Today's note-takers: Team Leads for project updates
Announcements/Reminders
Scott
Impacts of New Fields and Features
Are there any new fields or features we should know about from any of the functional areas that may impact reporting?
New
There is a proposal to deprecate the donor field in the POL and replace it with an Organization type of donor in Quesnelia. This will also be linked to inventory in a future release as well.
(Stefan Dombek) feature with Orchid: in the module audit, we have logs for orders and order lines and snapshot for create, edit, and delete records (unfortunately not for fiscal year rollover, just create/edit/delete; need to know the date of your FYO and then report based on that) (
UXPROD-3215
-
Getting issue details...STATUS
)
(Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (
MDEXP-625
-
Getting issue details...STATUS
)
Upcoming meeting topics (tentative)
Kathleen Moore presents on the Lists App (Monday, October 9)
Reporting Development in Preparation for Poppy Release
We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Reach out to Scott Perry or Sharon Markus with any questions.
Representative for the Documentation Working Group
Query developers
FOLIO Analytics Review Board (immediate need!)
Reporting Development Focus
Scott & Sharon
Proposal for documenting additions and changes to Derived Tables and Report Queries (Scott and Sharon)
Collect changes by FOLIO release version in one document in the wiki on folio-analytics, as we did previously in CHANGES.md
We could still merge changes continuously (rolling releases), but summarize changes by FOLIO release instead of by month or by tag
Future of derived table refreshing functionality for Metadb (Nassib will report on at a future meeting)
Derived tables will be able to be refreshed live, like public tables
FOLIO-Release-dependent
derived tables
FOLIO documentation
code branches
Upcoming discussion points
Stefan has done much work creating cookbooks
-most people at one institution using individual notes for each rolling release, which can be useful if there is a need for troubleshooting
-updates by flower release in the wiki look good
-would be good to separate LDP and Metadb into different sections
Recurring Items (Updated weekly, but not always discussed in meeting)
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.
MM/RA/UM Working Group
Leadership transitioning to Christie Thomas
Meetings to be held on the 2nd Wednesday of the month at 12:00 PM ET
see the folio-mm-ra-um channel on the Metadb slack for more information
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
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)
Preparation for the FOLIO days in Stuttgart (Germany) 10.+11.10.23
Hands-On Lab FOLIO Reporting (practical reporting on common use cases)
Internal working session (D-Reporting)
Presentation by Nassib (virtual) on LDP/Metadb
Ongoing topics
Onboarding training
DBS statistics
JIRA-Issues, Rpt-Clusters
Gap analysis to statistic codes, user counts etc.
Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO
Meetings
The next meeting will take place at the FOLIO days (11.10.).
Contact Stefan Dombek if you would like to get a calendar invitation
