2024-10-14 Reporting SIG Meeting notes

Date

Oct 14, 2024

How to Join the Meeting

Meetings are held on Zoom on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics.

Here are the Zoom details:

Join from PC, Mac, Linux, iOS or Android: https://openlibraryfoundation.zoom.us/j/601231377?pwd=ZVFtQWxUaTFLb1J3b1JPdlZqZU1lQT09

Or iPhone one-tap (US Toll):  +13017158592,,601231377# or +13126266799,,601231377#

Or Telephone:

    Dial: +1 408 638 0968 (US Toll) or +1 646 558 8656 (US Toll)

    Meeting ID: 601 231 377

   Find your local number: https://openlibraryfoundation.zoom.us/u/ketrxUP4uW

Attendees

 

Present?

Name

Organization

Present?

Name

Organization

 

Arthur Aguilera

University of Colorado, Boulder

 

Erin Block

University of Colorado, Boulder

 

Shannon Burke

Texas A&M

 

Suzette Caneda

Stanford University

 

Dung-Lan Chen

Skidmore College

 

Lloyd Chittenden

Marmot

x

Ann Crowley

Cornell University

 

Tim Dannay

Mount Holyoke College

x

Danielle Dempsey

Villanova University

 

Axel Doerrer

University Mainz

 

Shelley Doljack

Stanford University

 

Stefan Dombek

Leipzig University

 

Jennifer Eustis

U. Massachusetts Amherst / Five College

 

Lynne Fors

Wellesley College

x

Vanessa French

Lehigh University

 

Lisa Furubotten

Texas A&M

 

Mike Gorrell

Index Data

 

Alissa Hafele

Stanford University

x

Lucy Harrison

GALILEO

 

Kara Hart

Wellesley College

 

Corrie Hutchinson

Index Data

 

Jamie Jesanis

MCPHS

 

Jeanette Kalchik

Stanford University

 

Harry Kaplanian

EBSCO

 

Sarah Kasten

University of Chicago

 

Tim Kiser

Michigan State University

 

Kevin Kishimoto

Stanford University

 

Ingolf Kuss

HBZ

 

Alexander Lao

Stanford University

 

Joanne Leary

Cornell University

 

Eliana Lima

Fenway Library Organizationder

 

Eric Luhrs

Lehigh University

x

Sharon Markus

Cornell University

 

Kathy McCarthy

EBSCO

 

Lisa McColl

Lehigh University

x

Linda Miller

Cornell University

 

Joseph Molloy

Spokane Public Library

 

Kathleen Moore

EBSCO

 

Nassib Nassar

Index Data

 

Elena O'Malley

Emerson

 

Tod Olson

University of Chicago

x

Jean Pajerek

Cornell University

x

Kimberly Pamplin

Texas A&M University 

x

Scott Perry

University of Chicago

 

Natalya Pikulik

Cornell University

 

Emily Sanford

Michigan State University

 

Bob Scheier

Holy Cross

 

Vandana Shah

Cornell University

 

Linnea Shieh

Stanford University

 

Rebekah Silverstein

Oklahoma State University

 

Susie Skowronek

Oakland University

 

Ken Smith

Valdosta State University

x

Kimberly Smith

Middle Tennessee State University

 

Clare Spitzer

Stanford University

 

Amelia Sutton

U. Massachusetts

 

Simona Tabacaru

Texas A&M

 

Huey-Ning Tan

Stanford University

 

Vitus Tang

Stanford University

 

Christie Thomas

University of Chicago

 

Irina Trapido

Stanford University

 

Catherine Tuohy

Emmanuel College

 

Patrick Waite

U. Mass Amherst

Visitors:

 

 

 

 

 

Discussion Items

 

Item

Who

Notes

Item

Who

Notes

Attendance

 

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)

Announcements/Reminders

Sharon

Announcements:

  • About the Reporting SIG meeting schedule

    • Meetings are held on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics. 

    • "business" means topics like presentations on reporting functionality and new features, new reporting applications, surveys and studies on reporting, etc.

    • "development" means working on derived tables and report queries for the folio-analytics GitHub repository

    • "workshopping" queries could be scheduled during any of these meetings, and it would be great to have topics and/or questions in advance so we can prepare to walk through the answers/approaches, such as "how to I fix this inventory query to get rid of the duplicates?" or "what is the best way to calculate totals in this finance query?" 

     

Ongoing Topics:

  • Workshopping your queries

    • part of each Reporting SIG business meeting will be devoted to time to work through any query questions you may have

    • please reach out to @Christie Thomas if you have a question you would like to "workshop" during an upcoming Reporting SIG meeting

 

  • Impacts of New Fields and Features (Sharon)

 

  • Upcoming Reporting SIG meeting topics (tentative)

    • Reporting App use at various institutions

    • More Metadb training

 

  • Any new members?

    • Welcome/introductions

 

 

SIG Recruitment:

We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Please reach out to @Scott Perry or @Sharon Beltaine with any questions.

  • Representative for the Documentation Working Group 

 

 

Index Data updates

Mike Gorrell

Any updates Mike might have on Metadb, LDP, Reporting App, derived tables, or other topics

 

Workshopping Queries

Christie

Are there any queries for us to workshop?

 

 

Wolfcon 2024

 

All

Materials and recordings from WolfCon 2024 Presentations are getting distributed via the WolfCon 2024 schedule:

1.8 Derived Tables for Quesnelia

Sharon

Let’s review our planning for version 1.8 Quesnelia derived tables

 

 

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)

 

Product Council

  • ?

 

Reporting SIG Documentation Subgroup

  • Quesnelia documentation is live on https://docs.folio.org/docs/

  • Ramsons 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: