2024-03-11 Reporting SIG Meeting notes

Date

11 Mar 2024

Attendees

Present?	Name	Organization	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder	Eliana Lima	Fenway Library Organization
	Sharon Beltaine	Cornell University	Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	Lisa McColl	Lehigh University
	Kathleen Moore		Linda Miller	Cornell University
	Shannon Burke	Texas A&M	Nassib Nassar	Index Data
	Suzette Caneda	Stanford University	Elena O'Malley	Emerson
	Dung-Lan Chen	Skidmore College	Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College	Kimberly Pamplin	Texas A&M University
	Axel Doerrer	University Mainz	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University	Emily Sanford	Michigan State University
	Jennifer Eustis	U. Massachusetts Amherst / Five College	Bob Scheier	Holy Cross
	Lynne Fors	Wellesley College	Vandana Shah	Cornell University
	Lisa Furubotten	Texas A&M	Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University	Susie Skowronek	Oakland University
	Kara Hart	Wellesley College	Kimberly Smith	Middle Tennessee State University
	Corrie Hutchinson	Index Data	Clare Spitzer	Stanford University
	Jamie Jesanis	MCPHS	Amelia Sutton	U. Massachusetts
	Jeanette Kalchik	Stanford University	Simona Tabacaru	Texas A&M
	Harry Kaplanian	Ebsco	Huey-Ning Tan	Stanford University
	Tim Kiser	Michigan State University	Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University	Christie Thomas	University of Chicago
	Ingolf Kuss	hbz	Irina Trapido	Stanford University
	Alexander Lao	Stanford University	Catherine Tuohy	Emmanuel College
	Joanne Leary	Cornell University	Patrick Waite	U. Mass Amherst
			Joseph Molloy	Spokane Public Library

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	Changes in Reporting SIG Meetings Reporting SIG meetings will take place at 11am ET on the 2nd and 4th Mondays of the month only starting Monday February 12, 2024 "Workshopping your queries" - part of each Reporting SIG meeting will be devoted to time to work through any query questions you may have Cookbook Documentation Updates (Stefan) Stefan updated the cookbook Finances and added the chapter "Vouchers" https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances#4-vouchers 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 meeting topics (tentative) Open Refine LDP to Metadb Transition Overview Any new members? Welcome/introductions How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Query Development 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. Reach out to Scott Perry or Sharon Beltaine 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
Metadb Update	Nassib Nassar	Metadb Update: Nassib will provide us with an update on the Metadb project and software Metadb repository: https://github.com/metadb-project/metadb
WOLFCon 2024	Sharon, Scott	Here is a summary of information about WOLFCon 2024 from Jesse Koennecke: Location and Dates: Senate House, University of London, September 24-26, 2024 Call for Proposals Now Open: Got ideas about open-source to share? Talk about it at WOLFcon. Submit a presentation, panel, short talk, or pre-conference workshop. The deadline for submissions is March 31, 2024. Submit a session here. Early Bird Registration Now Open: Join us at Senate House, University of London. September 24-26, 2024. Register now through July 31, 2024 for an early bird discounted rate. Learn more about WOLFcon 2024: Want to learn more about the Open Library Foundation and WOLFcon? Be sure to visit our website where you can learn more about the foundation, members projects, communities, and the annual conference. Reporting SIG Planning for WOLFCon 2024: Please help us with topics and ideas for reporting at the WOLFCon 2024 conference! See ideas we have so far at WolfCon 2024 Planning
Workshopping Queries	Stefan, Christie	Bring your questions on queries written for the LDP or Metadb so we can "workshop" them! This week we will focus on some new updates for derived tables related to finance from Stefan. (Stefan) Required updates for derived tables with transactions have been created (LDP and Metadb) Need reviewers: finance_invoice_transactions https://github.com/folio-org/folio-analytics/pull/831 finance_transaction_invoices https://github.com/folio-org/folio-analytics/pull/832 We need an additional column to create correct calculations of the transaction amounts. This particularly applies to the “Credit” transaction types. Leipzig and Cornell confirm this using live data. folio-analytics wiki: https://github.com/folio-org/folio-analytics/wiki/Cookbook:-Finances#221-transaction-amounts-for-credits
Project "Build Metadb query cookbook-style documentation"	Stefan	The cookbooks are currently being created step by step and are located in the folio-analytics wiki. https://github.com/folio-org/folio-analytics/wiki

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
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
- ACQ/ERM drafts have been presented and will be updated
Port LDP derived tables to Metadb
- possibly done??
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, ldpmarc, Metadb Projects (Recurring)

LDP 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.

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

Ongoing topics
- 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
- Contact Stefan Dombek if you would like to get a calendar invitation

Metadb FOLIO User Group

Meetings
- Contact Nassib Nassar 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

Reporting SIG Documentation Subgroup

Orchid documentation is live on https://docs.folio.org/docs/
Poppy 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