2023-10-05 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

Lisa McColl

Lehigh University

Linda Miller

Cornell University

Shannon Burke

Texas A&M

Nassib Nassar

Index Data

Suzette Caneda

Stanford University

Elena O'Malley

Emerson

Dung-Lan Chen

Skidmore College

Tod Olson

University of Chicago

Lloyd Chittenden

Marmot

Jean Pajerek

Cornell University

Tim Dannay

Mount Holyoke College

Kimberly Pamplin

Texas A&M University 

Axel Doerrer

University Mainz

Scott Perry

University of Chicago

Shelley Doljack

Stanford University

Natalya Pikulik

Cornell University

Stefan Dombek

Leipzig University

Bob Scheier

Holy Cross

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

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

Catherine Tuohy

Emmanuel College

Joanne Leary

Cornell University

Joseph Molloy

Spokane Public Library

Attendance & Notes

Scott

Attendance & Notes

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

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

Announcements/Reminders

Scott

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

    • There is a proposal to deprecate the donor field in the POL and replace it with an Organization type of donor in Quesnelia.  This will also be linked to inventory in a future release as well.

  • 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://folio-org.atlassian.net/browse/UXPROD-3215)

    • (Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (https://folio-org.atlassian.net/browse/MDEXP-625)

Upcoming meeting topics (tentative)

• Kathleen Moore presents on the Lists App (Monday, October 9)

• Reporting Development in Preparation for Poppy Release

• Reporting Experiences from Various Institutions

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 @Scott Perry  or @Sharon Markus with any questions.

• Representative for the Documentation Working Group

• Query developers

• FOLIO Analytics Review Board (immediate need!)

Reporting Development Focus

Scott & Sharon

Proposal for documenting additions and changes to Derived Tables and Report Queries (Scott and Sharon)

-most people at one institution using individual notes for each rolling release, which can be useful if there is a need for troubleshooting

-updates by flower release in the wiki look good

-would be good to separate LDP and Metadb into different sections

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

• Meetings to be held on the 2nd Wednesday of the month at 12:00 PM ET

• see the folio-mm-ra-um channel on the Metadb slack for more information 

• 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 24th, Oct

  • Contact @Stefan Dombek if you would like to get a calendar invitation

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

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

• 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

  • The next meeting will take place at the FOLIO days (11.10.).

  • 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