2023-10-23 Reporting SIG Meeting notes

Date

23 Oct 2023

Attendees

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
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 We will be getting new data fields for the Open Access app - more details coming Timezone is removed from some of the tables in FOLIO, which impacts LDP and Metadb Nassib confirmed that he does not change timezone settings as part of the ETL with the LDP/Metadb software, so whatever is in FOLIO is what we get in LDP/Metadb RFC-3339 sitting with TC about always representing times as an ISO date format https://github.com/folio-org/rfcs/pull/13 From Recent Meetings 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. (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) ( UXPROD-3215 - Getting issue details... STATUS ) (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 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 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 Beltaine 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 see https://github.com/folio-org/folio-analytics/wiki for Changes by Release notes see FOLIO Analytics Review Board for information on query reviews for the Poppy release

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

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 Beltaine 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)

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 6th, Nov
- 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

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Attendees

Discussion Items

Recurring Items (Updated weekly, but not always discussed in meeting)

Date