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2024-02-26 Reporting SIG Meeting notes

2024-02-26 Reporting SIG Meeting notes

Feb 26, 2024

Date

Feb 26, 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



Jean Pajerek

Cornell University



Tim Dannay

Mount Holyoke College



Kimberly Pamplin

Texas A&M University 



Axel Doerrer

University Mainz

x

Scott Perry

University of Chicago



Shelley Doljack

Stanford University

x

Natalya Pikulik

Cornell University

x

Stefan Dombek

Leipzig University

x

Emily Sanford

Michigan State University



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



Corrie Hutchinson

Index Data



Clare Spitzer

Stanford University



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

x

Kevin Kishimoto

Stanford University



Christie Thomas

University of Chicago



Ingolf Kuss

hbz



Irina Trapido

Stanford University



Alexander Lao

Stanford University



Catherine Tuohy

Emmanuel College



Joanne Leary

Cornell University



Patrick Waite

U. Mass Amherst









Joseph Molloy

Spokane Public Library

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

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 Markus with any questions.

  • Representative for the Documentation Working Group 

  • Query developers



PC Updates

Jennifer 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 App

Lisa

@Lisa McColl will demonstrate how Lehigh University is using the Reporting app with their LDP. 

Benefits of Metadb

Sharon

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

Stefan

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)

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.

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: