2024-02-26 Reporting SIG Meeting notes









Arthur AguileraUniversity of Colorado, Boulder
Eliana LimaFenway Library Organization
xSharon 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 College
Kimberly PamplinTexas A&M University 

Axel DoerrerUniversity MainzxScott PerryUniversity of Chicago

Shelley DoljackStanford UniversityxNatalya PikulikCornell University
xStefan DombekLeipzig UniversityxEmily SanfordMichigan State University

Jennifer EustisU. Massachusetts Amherst / Five CollegexBob ScheierHoly Cross

Lynne ForsWellesley College
Vandana ShahCornell University

Lisa FurubottenTexas A&M
Linnea ShiehStanford University

Alissa HafeleStanford University
Susie SkowronekOakland University

Kara HartWellesley CollegexKimberly SmithMiddle Tennessee State University

Corrie HutchinsonIndex Data
Clare SpitzerStanford University

Jamie JesanisMCPHS
Amelia SuttonU. Massachusetts

Jeanette KalchikStanford University
Simona TabacaruTexas A&M

Harry KaplanianEbsco
Huey-Ning Tan

Stanford University

Tim KiserMichigan State University
Vitus TangStanford University
xKevin KishimotoStanford University
Christie ThomasUniversity of Chicago

Ingolf Kusshbz
Irina TrapidoStanford University

Alexander LaoStanford University
Catherine TuohyEmmanuel College

Joanne LearyCornell University
Patrick WaiteU. Mass Amherst

Joseph MolloySpokane Public Library

Discussion Items




Attendance & NotesScott

Attendance & Notes

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



Changes in Reporting SIG Meetings

  • Reporting SIG meetings will take place at 11am ET on the 2nd and 4th Mondays of the month only starting Monday February 12, 2024
  • "Workshopping your queries" - part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have

Impacts of New Fields and Features (Sharon)

FOLIO Analytics Update

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

Upcoming meeting topics (tentative)

  • Metadb Updates, Nassib Nassar - March 11
  • LDP to Metadb Transition Overview

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

PC UpdatesJennifer Eustis (Scott)

2024-02-08 Product Council Agenda and Meeting Notes. We discussed the evaluation process for new functionality and the role of the PC in relation to the Community Council and Technical Council.

2024-02-22 Product Council Agenda and Meeting Notes. Owen introduced the new Serials app. This doesn't change current functionality. It will add new fields such as display label for serials. The Roadmap & Prioritization working group presented on its progress. There is a new page for the Roadmap. To follow development, this group is looking into having SIG's manage an implementers' page like the one for Acquisitions.

WOLFCon Call for Proposals: https://docs.google.com/forms/d/e/1FAIpQLSdwNClXIoe9YQGhQKYDvU0msyj8lkyruHSsssR4lQp_vCYdgA/viewform. The deadline is March 31st. There is a possibility that there will be a day for workshops; this is currently being discussed.

Lehigh's Use of the Reporting AppLisaLisa McColl will demonstrate how Lehigh University is using the Reporting app with their LDP. 
Benefits of MetadbSharon

The D-Reporting Group has requested a description of the benefits of Metadb. We will review a working version of this write-up.

Workshopping Queries


Bring your questions on queries written for the LDP or Metadb so we can "workshop" them! This week we will focus on some new updates for derived tables related to finance from Stefan.

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.

D-A-CH Working Group (D-Reporting)

  • Ongoing topics
    • 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
    • Contact Stefan Dombek if you would like to get a calendar invitation

Metadb FOLIO User Group

  • Meetings
    • Contact Nassib Nassar if you would like to get a calendar invitation

Product Council

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)

For all recent work on FOLIO Reporting SQL development: