2023-06-01 Reporting SIG Meeting notes

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

Linda Miller

Cornell University

Nancy Bolduc

Cornell University

Nassib Nassar

Index Data

Shannon Burke

Texas A&M

Elena O'Malley

Emerson

Suzette Caneda

Stanford University

Tod Olson

University of Chicago

Dung-Lan Chen

Skidmore College

Jean Pajerek

Cornell University

Lloyd Chittenden

Marmot

Kimberly Pamplin

Texas A&M University 

Tim Dannay

Mount Holyoke College

Scott Perry

University of Chicago

Axel Doerrer

University Mainz

Natalya Pikulik

Cornell University

Shelley Doljack

Stanford University

Bob Scheier

Holy Cross

Stefan Dombek

Leipzig University

Vandana Shah

Cornell University

Jennifer Eustis

U. Massachusetts Amherst / Five College

Linnea Shieh

Stanford University

Lynne Fors

Wellesley College

Kimberly Smith

Middle Tennessee State University

Lisa Furubotten

Texas A&M

Clare Spitzer

Stanford University

Alissa Hafele

Stanford University

Amelia Sutton

U. Massachusetts

Kara Hart

Wellesley College

Simona Tabacaru

Texas A&M

Corrie Hutchinson

Index Data

Huey-Ning Tan

Stanford University

Jamie Jesanis

Wellesley College

Vitus Tang

Stanford University

Jeanette Kalchik

Stanford University

Irina Trapido

Stanford University

Kevin Kishimoto

Stanford University

Catherine Tuohy

Emmanuel College

Ingolf Kuss

hbz

Kevin Walker

The University of Alabama

Alexander Lao

Stanford University

Angela Zoss

Duke University

Joanne Leary

Cornell University

Attendance & Notes

Angela

Attendance & Notes

• Today's attendance-taker: Linda (or substitute)

• Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Sharon

Upcoming meeting topics

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

• Thursday, June 15: TBD

Combining MM and RA/UM subgroups

• Current plan is to meet monthly on 2nd Tuesdays at 1pm Eastern

  • Zoom: https://duke.zoom.us/j/92324148267?pwd=V3lCSGJBSm5mYm4xamVFNFJqOGhzZz09

• Looking for people excited to build new query writing skills; contact @Angela Zoss (Old) for more information

Any new members?

• Welcome/introductions

How to find our latest recordings

• Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page

(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 Review

Sharon

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

• WOLFcon 2023 Reporting SIG Participants

• WOLFcon 2023 Reporting SIG Topic Submissions

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 SIG

Sharon

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.

• FOLIO FORUM 

  • 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

  • using ChatGPT to write SQL, analyze data, etc.

  • https://github.com/dbeaver/dbeaver/wiki/AI-Smart-Assistance#receive-api-key

• 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

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables

• Build Metadb query cookbook-style documentation

  • has been opened and sent to the development teams for planning/prioritization

  • haven't settled on a style exactly, but have some examples

• Build Training Program for FOLIO Data Model

  • ACQ/ERM drafts have been presented and will be updated

• Port LDP1 derived tables to Metadb

  • possibly done??

• Recruit from new institutions not represented

  • recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

• LDP1 release notes

• Metadb release notes (via tags)

• LDLite release notes (via tags)

• ldpmarc release notes

• LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)

• FOLIO Analytics release notes 

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

• Meetings have become more of a lab session, working through specific problems

• Contact Angela if you would like to join these meetings; second Tuesdays at 1pm Eastern

• Context

  • Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit

  • Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM

  • Status of LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

MM Working Group

• We are now holdings joint meetings with RA/UM. Our recurring meeting time has changed to the 2nd Tuesday from 1-2pm ET.
  Zoom URL: https://duke.zoom.us/j/92324148267?pwd=V3lCSGJBSm5mYm4xamVFNFJqOGhzZz09
  Meeting ID: 923 2414 8267
  Passcode: 358968

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

• group is working with ERM group on ACQ-ERM FOLIO Data Model Training 

• group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release 
  
  

  • see ACQ Derived Tables to Convert from LDP1 to Metadb

• for latest query development updates, see RM Prototype and Query Development Status

• Meetings are biweekly on Tuesdays 11am-noon ET; contact @Sharon Markus if you would like a calendar invitation

• Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

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