2023-09-11 Reporting SIG Meeting notes

There was no meeting last week. The minutes for the 8-31-2023 are up. PC working groups are being setup. For this group here, an important one is improving or enhancing SIG reports (see draft wiki page). This group will be working on how to optimize SIG reports and how SIG's can get help from the PC. If you have ideas or comments, please reach out to me.

The Technical Council will be meeting today (Technical Council wiki page and calendar) to review the new FOLIO module, mod-fqm-manager. This new FOLIO module is behind the new List App ([Orchid] List App test report) which is an App where users can create, save, and manage lists or sets. This was discussed in the PC meeting, 2023-06-08 Product Council Meeting notes. There are screenshots in the 2023-06-08 Metadata Management Meeting notes. If you attended WolfCon, there were 2 presentations (one on new features and the other on architecture). The first iteration is creating, saving and managing sets in one App (users & items). The end goal is to allow users to use the List App for data across FOLIO apps. Is there interest in having the primary software engineer Matt Weaver come to a meeting?

Announcements /
Reminders

New Outlook calendar invitation

• 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

• Are there any new fields or features we should know about from any of the functional areas that may impact reporting?
  • New
    • ?
  • From Recent Meetings
    
    • (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 - Getting issue details... STATUS )

Upcoming meeting topics (tentative)

• Reporting Development in Preparation for Poppy Release
• Reporting Experiences from Various Institutions
• Lists App
• Managing Duplicates

Any new members?

• Welcome/introductions

• Representative for the Documentation Working Group
• Query developers
• FOLIO Analytics Review Board (immediate need!)

Virtual and In-person WOLFcon 2023 attendees will update the group on what they learned at the conference:

• See the WOLFcon 2023 Schedule
• See video recordings at OLF Recordings 
  • LDLite
  • FOLIO and Metadb: Strengthening the Relationship
  • Experiences of Institutions with FOLIO Reporting
  • Hosting Metadb: Best Practices
  • Metabase
• several sessions on different reporting solutions, good for Reporting SIG to cover these additional areas
  • Lists App, Metabase, 
• Wolfcon virtual experience was great, one room had technical difficulties
• Applications and Management Thereof
  • gather modules into applications and start looking at places where transactions between applications are problematic and to optimize communications between applications; interact at a higher level than within the modules; can contacts be made?; need to rethink/redesign connections between applications; may impact the way we report on data; this approach will take years to realize
  • connections between applications are crucial 
• reactions to Reporting Sessions
• reactions to other sessions
• new FOLIO features and tools
• new approaches to working with reporting and data
• questions

FOLIO days in Germany

10.+11.10.23

Preparation for the FOLIO days in Stuttgart (Germany)

• Hands-On Lab FOLIO Reporting (practical reporting on common use cases)
• Internal working session (D-Reporting)
• Presentation by Nassib (virtual) on LDP/Metadb

Status update to project

Build Metadb query cookbook-style documentation 

• Cookbook created for ERM: https://github.com/folio-org/folio-analytics/wiki/Cookbook:-ERM
• Cookbook Finances (still in progress):  https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances
• Cookbook ACQ (still in progress): https://github.com/folio-org/folio-analytics/wiki/Cookbook:-ACQ
• Cookbook DBS (still in progress): https://github.com/folio-org/folio-analytics/wiki/Cookbook:-DBS

Build a directory of extracted and derived tables