2023-08-03 Reporting SIG Meeting notes









XArthur AguileraUniversity of Colorado, BoulderXEliana LimaFenway Library Organization
XSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, Boulder
Linda MillerCornell University

Nancy BolducCornell UniversityXNassib NassarIndex Data

Shannon BurkeTexas A&MXElena O'MalleyEmerson

Suzette CanedaStanford University
Tod OlsonUniversity of Chicago
XDung-Lan ChenSkidmore CollegeXJean PajerekCornell University

Lloyd ChittendenMarmot
Kimberly PamplinTexas A&M University 

Tim DannayMount Holyoke CollegeXScott PerryUniversity of Chicago

Axel DoerrerUniversity Mainz
Natalya PikulikCornell University

Shelley DoljackStanford UniversityXBob ScheierHoly Cross

Stefan DombekLeipzig University
Vandana ShahCornell University

Jennifer EustisU. Massachusetts Amherst / Five College
Linnea ShiehStanford University

Lynne ForsWellesley CollegeXKimberly 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 & NotesSharon

Attendance & Notes

Announcements /


Be on the lookout for a new Outlook calendar invitation

  • Angela will have to end the previous series
  • Will send invitations for the new series to people listed on our Reporting SIG Home page
  • Please add your name by August 11, we will do the switch sometime the following week

WOLFcon 2023 Update

Upcoming meeting topics (tentative)

  • August 14 (M): Behind the scenes of the FOLIO Schema parser
  • August 17 (Th): Angela with OpenRefine (calling Snapshot API)
  • 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

Recommendations for creating SQL-based reports in Metadb (Nassib)Nassib Nassar

(From Nassib)

A note for FOLIO users: I am sharing new recommendations for creating SQL-based reports in Metadb.  The method is documented at https://metadb.dev/doc/#_creating_reports and there is now a sample report at https://github.com/folio-org/folio-analytics/blob/main/reports/count_loans_and_renewals/count_loans_and_renewals.sql which is adapted from the loans_and_renewals_counts LDP report. Other methods of creating reports also can be used, but Metadb is planned to support this particular form, for instance to automate making reports available to users.I hope this will be useful for the community.  Feel free to let me know if you have questions.

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 topic
    • Reporting for the FOLIO App Open Access
  • Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
    • Next meeting will be at 15th, 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 14th, Aug (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: