2023-11-02 Reporting SIG Meeting notes

Date

02 Nov 2023

Attendees

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
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 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 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 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
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 see current issues on folio-analytics see current pull requests on folio-analytics 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 second meeting of Review Board - all Pull Requests assigned for review wiki updates for 1.7 Poppy Release questions?
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

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 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

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)

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