2023-08-17 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

Nassib NassarIndex Data
XShannon 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 MainzXNatalya PikulikCornell University

Shelley DoljackStanford University
Bob ScheierHoly Cross

Stefan DombekLeipzig University
Vandana ShahCornell University

Jennifer EustisU. Massachusetts Amherst / Five College
Linnea ShiehStanford University

Lynne ForsWellesley College
Susie SkowronekOakland University

Lisa FurubottenTexas A&MXKimberly SmithMiddle Tennessee State University

Alissa HafeleStanford University
Clare SpitzerStanford University

Kara HartWellesley College
Amelia SuttonU. Massachusetts

Corrie HutchinsonIndex Data
Simona TabacaruTexas A&M

Jamie JesanisWellesley College
Huey-Ning Tan

Stanford University

Jeanette KalchikStanford University
Vitus TangStanford University
XKevin KishimotoStanford UniversityXIrina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University

Joanne LearyCornell UniversityXAngela ZossDuke University

Discussion Items




Attendance & NotesAngela

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 18, we will do the switch sometime the following week
  • (If you don't consider yourself a member and don't want to receive meeting invitations, you can remove yourself from the table.)

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?

Upcoming meeting topics (tentative)

  • 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
  • Also, there is a week of the month poll on LDP Slack (#folio-mm-ra-um channel)

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!)

Overview of LDPStefan / Axel
  • D-Reporting is interested in having an overview of the LDP, what are the benefits of the software
  • Have some existing info to build from
  • Timeframe: maybe by end of year or early 2024
  • Would be best that this is somewhat independent from Index Data
  • First step, can just do pros and cons about Metadb
  • 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
Cookbook page for MARC querying with ldpmarcAngela Zoss

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.

MM/RA/UM 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: