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2023-11-02 Reporting SIG Meeting notes

2023-11-02 Reporting SIG Meeting notes

Nov 02, 2023

Date

Nov 2, 2023

Attendees

 Present?

Name

Organization

Present?

Name

Organization

 Present?

Name

Organization

Present?

Name

Organization

x

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

 

Lisa McColl

Lehigh University

 

Kathleen Moore

 

x

Linda Miller

Cornell University

 

Shannon Burke

Texas A&M

 

Nassib Nassar

Index Data

 

Suzette Caneda

Stanford University

 

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

 

Natalya Pikulik

Cornell University

 

Stefan Dombek

Leipzig University

 

Emily Sanford

Michigan State University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Bob Scheier

Holy Cross

 

Lynne Fors

Wellesley College

 

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

x

Kevin Kishimoto

Stanford University

 

Huey-Ning Tan

Stanford University

 

Ingolf Kuss

hbz

 

Vitus Tang

Stanford University

 

Alexander Lao

Stanford University

x

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?

    • New

      • We will be getting new data fields for the Open Access app - more details coming

      • Timezone format is not consistent across 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

      • Invoices will have a fiscal year assigned. You will be able to process an invoice in a past fiscal year (with Poppy) and in a future fiscal year (after Poppy)

    • From Recent Meetings

 

Upcoming meeting topics (tentative)

  • Reporting Development in Preparation for Poppy Release

  • Reporting Experiences from Various Institutions

  • Reporting App demonstration

  • Metadb Updates for January 2024

 

(Slightly Changed) FOLIO Analytics 1.7 Poppy Development and Review Schedule

  • Oct 27 EOD: Last day to submit new Pull Requests for 1.7 Poppy release of Folio Analytics.

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

  • Nov 6 - Nov 10: Code fixed by report development teams per review board feedback.

  • Nov 10 - EOD:  Feature Freeze. 

  • Nov 13 - Nov 22: Testing.

  • Dec 1: 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 

 

Reporting Rollout at University of Colorado, Boulder

Arthur Aguilera

Arthur will offer a presentation and discussion on the FOLIO reporting rollout at University of Colorado, Boulder.

  • went live June 2023 with FOLIO, new VueFind, and Metadb reporting database 

  • migrated from Sierra

  • contracted with Index Data for hosting

  • task force "reporting pod" for FOLIO Reporting was created and has been working on reporting for the past 2 years

  • pod learned SQL, surveyed reporting needs, and created 100+ queries; steep learning curve, but new skills beneficial to reporting staff

  • now looking to create permanent reporting group for all library data needs

  • created 3 types of reports: self-service reports, automated and scheduled reports, ad-hoc reports

  • manage issues in a github project board

  • reports stored on a github repository

  • created tracks and numbering schemas to categorize reports

  • dashboards created with Power BI (there is a free version that is easy to learn and it can be embedded into a Sharepoint site)

  • reports delivered as PowerBI dashboards or Excel files with data

  • created reports for historical data that are static

  • scripts create local tables in Metadb and report writer points to table from Power BI to create dashboard

 

Development Focus: Getting ready for the Poppy Release

Scott Perry
Sharon Beltaine

Development Focus: Getting ready for the Poppy Release

 

Documentation Subgroup Updates

Eliana, Alex, Sharon

The FOLIO Reporting SIG Documentation Subgroup has been preparing updates to the Reporting section of the FOLIO documentation at docs.folio.org

  • see https://docs.folio.org/docs/

  • LDP1 and LDP2 references all changed to just "LDP"

  • "LDP Query Builder App" section updated to "Reporting App" 

  • Many updates to Reporting App section

  • Reminder: We could use one or two volunteers 

 

 

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 7th, Nov

    • 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)

 

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 if you would like to get a calendar invitation