2023-10-19 Reporting SIG Meeting notes (DRAFT)

Date

19 Oct 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
			x	Linda Miller	Cornell University
x	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	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University		Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University	x	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	x	Kimberly Smith	Middle Tennessee State University
	Kara Hart	Wellesley College		Clare Spitzer	Stanford University
x	Corrie Hutchinson	Index Data		Amelia Sutton	U. Massachusetts
	Jamie Jesanis	Wellesley College		Simona Tabacaru	Texas A&M
x	Jeanette Kalchik	Stanford University		Huey-Ning Tan	Stanford University
x	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	lurking	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
  - 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) ( 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)

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)

- - Collect changes by FOLIO release version in one document in the wiki on folio-analytics, as we did previously in CHANGES.md
  - We could still merge changes continuously (rolling releases), but summarize changes by FOLIO release instead of by month or by tag
  - Future of derived table refreshing functionality for Metadb (Nassib will report on at a future meeting)
    - Derived tables will be able to be refreshed live, like public tables
  - FOLIO-Release-dependent
    - derived tables
    - FOLIO documentation
    - code branches
  - Upcoming discussion points
    - Stefan has done much work creating cookbooks

-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

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 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

2023-10-19 Reporting SIG Meeting notes (DRAFT)

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Attendees

Discussion Items

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

Date