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2023-08-14 Reporting SIG Meeting notes

2023-08-14 Reporting SIG Meeting notes

Aug 14, 2023

Date

Aug 14, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization



Arthur Aguilera

University of Colorado, Boulder

x

Eliana Lima

Fenway Library Organization

x

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

x

Tod Olson

University of Chicago

x

Dung-Lan Chen

Skidmore College

x

Jean Pajerek

Cornell University



Lloyd Chittenden

Marmot

x

Kimberly Pamplin

Texas A&M University 



Tim Dannay

Mount Holyoke College

x

Scott Perry

University of Chicago



Axel Doerrer

University Mainz



Natalya Pikulik

Cornell University



Shelley Doljack

Stanford University

x

Bob Scheier

Holy Cross

x

Stefan Dombek

Leipzig University

x

Vandana Shah

Cornell University



Jennifer Eustis

U. Massachusetts Amherst / Five College



Linnea Shieh

Stanford University



Lynne Fors

Wellesley College

x

Susie Skowronek

Oakland University



Lisa Furubotten

Texas A&M



Kimberly Smith

Middle Tennessee State University



Alissa Hafele

Stanford University



Clare Spitzer

Stanford University



Kara Hart

Wellesley College



Amelia Sutton

U. Massachusetts



Corrie Hutchinson

Index Data



Simona Tabacaru

Texas A&M



Jamie Jesanis

Wellesley College



Huey-Ning Tan

Stanford University



Jeanette Kalchik

Stanford University



Vitus Tang

Stanford University



Kevin Kishimoto

Stanford University



Irina Trapido

Stanford University



Ingolf Kuss

hbz



Catherine Tuohy

Emmanuel College



Alexander Lao

Stanford University



Kevin Walker

The University of Alabama



Joanne Leary

Cornell University

x

Angela Zoss

Duke University

Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes



Announcements /
Reminders

Sharon

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 18, we will do the switch sometime the following week



WOLFcon 2023 Update



Impacts of New Fields and Features

  • Are there any new fields or features we should know about from any of the functional areas that may impact reporting?

    • (Jennifer Eustis) from MM: a new field for item source

      • instance and holdings both have source (MARC or FOLIO); for MARC, there is an underlying MARC srs ecord, but not for FOLIO

      • some libraries have asked for item source; they don't do cataloguing in FOLIO and want to keep track of the source at the item level

      • still in draft, and there is some concern about naming it "source" since it is not connected to SRS, just relating to the record of truth, or maybe provenance

      • German libraries, source can be union catalog or FOLIO

      • proposal: New field in the item record: Source ID - Functional analysis

    • (Stefan Dombek) feature with Orchid: in the module audit, we have logs for orders and order lines and snapshot for create, edit, and delete records (unfortunately not for fiscal year rollover, just create/edit/delete; need to know the date of your FYO and then report based on that)

    • (Jennifer Eustis) in the past we've talked about duplicate UUIDs, which causes problems with data import and export; at 5C, we'd love to see a log for when this is an issue

      • with import, the exit status is negative if there is a duplicate

      • development team was aware of this, but now we have a JIRA ticket to ask for the actual UUIDs that are duplicated and allow people to address the issue

      • https://folio-org.atlassian.net/browse/MDEXP-625



Upcoming meeting topics (tentative)

  • August 17 (Th): Angela on new cookbook page for MARC querying with ldpmarc

  • August 28 (M): Cancelled

  • September 7 (Th): Troubleshooting SQL

  • September 11 (M): report from WOLFcon



Sign up for the MM/RA/UM query development subgroup

  • Starting in September, Christie Thomas (UChicago) will be leading the MM/RA/UM subgroup! Thanks, Christie!

  • The group will continue to meet once a month

  • Fill out the scheduling poll by Friday, August 18 if you would like to attend



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!)



Overview of LDP

Stefan / Axel

  • D-Reporting is interested in having an overview of the LDP, what are the benefits of the software

  • SIG is the appropriate group to be working on that

  • Should this be a wiki page? An analysis of different solutions?

    • maybe a table of different solutions, and how they each stack up against different desired features (e.g., "open source solution", "near-real time data", "separate database from operational database")

  • Most libraries are interested in Metadb, but they need an official document outlining what the features (could be useful for justifying the cost of support contracts)

  • Timeframe: maybe by end of year or early 2024

  • Would be best that this is somewhat independent from Index Data

  • FOLIO docs (https://docs.folio.org/docs/reporting/) has a list of features

  • Could also build off FOLIO Reporting Options to get a list of alternatives

  • Additional request for a table that has checks for different features

  • Can limit to just Metadb, need live data

  • First step, yes, can just do pros and cons about Metadb

  • Maybe pull together that basic list in the next couple of months, share draft with D-Reporting, see if that list is enough

  • LDP project is an OLF project, but still in incubator status

  • TBD: who is going to draft the first version of the list (check with Tod after WOLFcon)

  • Sharon and Scott will keep an eye on this as well

Behind the scenes of the FOLIO Schema parser

Angela Zoss



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 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