-hosted/self-hosted) for reporting by institution. Please take a moment to update this table with your institution’s information (if known) by Friday April 28:



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:



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.



Update on Derived Tables Documentation Project

Stefan

Stefan will provide another update on the Derived Tables Documentation project. 



Notes

  • suggest using PIP to help manage dependencies



Statement on LDP1/Metadb Hosting Support

Angela, Sharon

We would like to hear your feedback on a statement about LDP1/Metadb Hosting support that a small group has been preparing for presentation to Product Council. 

  • The members of D-Reporting working group need more time to review the document and provide feedback (Very many libraries, more than 200 in the union "GBV" alone. In addition, other unions with their libraries and institutions. Most are self-hosted and hosting for other institutions.)

Notes:

  • more time for review of the document will be provided to ensure the D-Reporting working group has the additional time needed

  • document should be more clear about what is needed when hosting FOLIO versus hosting LDP, etc.

  • problem with opening up pipeline for Kafka-based data flow versus LDP1; might not work to ship that much data across cloud instances

  • important to offer institutions a choice over how to host

  • Does FOLIO have a reporting solution or is the reporting solution outside of FOLIO?

  • Some institutions joined FOLIO project with the understanding it included a reporting solution





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



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 need more time to review the document and provide feedback

  • 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: 24th, Apr

    • Next meeting will be at 8th, May (1 pm, CEST)

    • Contact @Stefan Dombek if you would like to get a calendar invitation



Product Council



For all recent work on FOLIO Reporting SQL development: