2024-02-26 Reporting SIG Meeting notes

Date

26 Feb 2024

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		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
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) Are there any new fields or features we should know about from any of the functional areas that may impact reporting? Review and update the Impacts of New Fields and Features on Reporting grid 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 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 urgently needed work with reporting documentation team to update Reporting section of FOLIO documentation for each FOLIO software release see https://docs.folio.org/docs/reporting/ Query developers ongoing need work on derived tables and report queries for the FOLIO Analytics repository and to support Metadb see https://github.com/folio-org/folio-analytics
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. (Stefan) Need updates for derived tables with transactions (LDP and Metadb): finance_invoice_transactions https://github.com/folio-org/folio-analytics/issues/825 finance_transaction_invoices https://github.com/folio-org/folio-analytics/issues/830 We need an additional column to create correct calculations of the transaction amounts. This particularly applies to the “Credit” transaction types. Leipzig and Cornell confirm this using live data. folio-analytics wiki: https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances#221-transaction-amounts-for-credits

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.

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

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

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:

https://github.com/folio-org/folio-analytics/commits/main