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2023-12-07 Reporting SIG Meeting notes

2023-12-07 Reporting SIG Meeting notes

Dec 07, 2023

Date

Dec 7, 2023

Attendees

ro Present?

Name

Organization

Present?

Name

Organization

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

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: Display a history of edits for the Order and Order line recordsClosed)

      • (Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (MDEXP-625: Report affected instance when export contains negative number of failed recordsClosed)

 

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

 

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: Explore allowing GitLab repositories for templated queriesClosed

UILDP-133: Expand # of records that can be exportedClosed

 

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, 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

 

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

 

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

 

For all recent work on FOLIO Reporting SQL development: