2025-05-05 Reporting SIG Meeting notes

Date

May 5, 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

Scott

Announcements:

Renaming of Slack channels. (seehttps://openlibraryfoundation.atlassian.net/wiki/spaces/TECHSUPPORT/pages/3498180609/Migration+of+Slack+Workspace+from+FOLIO+to+Open+Library+Foundation )

“reporting-general” renamed to “folio-reporting-general” on FOLIO Project slack
“metadb-general” renamed to “folio-metadb-general” on FOLIO Project slack
WolfCon proposals due 5/16
Questions related to the Lists app.

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:

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

Upcoming Reporting SIG meeting topics (tentative)
- Metadb reporting database software updates
- Annual Statistics demo and discussion
- Lists App updates

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. Please 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

Annual Statistics using Metadb with FOLIO data

Christie Thomas and Arthur Aguilera

In this meeting, Christie Thomas from the University of Chicago and Arthur Aguilera from the University of Colorado at Boulder will offer a presentation on how they generate Annual Statistics reports for their libraries using their Metadb reporting databases with data from the FOLIO system.

Recurring Items (Updated weekly, but not always discussed in meeting)

Item	Who	Notes

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
- Beta version available.
Build Metadb query cookbook-style documentation
- ongoing project
- The first cookbooks are available and are being expanded. See https://github.com/folio-org/folio-analytics/wiki#cookbooks
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
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, marct, Metadb Projects (Recurring)

LDP release notes
Metadb release notes (via tags) - (includes marct for MARC data ETL)
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: Workshopping, DBS statistics
Meetings: Contact @Stefan Dombek if you would like to get a calendar invitation

Reporting SIG Documentation Subgroup

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

Attendees

Present?	Name	Organization