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2023-07-20 Reporting SIG Meeting notes

2023-07-20 Reporting SIG Meeting notes

Jul 20, 2023

Date

Jul 20, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

x

Arthur Aguilera

University of Colorado, Boulder

x

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

 

Shannon Burke

Texas A&M

x

Elena O'Malley

Emerson

 

Suzette Caneda

Stanford University

 

Tod Olson

University of Chicago

x

Dung-Lan Chen

Skidmore College

x

Jean Pajerek

Cornell University

 

Lloyd Chittenden

Marmot

 

Kimberly Pamplin

Texas A&M University 

 

Tim Dannay

Mount Holyoke College

x

Scott Perry

University of Chicago

 

Axel Doerrer

University Mainz

x

Natalya Pikulik

Cornell University

 

Shelley Doljack

Stanford University

x

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

x

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

x

Angela Zoss

Duke University

 

Joanne Leary

Cornell University

 

 

 

Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

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

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

Announcements /
Reminders

Angela

WOLFcon 2023 Update

 

Upcoming meeting topics (tentative)

  • July 24 (M): Review our 2023 goals

  • August 3 (Th): Troubleshooting SQL

  • August 14 (M): Behind the scenes of the FOLIO Schema parser

  • August 17 (Th): TBD

  • August 28 (M): Report from WOLFcon

 

Any new members?

  • Welcome/introductions

 

How to find our latest recordings

 

SIG Recruitment

We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Reach out to @Angela Zoss (Old) or @Sharon Markus with any questions.

  • Representative for the Documentation Working Group

  • Query developers

  • Members of the FOLIO Analytics Review Board (immediate need!)

  • Members and possibly a leader for monthly MM/RA/UM development subteam

  • Co-convener

 

Proposal: Cancelling Bi-monthly Development Meetings

Angela

For discussion:

  • Right now, we have a cross-functional area Development Meeting twice a month. These give us opportunities to do some planning outside of our development subteams and also share tips and tricks.

  • With Angela leaving, we don't really have anyone to run the dev meetings.

  • Separately, we often find that it's difficult to come up with topics for our main SIG meetings.

  • Proposal: shut down the development meeting series and move development discussions to SIG meetings

  • We have already been treating Thursdays as more of a "training" meeting and Mondays as covering some of our more advanced topics, so this would probably mean we go into even more development details on Mondays

  • Thoughts? Concerns?

Overview of Documentation Working Group

Eliana Lima

  • https://docs.folio.org/docs

  • this is basically a manual created by the FOLIO community

  • Reporting has its own section: Reporting with LDP1/Metadb

  • This site updates with every flower release of FOLIO, so the Releases tab at the top allows you to switch between FOLIO versions

  • Reporting documentation is a bit different, since there isn't a direct link between our work and the FOLIO flower releases. The group comes up with an approximation of what is true for reporting at the time when a flower release is made

  • Reporting is also documenting something that isn't specific to FOLIO; LDP is also used by ReShare. There is external documentation for that project, so there is a lot of linking out. Team can't really duplicate existing documentation, so just has to document what isn't documented elsewhere.

  • Naming conventions are hard. LDP is the project, software is now called LDP1 (as of Orchid). Metadb has also been added.

  • Notes for the Reporting Documentation subgroup 

 

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 01th, Aug

    • 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

    • Next meeting will be at 31th, July (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: