2023-12-11 Reporting SIG Meeting notes

Date

11 Dec 2023

Attendees

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	x	Lisa McColl	Lehigh University
	Kathleen Moore			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	x	Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College		Kimberly Pamplin	Texas A&M University
	Axel Doerrer	University Mainz		Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	x	Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University		Emily Sanford	Michigan State University
x	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	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
	Harry Kaplanian	Ebsco		Huey-Ning Tan	Stanford University
x	Tim Kiser	Michigan State University		Vitus Tang	Stanford University
	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
	Ingolf Kuss	hbz	x	Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Patrick Waite	U. Mass Amherst
	Joanne Leary	Cornell University		Joseph Molloy	Spokane Public Library
				Christie Thomas	University of Chicago

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Product Council	Jennifer	2023-12-07 Product Council Meeting Agenda and Notes. On Dec. 14th the Product Council, the SIG conveners will have their quarterly meeting with the PC. All are welcome to attend. This SIG quarterly meeting will be scheduled at different times to accommodate different time zones. More information on that to come. The scope of the Metadata Management SIG was discussed. MM SIG will take on the work of entity management and is creating a new working group on linked data.
Announcements/Reminders	Sharon	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) UXPROD 4345 (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 ) FOLIO Analytics Update FOLIO Analytics 1.7 for Poppy was released, but there is a delay in the release for FOLIO Poppy institutions may want to wait until FOLIO Poppy is released to implement FOLIO Analytics 1.7 Metadb Update see important bug announcement for Metadb https://github.com/metadb-project/metadb/issues/58 from Nassib: It is recommend that users not rely on transformed tables that are generated from any table containing more than one jsonb column. The most likely fix for this bug in the short term is that such transformed tables will be removed. (from Tod) There should be a way to interrogate the Postgresql schemata to find out which tables have more than one JSONB column can use the `information_schema.columns` view Only one table known so far re: #58: folio_entities_links.instance_authority_linking_rule Upcoming meeting topics (tentative) Reporting Documentation Update for Poppy (January) Metadb version 1.2 release overview (February) 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
Review of Goals for Reporting SIG	Sharon, Scott	For this meeting, the Reporting SIG will review past goals for 2023 and build future goals for 2024. We look forward to your ideas and reflections! See these planning guides for more information: Goals for 2023 Goals for 2024 Reporting SIG Roadmap

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