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2024-01-22 Reporting SIG Meeting notes

2024-01-22 Reporting SIG Meeting notes

Jan 22, 2024

Date

Jan 22, 2024

Attendees

Present?

Name

Organization

Present?

Name

Organization

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

 

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

 

Tod Olson

University of Chicago

 

Lloyd Chittenden

Marmot

x

Jean Pajerek

Cornell University

 

Tim Dannay

Mount Holyoke College

 

Kimberly Pamplin

Texas A&M University 

x

Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago

 

Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

 

Emily Sanford

Michigan State University

x

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Bob Scheier

Holy Cross

 

Lynne Fors

Wellesley College

x

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

x

Jamie Jesanis

MCPHS

 

Amelia Sutton

U. Massachusetts

 

Jeanette Kalchik

Stanford University

 

Simona Tabacaru

Texas A&M

 

Harry Kaplanian

Ebsco

 

Huey-Ning Tan

Stanford University

 

Tim Kiser

Michigan State University

 

Vitus Tang

Stanford University

 

Kevin Kishimoto

Stanford University

 

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

 

 

 

 

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 (Sharon)

 

FOLIO Analytics Update

  • Poppy and FOLIO Analytics 1.7 were both released in December.

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)

  • Lehigh's use of the Reporting App, Lisa McColl, Feb 1 (Thursday)

  • Metadb version 1.2 release overview (February)

  • See Stefan about updating dates using the FOLIO calendar as a reporting feature

  • See Axel about BibControl, reporting application, aggregates library numbers with UI, interested in using Metadb, would like to import eusage data directly

 

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 

 

Meeting time and frequency discussion

Scott, Sharon

Proposed Revised Structure

In the interest of reducing the current number of reporting meetings and some other consolidation efforts, we propose changing the structure for reporting meetings and work as follows:

  • ACQ/ERM and RA/UM/MM report development groups merge into Metadb FOLIO User Group. Reporting SIG meetings would have regular time for lab work for workshopping query questions.

  • Metadb FOLIO User Group, through Nassib’s continued leadership, will be used to work on folio-analytics development in preparation for each FOLIO (flower) software release, will cover new reporting methods and features, will replace the Query Review Board, etc. This meeting would also have regular time for lab work for workshopping query questions. This meeting could be combined with other projects at some point (e.g., Reshare). 

  • Reporting SIG meetings would be consolidated to meeting twice per month at 11am ET on the second and fourth Mondays of the month. Reporting SIG meetings would continue to cover ongoing topics of interest to the reporting community. Reporting SIG meetings would also have regular time for lab work for workshopping general query questions. 

  • The D-Reporting development group would continue meeting as a separate report development group. 

 

-great idea, nice to have everyone in the same room

-would be good to have meeting with Reporting SIG and D Reporting group

-Scott and Sharon will follow up on Slack and an email announcement for any further comments

-consider adding wiki cookbook updates to documentation group

 

New Metadb Section added to Folio Analytics Wiki

Stefan

A review of Stefan's newest addition to our documentation on FOLIO Analytics: under the General section, he has added a cookbook on how to query data from Metadb using SQL. 

PC Update

@Jennifer Eustis 

The Tri-Council meet on the 18th (2024-01-18 Tri-Council Meeting) to discuss 3 items: how many releases per year, what we want to get out of WOLFCon, how to make FOLIO attractive to new member organizations?

In general, most agreed that 2 releases per was the minimum. Many recognized that releases can be disruptive. Also, a lot of time is spent on testing. There was a question on how the App formalization process will affect these large flower monoreleases;

has updates on this working group.

If you'd like to volunteer for the WOLFCon conference planning group, please contact Jennifer on slack. Chicago was a success. Many people value meeting in person and allowing time to build networks. There were many ideas shared from a day that focused on sharing skills for FOLIO to workshops to an unconference style day.

We didn't have time to begin this conversation.

If you have any thoughts, please share those on slack.

 

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: