2023-07-24 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, Boulder
Eliana LimaFenway Library Organization
XSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, Boulder
Linda MillerCornell University

Nancy BolducCornell University
Nassib NassarIndex Data
XShannon BurkeTexas A&M
Elena O'MalleyEmerson

Suzette CanedaStanford UniversityXTod OlsonUniversity of Chicago
XDung-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 UniversityXBob ScheierHoly Cross
XStefan DombekLeipzig UniversityXVandana ShahCornell University
XJennifer EustisU. Massachusetts Amherst / Five College
Linnea 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

Jeanette KalchikStanford University
Irina TrapidoStanford University

Kevin KishimotoStanford University
Catherine TuohyEmmanuel College

Ingolf Kusshbz
Kevin WalkerThe University of Alabama

Alexander LaoStanford University
Angela ZossDuke University

Joanne LearyCornell University

Discussion Items




Attendance & NotesSharon

Attendance & Notes

Announcements /


WOLFcon 2023 Update

Upcoming meeting topics (tentative)

  • 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 Beltaine 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 MeetingsSharon

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?

-great idea


-let's try it out; if too specific, we can always try another way

Review our 2023 goalsSharon

Goals for 2023

-links between training pages on reporting sig and folio wikis

-add training on moving from LDP to Metadb

-see more notes on related pages

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 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: