2023-03-16 Reporting SIG Meeting notes

Date

16 Mar 2023

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder	x	Eliana Lima	Fenway Library Organization
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	x	Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
x	Shannon Burke	Texas A&M		Elena O'Malley	Emerson
	Suzette Caneda	Stanford University		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot		Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College		Kimberly Pamplin	Texas A&M University
x	Axel Doerrer	University Mainz	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	x	Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University		Bob Scheier	Holy Cross
	Jennifer Eustis	U. Massachusetts Amherst / Five College		Vandana Shah	Cornell University
	Lynne Fors	Wellesley College		Kimberly Smith	?
	Lisa Furubotten	Texas A&M		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Clare Spitzer	Stanford University
	Kara Hart	Wellesley College		Amelia Sutton	U. Massachusetts
	Corrie Hutchinson	Index Data		Simona Tabacaru	Texas A&M
x	Jamie Jesanis	Wellesley College		Huey-Ning Tan	Stanford University
x	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
	Ingolf Kuss	hbz		Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Kevin Walker	The University of Alabama
x	Joanne Leary	Cornell University		Angela Zoss	Duke University

Discussion Items

Item

Who

Notes

Attendance & Notes

Sharon

Attendance & Notes

Today's attendance-taker: Linda (or substitute)
Today's note-takers: Team Leads for project updates

Announcements /
Reminders

Sharon

Upcoming meeting topics

March 27: ACQ-ERM Data Model Training Part 2 (focus on ERM and areas that overlap between ACQ and ERM)
April 6 and 10: Onboarding/re-onboarding meetings

Updating Directory of Reporting SIG Members

Our directory of Reporting SIG members is out of date. Please take a moment to update/add/fix entries:

See entries on the Reporting SIG Home page (scroll down to get to the list of names)

BugFest Testers for LDP reporting app needed

BugFest is open until March 17

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

(Always) 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.

ACQ-ERM Data Model Training Part 1 (focus on ACQ)

Scott Perry

A subgroup of the Reporting SIG will offer Part 1 of their "ACQ-ERM Data Model Training" presentation. ACQ (Acquisitions) and ERM (Electronic Resource Management) are combined for the data model training because these functional areas of FOLIO overlap. For Part 1, Scott will walk us through the data model for Acquisitions.

For Part 2, Axel and Stefan will cover ERM and Arthur will cover the overlaps between ERM and ACQ. (Part 2 will be offered at the March 27 Reporting SIG meeting.) The subgroup would appreciate feedback on the presentation from Reporting SIG members so it can be incorporated into the materials for future presentations.

The ACQ-ERM Data Model Training subgroup members are Axel Dorrer, Stefan Dombek, Eliana Lima, Scott Perry, Alexander Chen Lao, Arthur Aguilera, and Sharon Beltaine.

Feedback on this presentation:

Will there be text accompanying the slides? (Answer: we can clean up the speaker's notes to provide more text about each slide)
What data points have a one-to-one relationship and what do not?
- for example, if you have a PO you don’t necessarily have an invoice
What is the hierarchy?
- From what tables do you start your first joins for various datasets?
The "How are the data / apps connected?" slide is great, but also complicated
- Are there ways to break down the information presented in this slide?
- Would it help to use animation?
Would be useful to see the steps for finding particular datasets (particularly for beginners)
Would be helpful to include a guide to creating your first acquisitions report
Need more real world examples

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
- update coming (Feb 27)
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
- expecting ACQ/ERM presentation in March
Port LDP1 derived tables to Metadb
- expecting to finish for Orchid release
Recruit from new institutions not represented
- waiting to see about FOLIO-wide onboarding efforts
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP1 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.

RA/UM Working Group

Meetings have become more of a lab session, working through specific problems
Contact Angela if you would like to join these meetings; second Tuesdays at 1pm Eastern
Context
- 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
- Status of LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

MM Working Group

Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. MM notes
We have begun working on the MM Data Model for folio. We are using as a these slides for our work.
We are looking for a convenor for the group. If interested, contact Jennifer Eustis on LDP/Metadb slack.

ERM Working Group

Current topics
- Reporting for FOLIO Apps
  - Open Access
  - eUsage
  - eHoldings
- FOLIO Data Model Training
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 28th, March
- Contact Stefan Dombek if you would like to get a calendar invitation

ACQ Working Group

group is working with ERM group on ACQ-ERM FOLIO Data Model Training
group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release
- see ACQ Derived Tables to Convert from LDP1 to Metadb
for latest query development updates, see RM Prototype and Query Development Status
Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Markus if you would like a calendar invitation
Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

Reporting SIG Documentation Subgroup

Morning Glory documentation is live on https://docs.folio.org/docs/
Nolana documentation is in review
Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
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)

External Statistics Working Group

no updates currently
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

D-A-CH Working Group (D-Reporting)

Group for reporting in Germany
Current topics
- The onboarding training has just started
- DBS statistics
  - formulate a goal / visions / milestones
  - Overview of work already done (Issues etc.)
Meetings are currently held by appointment
- Next meeting will be at 27th, March (1 pm, CET)
- Contact Stefan Dombek 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

For all recent work on FOLIO Reporting SQL development:

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