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2023-09-07 Reporting SIG Meeting notes

2023-09-07 Reporting SIG Meeting notes

Sep 07, 2023

Date

Sep 7, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

 

Arthur Aguilera

University of Colorado, Boulder

 

Eliana Lima

Fenway Library Organization

X

Sharon Beltaine

Cornell University

 

Eric Luhrs

Lehigh University

 

Erin Block

University of Colorado, Boulder

 

Linda Miller

Cornell University

 

 

 

 

Nassib Nassar

Index Data

X

Shannon Burke

Texas A&M

 

Elena O'Malley

Emerson

 

Suzette Caneda

Stanford University

 

Tod Olson

University of Chicago

X

Dung-Lan Chen

Skidmore College

 

Jean Pajerek

Cornell University

 

Lloyd Chittenden

Marmot

 

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

 

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

x

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

x

Jeanette Kalchik

Stanford University

 

Vitus Tang

Stanford University

x

Kevin Kishimoto

Stanford University

X

Irina Trapido

Stanford University

 

Ingolf Kuss

hbz

 

Catherine Tuohy

Emmanuel College

 

Alexander Lao

Stanford University

 

 

 

X

Joanne Leary

Cornell University

 

Angela Zoss

Duke University

Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

 

Announcements /
Reminders

Sharon

New Outlook calendar invitation

  • Angela ended the previous series

  • Scott sent invitations for the new series to people listed on our Reporting SIG Home page

  • Anyone still need an invitation?

  • (If you don't consider yourself a member and don't want to receive meeting invitations, you can remove yourself from the table.)

 

 

Impacts of New Fields and Features

 

Upcoming meeting topics (tentative)

  • September 11 (M): report from WOLFcon (WOLFcon 2023 attendees)

 

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 @Scott Perry  or @Sharon Markus with any questions.

  • Representative for the Documentation Working Group

  • Query developers

  • FOLIO Analytics Review Board (immediate need!)

 

Troubleshooting SQL

Joanne, Sharon

@Joanne Leary and @Sharon Markus will offer a presentation on "Troubleshooting SQL" to provide tools, techniques, strategies, and case examples for working through problems that arise when you are developing queries for FOLIO reporting. 

 

 

 

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.

 

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

  • Orchid documentation is live on https://docs.folio.org/docs/

  • Poppy documentation is in development

  • 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: