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2023-10-23 Reporting SIG Meeting notes

2023-10-23 Reporting SIG Meeting notes

Oct 23, 2023

Date

Oct 23, 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

x

Lisa McColl

Lehigh University

 

Kathleen Moore

 

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

 

Tod Olson

University of Chicago

 

Lloyd Chittenden

Marmot

x

Jean Pajerek

Cornell University

 

Tim Dannay

Mount Holyoke College

 

Kimberly Pamplin

Texas A&M University 

 

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago

 

Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

 

Emily Sanford

Michigan State University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

x

Bob Scheier

Holy Cross

 

Lynne Fors

Wellesley College

x

Vandana Shah

Cornell University

 

Lisa Furubotten

Texas A&M

 

Linnea Shieh

Stanford University

 

Alissa Hafele

Stanford University

 

Susie Skowronek

Oakland University

 

Kara Hart

Wellesley College

x

Kimberly Smith

Middle Tennessee State University

x

Corrie Hutchinson

Index Data

 

Clare Spitzer

Stanford University

 

Jamie Jesanis

Wellesley College

 

Amelia Sutton

U. Massachusetts

 

Jeanette Kalchik

Stanford University

 

Simona Tabacaru

Texas A&M

 

Kevin Kishimoto

Stanford University

 

Huey-Ning Tan

Stanford University

 

Ingolf Kuss

hbz

 

Vitus Tang

Stanford University

 

Alexander Lao

Stanford University

 

Irina Trapido

Stanford University

 

Joanne Leary

Cornell University

 

Catherine Tuohy

Emmanuel College

 

Harry Kaplanian

Ebsco

 

Joseph Molloy

Spokane Public Library

 

 

 

 

 

 

Discussion Items

Item

Who

Notes

Item

Who

Notes

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?

 

Upcoming meeting topics (tentative)

  • Reporting Development in Preparation for Poppy Release

  • Reporting Experiences from Various Institutions

 

FOLIO Analytics 1.7 Poppy Development and Review Schedule

  • Oct 27 - Feature Freeze date; last day to make a PR for 1.7

  • Oct 30 - Nov 3 Review Board completes review of all 1.7 code

  • Nov 6 - Nov 10 - All code fixed and finalized by report development teams

  • Nov 13 - Nov 24 - Nassib reviews and merges code

  • Nov 27 - Folio Analytics 1.7 is released

*Nov 20 - FOLIO Application Poppy is released

 

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 - possibly from Index Data?

  • FOLIO Analytics Review Board (immediate need!)

 

German FOLIO days

Stefan Dombek

Report on German FOLIO Days

  • There were 3 sessions for reporting

    • Hands-On Lab, where participants got a practical introduction to FOLIO reporting with Metadb.

      • Content:

        • Small introduction to the LDP ecosystem (What does it all involve?)

        • 3 report questions were prepared and these were worked on live together with the participants. This means that queries were created live together. We used a prepared SQLite database, that contains the tables from Metadb. This meant that participants were able to participate barrier-free (No extra account in the testbed and firewall registration etc.). Instructions were created to prepare for this https://git.sc.uni-leipzig.de/dk677weba/hands_on_lab_metadb

        • Demonstration of how Metadb can be used in third-party software → Crystal Reports.

        • Demonstration of the repository folio-analytics

        • Informations about the Reporting SIG and their working groups

      • Feedback: There was positive feedback because the reporting was shown in practice and questions were answered straight away. There were people who had never come into contact with reporting in FOLIO and were amazed at how easy it was to query data with Metadb.

    • Presentation from Nassib: "Metadb: an open-source data platform for analytics" (virtual attending)

    • Internal meeting of the working group D-Reporting

      • Content:

        • Requirements on statistic fields in FOLIO for DBS

        • Data anonymization (GDPR) and how we can create statistics after that

Reporting Cookbooks

Stefan Dombek

There was a wish in the community to have cookbooks for reporting in addition to the queries. These cookbooks are intended to provide a good introduction to reporting, similar to data model training. There has been a wiki in folio-analytics for some time. There are now cookbooks in this wiki. Cookbooks are good for providing code snippets in addition to explanations.

Working status: https://github.com/folio-org/folio-analytics/wiki

  • D-Reporting will have (in process) a cookbook for the DBS (German library statistics) where all reports are explained and a suggestion on how to create the reports.

  • ERM working group has a very completed cookbook, but it has to be finalized

  • Finances contains informations on how you can querying the finance data

  • ACQ working group thinking about which information can be written down

  • Cookbook MARC queries contains the content that was there before the other cookbooks were created

Development Focus: Getting ready for the Poppy Release

Scott Perry
Sharon Beltaine

Review Board had its first meeting last week

 

 

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 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

 

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