2021-06-21 Reporting SIG Meeting notes

Date

21 Jun 2021

Attendees

Name	Organization	Name	Organization
Sharon Beltaine	Cornell University	Tod Olson	University of Chicago
Nancy Bolduc	Cornell University	Jean Pajerek	Cornell University
Axel Doerrer	University Mainz	Michael Patrick	The University of Alabama
Stefan Dombek	Leipzig University	Eric Pennington	Texas A&M
Jennifer Eustis	U. Massachusetts Amherst / Five College	Scott Perry	University of Chicago
Ingolf Kuss	hbz	Natalya Pikulik	Cornell University
Jesse Lambertson	University of Chicago	Vandana Shah	Cornell University
Eliana Lima	Fenway Library Organization	Amelia Sutton	U. Massachusetts
Linda Miller	Cornell University	Simona Tabacaru	Texas A&M
Nassib Nassar	Index Data	Kevin Walker	The University of Alabama
Elena O'Malley	Emerson	Angela Zoss	Duke University
Michelle Suranofsky	Guest, Lehigh

Discussion Items

Item	Who	Notes
Attendance & Notes	Angela	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
Announcements / Reminders	Angela	Fundamentals of the FOLIO Community (June 30 at 11am Eastern U.S. time) This webinar is the first in a new series of onboarding videos for community members. It will cover topics such as FOLIO’s governance structure and the relationship between libraries, vendors, and developers, user-experience design, and the FOLIO Code of Conduct. Register for the Forum by following this link to Zoom. A recording of this Forum will be included above and on the Open Library Foundation YouTube channel (https://www.youtube.com/c/OpenLibraryFoundation). Recruiting New Query Developers The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit. Test Data FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries. Test Data Updates to FOLIO Snapshot Environments Cluster Ranking New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included. Action =>> Please review Reporting SIG-All Report Clusters (57 issues) in JIRA and RANK each report cluster for your institution (R1-R5) For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.
Request for feedback: Documentation of mod-users data attributes	All	From MODUSERS-119: Detailed documentation has been published on https://dev.folio.org/reference/api/#mod-users . This includes https://s3.amazonaws.com/foliodocs/api/mod-users/users.html#users_post https://s3.amazonaws.com/foliodocs/api/mod-users/groups.html#groups_post Please review and give feedback whether this is sufficient and this issue can be closed, or list the information that is still missing.
Updates and Query Demonstrations from Various Reporting Related Groups and Efforts	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. RA/UM Working Group Context Progress on Patron List, maybe ready for review this week No meetings until July 15 Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM MM Working Group We didn't meet last week. ERM Working Group Fortuantely no ERM query and no (erm) derived table is affected by upcoming Bound-with data model Draft of ERM-Order Status Report Cluster is available on Github, some MARC data still needs to be added ERM Prototype and Query Development Status RM Working Group plan to analyze impacts of new bound-with data model new data model to be included in Juniper (mid August) new bound with table, see UXPROD-1241 for details UXPROD-1241 - Getting issue details... STATUS Bound-with data model so far, only the RM item_count query is impacted working on queries for the 1.2 FOLIO Analytics release reviewed RM-Standing Orders query and ERM-Orders Status query, which are similar but will be posted separately due to minor differences in design reviewed Open Order query for latest updates, see RM Prototype and Query Development Status Reporting SIG Documentation Subgroup Feedback period is over, will review feedback and send documents to DWG for review and incorporation Additional Context Over the next few months, Reporting SIG Documentation Subgroup will be helping to build end-user documentation for https://docs.folio.org/docs/ (much will be linking to existing documentation over on GitHub) see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki External Statistics Working Group no updates currently ACRL query set included in FOLIO-Analytics 1.1 release new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository New organizational structure for External Statistics reports external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues each reporting development team will take responsibility for the queries in their area for the external statistics clusters For all recent work on FOLIO Reporting SQL development: https://github.com/folio-org/folio-analytics/commits/main
How-To: Adding Test Data in FOLIO Snapshot	Angela
Scheduling future topics	All	Volunteers for sharing reporting rollout plans Volunteers for sharing how institutions are using the LDP Prioritizing training topics
Topics for Future Meetings	All	Alternate FOLIO reporting systems ~~Google Sheets add-on (June 14)~~ ByWater system (June 28) Follow-up on MARC status, Quickmarc/Data Import conflicts Show and tell how are institutions using the LDP Cornell's report ticketing system Rollout plans from institutions Ask someone on the sysadmin side to talk about LDP administration (Jason Root?) Training topics adding test data in FOLIO snapshot How to do ad hoc querying with the derived tables How to use the LDP app using KNIME to build reports Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)