2023-06-01 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
xShannon BurkeTexas A&MxElena O'MalleyEmerson

Suzette CanedaStanford University
Tod OlsonUniversity of Chicago

Dung-Lan ChenSkidmore CollegexJean PajerekCornell University

Lloyd ChittendenMarmotxKimberly PamplinTexas A&M University 

Tim DannayMount Holyoke College
Scott PerryUniversity of Chicago

Axel DoerrerUniversity MainzxNatalya PikulikCornell University

Shelley DoljackStanford University
Bob ScheierHoly Cross

Stefan DombekLeipzig University
Vandana ShahCornell University

Jennifer EustisU. Massachusetts Amherst / Five CollegexLinnea ShiehStanford University

Lynne ForsWellesley College
Kimberly SmithMiddle Tennessee State University

Lisa FurubottenTexas A&M
Clare SpitzerStanford University

Alissa HafeleStanford University
Amelia SuttonU. Massachusetts

Kara HartWellesley College
Simona TabacaruTexas A&M

Corrie HutchinsonIndex Data
Huey-Ning Tan

Stanford University

Jamie JesanisWellesley College
Vitus TangStanford University
xJeanette KalchikStanford University
Irina TrapidoStanford University
xKevin KishimotoStanford University
Catherine TuohyEmmanuel College

Ingolf Kusshbz
Kevin WalkerThe University of Alabama

Alexander LaoStanford UniversityxAngela ZossDuke University

Joanne LearyCornell University

Discussion Items




Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /


Upcoming meeting topics

  • Monday, June 12: Onboarding, Part 2 (tentative)
  • Thursday, June 15: TBD

Combining MM and RA/UM subgroups

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.

WOLFcon 2023 Submission ReviewSharon

See draft of plans at topics at Reporting SIG at WOLFcon 2023

If you plan to attend either virtually or in person, please click the link below to add your name to the WOLFcon 2023 Reporting SIG Participants list, let us know what topics you would like offered, and let us know if you would like to offer any topics yourself (either alone or with a group/panel). This year's conference topics must be submitted by June 5, so please complete your entry by Thursday, June 1st

Here are our current planning documents for review

Other Notes

  • If you can't attend in person, you can attend virtually for free!
  • any additional topics you'd like to see regarding Reporting at this year's WOLFcon?
  • any questions about WOLFcon?

Brainstorm Outreach Activities for Reporting SIGSharon

Brainstorm outreach activities for the SIG, set up quarterly schedule

  • How frequently should a development team reach out to a SIG?
    • each time there is a FOLIO release?
    • what happens to LDP/Metadb if institutions skip releases, etc.
    • Frequency - target once a quarter? twice a year? fall/spring/summer/year in review/WolfCon
    • Transitioning from LDP to Metadb
    • Data Dashboards - Fall 2023?
  • Dev Groups present to their SIGs 
    • ACQ report develop group will target a session with ACQ SIG to correspond with next FOLIO release (Poppy?)
  • Experienced Reporting SIG Participant presents to institutions new to FOLIO Reporting
  • Use of FOLIO APIs as a reporting tool - when, why, and how
    • reach out to API group?
    • Use cases?
    • choosing API versus data warehouse for reports
  • Other activities
  • Using ChatGPT with DBeaver
  • Customizing LDP/Metadb for your Institution's needs
  • Automation
    • TAMU and Workflows
    • Automation using Prefect with LDP/Metadb
    • Automation using GitLab/GitHub Actions
  • New Features/Functionality with Metadb

See Goals for 2023

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

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 6th, June
    • 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)

  • 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: 15th, May
    • Next meeting will be at 5th, June (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: