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2023-09-11 Reporting SIG Meeting notes

2023-09-11 Reporting SIG Meeting notes

Sep 11, 2023

Date

Sep 11, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

 

Arthur Aguilera

University of Colorado, Boulder

x

Eliana Lima

Fenway Library Organization

x

Sharon Beltaine

Cornell University

 

Eric Luhrs

Lehigh University

 

Erin Block

University of Colorado, Boulder

x

Lisa McColl

Lehigh University

 

 

 

x

Linda Miller

Cornell University

 

Shannon Burke

Texas A&M

 

Nassib Nassar

Index Data

 

Suzette Caneda

Stanford University

x

Elena O'Malley

Emerson

x

Dung-Lan Chen

Skidmore College

x

Tod Olson

University of Chicago

 

Lloyd Chittenden

Marmot

 

Jean Pajerek

Cornell University

 

Tim Dannay

Mount Holyoke College

 

Kimberly Pamplin

Texas A&M University 

x

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago

 

Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

x

Bob Scheier

Holy Cross

x

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Vandana Shah

Cornell University

 

Lynne Fors

Wellesley College

 

Linnea Shieh

Stanford University

 

Lisa Furubotten

Texas A&M

 

Susie Skowronek

Oakland University

 

Alissa Hafele

Stanford University

x

Kimberly Smith

Middle Tennessee State University

 

Kara Hart

Wellesley College

 

Clare Spitzer

Stanford University

 

Corrie Hutchinson

Index Data

 

Amelia Sutton

U. Massachusetts

 

Jamie Jesanis

Wellesley College

 

Simona Tabacaru

Texas A&M

 

Jeanette Kalchik

Stanford University

 

Huey-Ning Tan

Stanford University

 

Kevin Kishimoto

Stanford University

 

Vitus Tang

Stanford University

 

Ingolf Kuss

hbz

 

Irina Trapido

Stanford University

 

Alexander Lao

Stanford University

x

Catherine Tuohy

Emmanuel College

x

Joanne Leary

Cornell University

 

Angela Zoss

Duke University

Discussion Items

Item

Who

Notes

Item

Who

Notes

Attendance & Notes

Angela

Attendance & Notes

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

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

 

Product Council Update

Jennifer

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

Sharon

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

 

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 Markus 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-Cluster

Axel & 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.
https://folio-org.atlassian.net/browse/REP-293
We need some feedback.

FOLIO days in Germany

10.+11.10.23

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 

Stefan

In the GitHub wiki you can find now new cookbooks.

Status update to project

Build a directory of extracted and derived tables

Angela & Stefan

Angela 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)

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 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