2023-11-27 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, BoulderxEliana LimaFenway Library Organization
    x  Sharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLisa McCollLehigh University

Kathleen Moore
xLinda MillerCornell University

Shannon BurkeTexas A&M
Nassib NassarIndex Data

Suzette CanedaStanford UniversityxElena O'MalleyEmerson

Dung-Lan ChenSkidmore College
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University

Tim DannayMount Holyoke CollegexKimberly PamplinTexas A&M University 

Axel DoerrerUniversity Mainz
Scott PerryUniversity of Chicago

Shelley DoljackStanford UniversityxNatalya PikulikCornell University
xStefan DombekLeipzig University
Emily SanfordMichigan State University
xJennifer EustisU. Massachusetts Amherst / Five CollegexBob ScheierHoly Cross

Lynne ForsWellesley CollegexVandana ShahCornell University

Lisa FurubottenTexas A&M
Linnea ShiehStanford University

Alissa HafeleStanford University
Susie SkowronekOakland University

Kara HartWellesley CollegexKimberly SmithMiddle Tennessee State University
xCorrie HutchinsonIndex Data
Clare SpitzerStanford University

Jamie JesanisWellesley College
Amelia SuttonU. Massachusetts

Jeanette KalchikStanford University
Simona TabacaruTexas A&M

Kevin KishimotoStanford University
Huey-Ning Tan

Stanford University

Ingolf Kusshbz
Vitus TangStanford University

Alexander LaoStanford University
Irina TrapidoStanford University

Joanne LearyCornell UniversityxCatherine TuohyEmmanuel College

Harry KaplanianEbsco
Patrick WaiteU. Mass Amherst

Tim KiserMichigan State University
Joseph MolloySpokane Public Library

Discussion Items




Attendance & NotesSharon

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates



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
    • From Recent Meetings
      • 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)
      • 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 (ongoing)
  • Reporting Experiences from Various Institutions (Stanford December 7)
  • Metadb Updates for version 1.2 release (February 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.

*December 18 - 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 Beltaine with any questions.

  • Representative for the Documentation Working Group
  • Query developers - possibly from Index Data?
  • FOLIO Analytics Review Board 

ACQ + ERM reunitedSharon + Stefan

ACQ + ERM are reunited.

D-Reporting Group  Overview for reporting optionsStefan

Discussion on structuring an overview of reporting options:

  • How we can structure the overview so that it can be used to select software?
  • Look at multiple layers for each reporting option
    • Datasource, e.g. FOLIO
    • How are the data collected? E.g. with Metadb
    • Database, e.g. POSTGRES
    • Data presentation, e.g. 3rd party solution
  • Each layer should described with:
    • Where is it hosted?,
    • Who is the vendor?,
    • Is there support?
    • etc.
  • This is a good approach for a matrix
  • After the matrix there is a critical overview in text form for each option

(Note from Tod: What sort of additional software is needed to interact with the data and make reports. i.e., is an external tool needed to run SQL (DBeaver, MS Access, Python scripts) or is there some sort of built-in functionality for building and running?


  • Diagram to describe the Metadb reporting structure was presented
  • More reporting options than LDP are available, so good to provide in an overview
  • Important to include Lists app and Reporting app in this overview

Volunteers to work on a small project to write 

-Lisa, Tod, Scott, Sharon

PC Updates for ReportingJenn Eustis
  • Entity Management task group working on linked data for FOLIO; Thursday meeting to discuss if group is needed
  • Soon there will be quarterly meetings of Product Council with SIG Conveners
  • Procduct Council meetings, Tri Council Meetings are open
  • Bulk Edit and List App are now a new working group called "BELA" - meet tomorrow 10am-11am ET


  • BELA group slack channel is #bela-bulk-edits-list-app-working-group

2023-11-14 BELA Meeting Notes

  • Councils used "lazy consensus" for voting; you can use slack to contact POs directly if you have questions or concerns; make sure your voice is heard!

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

Review of In-Progress Projects (Recurring)
Review the release notes for FOLIO Analytics, LDP, 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

ACQ/ERM 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 4th, Dec
    • Contact Stefan Dombek if you would like to get a calendar invitation

Product Council

For all recent work on FOLIO Reporting SQL development: