2023-08-17 Reporting SIG Meeting notes

Arthur Aguilera

University of Colorado, Boulder

Eliana Lima

Fenway Library Organization

Sharon Beltaine

Cornell University

Eric Luhrs

Lehigh University

Erin Block

University of Colorado, Boulder

Linda Miller

Cornell University

Nassib Nassar

Index Data

Shannon Burke

Texas A&M

Elena O'Malley

Emerson

Suzette Caneda

Stanford University

Tod Olson

University of Chicago

Dung-Lan Chen

Skidmore College

Jean Pajerek

Cornell University

Lloyd Chittenden

Marmot

Kimberly Pamplin

Texas A&M University 

Tim Dannay

Mount Holyoke College

Scott Perry

University of Chicago

Axel Doerrer

University Mainz

Natalya Pikulik

Cornell University

Shelley Doljack

Stanford University

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

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

Joanne Leary

Cornell University

Angela Zoss

Duke University

Attendance & Notes

Angela

Attendance & Notes

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

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

• New Product Council Liaison: Jennifer Eustis

  • PC Home: FOLIO Product Council

  • Last PC Meeting (8/10/2023): 2023-08-10 Product Council Agenda

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

• (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

• Schedule is available at WOLFcon 2023 Sched

• There are several LDP / Metadb sessions, as well as a few others hosted by Reporting SIG

• virtual attendance is free! consider registering!

• Conference takes place in Chicago, August 22-24

• Information and registration: https://openlibraryfoundation.org/about/wolfcon/upcoming/

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?

  • Mentioned on Monday

    • (Jennifer Eustis) from MM: proposal for a new field for item source (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) (https://issues.folio.org/plugins/servlet/mobile#issue/UXPROD-3215)

    • (Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (MDEXP-625: Report affected instance when export contains negative number of failed recordsClosedPreview)

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

• Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page

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

• Have some existing info to build from

  • 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

• 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 ldpmarc

Angela Zoss

• MARC Cookbook page

Review of In-Progress Projects (Recurring)

• Build a directory of extracted and derived tables

• Build Metadb query cookbook-style documentation

  • has been opened and sent to the development teams for planning/prioritization

  • haven't settled on a style exactly, but have some examples

• Build Training Program for FOLIO Data Model

  • ACQ/ERM drafts have been presented and will be updated

• Port LDP1 derived tables to Metadb

  • possibly done??

• Recruit from new institutions not represented

  • recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

• LDP1 release notes

• Metadb release notes (via tags)

• LDLite release notes (via tags)

• ldpmarc release notes

• LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)

• FOLIO Analytics release notes 

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

• Leadership transitioning to Christie Thomas, new meeting schedule TBD

• Meeting notes: https://docs.google.com/document/d/1PdGOxml_VeYvfWVfoQjd1EWIAZdBVHVI4DAVwupP-qg/edit

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

• group is working with ERM group on ACQ-ERM FOLIO Data Model Training 

• group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release 

  • see ACQ Derived Tables to Convert from LDP1 to Metadb

• for latest query development updates, see RM Prototype and Query Development Status

• Meetings are biweekly on Tuesdays 11am-noon ET; contact @Sharon Markus if you would like a calendar invitation

• Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

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

• (December 8 meeting) PC shared a report of the SIG check-ins

• would love for PC to check-in yearly

For all recent work on FOLIO Reporting SQL development:

• https://github.com/folio-org/folio-analytics/commits/main