2023-12-07 Reporting SIG Meeting notes

Date

07 Dec 2023

Attendees

ro 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		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
	Dung-Lan Chen	Skidmore College	x	Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot		Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College	x	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	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		Kimberly Smith	Middle Tennessee State University
x	Corrie Hutchinson	Index Data		Clare Spitzer	Stanford University
	Jamie Jesanis	Wellesley College		Amelia Sutton	U. Massachusetts
x	Jeanette Kalchik	Stanford University		Simona Tabacaru	Texas A&M
	Harry Kaplanian	Ebsco		Huey-Ning Tan	Stanford University
x	Tim Kiser	Michigan State University		Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University	x	Irina Trapido	Stanford University
	Ingolf Kuss	hbz		Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University	x	Patrick Waite	U. Mass Amherst
	Joanne Leary	Cornell University		Joseph Molloy	Spokane Public Library
			x	Christie Thomas	University of Chicago

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 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 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. December 18 - 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 Markus with any questions. Representative for the Documentation Working Group Query developers - possibly from Index Data? FOLIO Analytics Review Board
Reporting at Stanford	Kevin Kishimoto Irina Trapido	Reporting Group interest in December, 2021 Joined Reporting SIG Groups in Winter/Spring 2022 Primarily Sirsi/Dynix, medical library on Voyager Searchworks–Blacklight Symphony decent for searching, but not export of data Homegrown reports (Spreadsheets, Tableau dashboards, Error reports) Bluecloud Analytics (proprietary to Sirsi/Dynix)–difficulty with joins Create a list of reporting needs Metadb (ID) March 2023 Irina Trapido began leading the Reporting Team in July 2023 Very decentralized reporting historically at Stanford Created groups based on representation from the various areas Software carpentry introduction to reporting in FOLIO Not using GitHub for queries, but google doc with sample queries Unpacking JSON arrays even with SQL experience Used Tableau for all the dashboards Dashboards by Area and also for historical information from Symphony Download and filter
FOLIO Product Council	Jennifer Eustis	The PC met last Thursday on 11/9 and the notes can be found at 2023-11-09 Product Council Agenda and Meeting Notes. The PC SIG working group updated the PC on its progress. The template for SIG reports was rolled out in October. Feedback that was received has been incorporated into the template. The next written report is for 11/16 and can be found SIG Reports 2023-11-16. Bulk Edit and List App will have the same working group. Slack channels and the group name have been renamed. 2023-09-14 Product Council Agenda and Meeting Notes Here's the wiki page for the tri council subgroup: FOLIO Product Council Sub Group on the Re-Architecting's Impact on the Product Council (Tri-Council) Some additional useful links: https://folio-org.atlassian.net/wiki/display/PC/2023-11-09+Product+Council+Agenda+and+Meeting+Notes https://github.com/folio-org/ui-ldp/blob/master/doc/new-folio-release.md UILDP-132 - Getting issue details... STATUS UILDP-133 - Getting issue details... STATUS

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 LDP 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, LDP, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP 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 and Agreements+external KBs
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 21th, 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 LDP 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)

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 20th, 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

2023-12-07 Reporting SIG Meeting notes

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Attendees

Discussion Items

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

Date