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2025-01-13 Reporting SIG Meeting notes

2025-01-13 Reporting SIG Meeting notes

 

Date

Jan 13, 2025

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

Discussion Items

 

Item

Who

Notes

Item

Who

Notes

Attendance

 

Attendance & Notes

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

  • See attendance list at bottom of page

Announcements and 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?" 

  • Important Upcoming Changes to LDP software support:

    • end of support is end of May 2025

    • see Mike Gorrell at Index Data for questions

    • institutions running LDP on a reporting database are encouraged to move to running Metadb software

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)

    • Moving from LDP to Metadb

    • Updates from the Data Array Extraction for Metadb 1.4 Workgroup

 

  • 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 Markus with any questions.

  • Representative for the Documentation Working Group 

 

 

 

Reporting SIG Retrospective for 2024

 

 

Sharon and Scott

Let’s take a look at what we accomplished in 2024

Reporting SIG Projects

 

 

Reporting SIG Goals for 2025

 

Sharon and Scott

If there is time, we’ll do a first cut on Reporting SIG Goals for 2025.

To start thinking about this, you can take a look at our projects here: Reporting SIG Projects

This is also a great opportunity to think about and share ideas, such as:

  • What can you can bring to FOLIO Reporting to benefit the reporting community?

  • What should the Reporting SIG do to support the reporting community?

 

 

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, marct, 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)

  • A few libraries in Germany would like to start using Metadb soon. In most cases, hosting is in own data centers. The working group needs experience reports on what resources are required.

  • Ongoing topics: Workshopping, DBS statistics

    • Unification of reference data when mapping data from German union catalogs to FOLIO. Collaboration with the MM working group (D-A-CH).

    • Statistics after data anonymization according to GDPR. Collaboration with the RA/UM working group (