2023-09-11 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, BoulderxEliana LimaFenway Library Organization
xSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLisa McCollLehigh University

xLinda MillerCornell University

Shannon BurkeTexas A&M
Nassib NassarIndex Data

Suzette CanedaStanford UniversityxElena O'MalleyEmerson
xDung-Lan ChenSkidmore CollegexTod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke College
Kimberly PamplinTexas A&M University 
xAxel DoerrerUniversity MainzxScott PerryUniversity of Chicago

Shelley DoljackStanford UniversityxNatalya PikulikCornell University
xStefan DombekLeipzig UniversityxBob ScheierHoly Cross
xJennifer EustisU. Massachusetts Amherst / Five College
Vandana ShahCornell University

Lynne ForsWellesley College
Linnea ShiehStanford University

Lisa FurubottenTexas A&M
Susie SkowronekOakland University

Alissa HafeleStanford UniversityxKimberly SmithMiddle Tennessee State University

Kara HartWellesley College
Clare SpitzerStanford University

Corrie HutchinsonIndex Data
Amelia SuttonU. Massachusetts

Jamie JesanisWellesley College
Simona TabacaruTexas A&M

Jeanette KalchikStanford University
Huey-Ning Tan

Stanford University

Kevin KishimotoStanford University
Vitus TangStanford University

Ingolf Kusshbz
Irina TrapidoStanford University

Alexander LaoStanford UniversityxCatherine TuohyEmmanuel College
xJoanne LearyCornell University
Angela ZossDuke University

Discussion Items




Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Product Council UpdateJennifer

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 /


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?

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

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 Beltaine with any questions.

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

What did we learn at WOLFcon 2023?All

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 
  • 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

DBS-ClusterAxel & Stefan

The DBS cluster was created in JIRA to collect the open JIRA issues for DBS and work on them in the D-Reporting working group.
REP-293 - Getting issue details... STATUS
We need some feedback.

FOLIO days in Germany


Axel & Stefan

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 

StefanIn the GitHub wiki you can find now new cookbooks.
Status update to project

Build a directory of extracted and derived tables

Angela & StefanAngela worked on the project to create a website for the automated documentation https://www.angelazoss.com/folio_reporting_project_extracted_derived_tables/ . Please take a moment to see if this is okay.

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 12th, Sept
    • 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)

  • Preparation for the FOLIO days in Stuttgart (Germany) 10.+11.10.23
    • Hands-On Lab FOLIO Reporting (practical reporting on common use cases)
    • Internal working session (D-Reporting)
    • Presentation by Nassib (virtual) on LDP/Metadb
  • 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 18th, Sept (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: